Investment - Articles - Research shows past performance key for future fund choices


 New research from Friends Provident International (FPI) to support the launch of Fund Centre, the new online resource for FPI's mirror funds, shows that past performance is a one of the key factors influencing fund selection for many investors in Hong Kong, Singapore and United Arab Emirates (UAE).
 This is despite global regulators' warnings that past performance should not be used as a guide to future returns.

 FPI's new Fund Centre provides investors and advisers with all the latest fund information tools they need to make a more informed decision in an easy to use format.

 The suite of tools available on the Fund Centre includes:

     
  •   Annualised, discrete and cumulative performance over user defined time periods
  •  
  •   Fund risk ratings
  •  
  •   External qualitative fund ratings from Old Broad Street Research (OBSR)
  •  
  •   Multiple fund filtering and short-listing options
  •  
  •   Dynamic performance charting tool with multiple fund selection capability
  •  
  •   Easy data export into Excel or PDF reports
  •  
  •   Embedded fund fact sheets.
  •  
  •   Jim Henning, Funds Marketing and Research Manager at Friends Provident International, said:

 "The short term direction of markets is unpredictable and we all know that fear and greed have a powerful influence over investor psychology. The new Fund Centre offers a very sophisticated but easy to use suite of tools for investors and advisers alike. It enables them to delve deeper with their fund selection analysis, to avoid the pitfalls, but without making the whole process unwieldy and slow."
  

Back to Index


Similar News to this Story

Pessimism returns after Trumps speech on Iran
FTSE 100 opens lower following falls for indices in Asia. Trump’s prime-time speech dashed hopes for a faster resolution of the Iran conflict. Energy
Mega deals reach record high and propel surge in deal value
Global M&A shrugs off high volatility and geopolitical noise, as the value of completed deals soars to five-year high of $438 billion – an increase of
Trump talk pushes oil down but markets remain unsettled
Reports that President Trump is inclined to end the war, even without controlling the Strait of Hormuz, have pushed down oil prices. Markets remain sk

Site Search

Exact   Any  

Latest Actuarial Jobs

Actuarial Login

Email
Password
 Jobseeker    Client
Reminder Logon

APA Sponsors

Actuarial Jobs & News Feeds

Jobs RSS News RSS

WikiActuary

Be the first to contribute to our definitive actuarial reference forum. Built by actuaries for actuaries.