Mange velger FIF (fond-i-fond) i England

Billige fond-i-fond, spesielt Vanguard, har tiltrukket seg mange investorer i Storbritannia de siste fem årene. Avgiftene er høyere enn for indeksfond og avkastningen er i gjennomsnitt lavere, men risikojustert har de lyktes bra, ifølge en analyse fra Morningstars ekspert Bhavik Parekh.

Holly Black 10.08.2020 | 9:28

Basket

The fund-of-funds universe is a well-established one, with around £150 billion of assets under management. These funds are popular with investors looking for a one-stop investment solution, rather than building and balancing their own portfolio. But where are these funds investing their money, and are they doing a good job? 

Critics argue that fund-of-funds can erode returns for the investor as fees are typically higher than standard funds – remember you’re effectively paying the fund manager fee, and then the fee of the other funds in which he invests. Other weaknesses, says Morningstar analyst Bhavik Parekh, can include over-diversification and a lack of control over asset allocation as the fund manager is one step removed. There is also the fact that even an experienced manager can still make poor fund selection decisions.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

Artikkelen er tilgjengelig for gratismedlemmer hos Morningstar.

Bli medlem, det er gratis!

Om forfatteren

Holly Black  er redaktør for Morningstar.co.uk.

© Copyright 2020 Morningstar, Inc. Alle rettigheter reservert.

Brukervilkår        Personvern        Cookies