You are here: Home - Saving & Banking - News -

Heartwood sounds alarm for top investment funds

Written by:

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.”  

Related Posts


Tag Box




Financial fitness

There are 0 Comment(s)

If you wish to comment without signing in, click your cursor in the top box and tick the 'Sign in as a guest' box at the bottom.

Are you a first-time buyer looking for a mortgage?

Look no further, get the help you need by searching for your perfect mortgage

Five ways to get on the property ladder without the Bank of Mum and Dad

A report suggests the Bank of Mum and Dad is running low on funds. Fortunately, there are other options for st...

The essential Your Money guide to the April 2018 tax changes

As we head into the 2018/19 tax year, a number of key changes take place to existing policies while some new i...

A guide to switching energy provider

All you need to know about switching from one energy supplier to another.

What will happen if rates change

How your finances will be impacted by a rise in interest rates.

Regular Savings Calculator

Small regular contributions can build up nicely over time.

Online Savings Calculator

Work out how your online savings can build over time.

Having a baby and your finances: seven top tips

We’re guessing the Duchess of Cambridge won’t be fretting about maternity pay or whether she’ll still be...

Protecting family wealth: 10 tips for cutting inheritance tax

Inheritance tax - sometimes known as 'death tax' - can cause even more heartache for bereaved families. But th...

Travel insurance: Five tips to ensure a successful claim

Ahead of your summer holiday, it’s important to make sure you have the right level of travel cover or you co... Awards 2018

Now in their 21st year, our awards recognise the companies offering the best products and services to consumers

Money Tips of the Week

Read previous post:
Fewer parents saving for their children

A recent survey commissioned by Baillie Gifford & Co shows that the number of parents saving for their children’s futures...