Q1 : What are the key factors that contribute to the performance of a unit trust fund? What are the criteria I should look out for in choosing a fund and fund house?
A1 : Choose a good partner
If we take it back to basics, what importanat to note about unit trust funds is that they are designed for the medium to long-term, notably three to five year periods, or even longer. Hence, achoosing the right fund or fund manager/fund house is critical and can be akin to choosing a good partner.
Understand your needs and find match.
Knowing your objectives, understanding your risk appetite and investment horizon will help you decide what to look for in your manager. Matching your profile with a particular fund’s house investment philosophy, management capability, investment style, customer centricity and their consistent track record can help determine realibility and attitudes in managing the investors expectations regardless of market conditions.
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