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Heartwood sounds alarm for top investment funds

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Analysis from Heartwood Wealth Management reveals that many of the top performing investment funds could soon be among the worst performers.

Its analysis of industry data on the top 50 performing funds over the period 1997 to 2002 reveals that only 1 remained in this group for the following 5-year period of 2002 to 2007. The average ranking for the funds fell to 1140.

Only 16 of the top 50 funds from 1997 – 2002 made it into the top 500 for the period 2002 – 2007, and 23 fell out of the top 900.

David Lough, chief executive of Heartwood Wealth Management, said: “Our analysis shows the importance of regularly reviewing your investment portfolio because strongly performing funds may not persist.

“Those investors who follow the latest investment trends, which are often focused on asset classes that have higher than average levels of risk, are the most likely to suffer from this. Investors should place a greater focus on selecting funds that are likely to remain suitable longer term or be prepared to get help in maintaining a portfolio that makes sense as markets change.”  


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