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About FundExpert
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The fundamental problem? 92% of investment funds are mediocre at best (1). And most investors lack a clear & straightforward process to identify the funds with outstanding potential.
Our aim is simple: to make your investing more straightforward and more profitable.
How? By helping you to make vastly better investment choices.
FundExpert is an industry-leading online research, fund analysis and dealing hub focussed on giving you just the data you need. We provide valuable insights to individual investors like you and to financial advisers. We regularly send out up-to-date, expert analysis and commentary. Our research and investment solutions are have been sought out by the media every week for over 20 years.
How? By helping you to make vastly better investment choices.
FundExpert is an industry-leading online research, fund analysis and dealing hub focussed on giving you just the data you need. We provide valuable insights to individual investors like you and to financial advisers. We regularly send out up-to-date, expert analysis and commentary. Our research and investment solutions are have been sought out by the media every week for over 20 years.
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NOTES
1: Vintage fund report 2014. 92% of unit trusts/OEICS failed to be in the top 40% of performance in their sector for at least 60% of the time. We do not believe that this is a demanding benchmark, but only 8% of funds met it.
Capital Risk: The value of funds and the income from them can fall as well as rise as a result of market or currency fluctuations, and you may not get back the amount originally invested. Past performance is not a guide to future performance. Please ensure that you read the Key Features and full product literature (on the pages after the applications) before choosing to make an investment. In particular some funds might have special risks (such as the ability to defer withdrawals) and you should make yourself aware of these. All funds have the right to suspend dealings in extreme circumstances.
This is not personalised advice: The FundExpert blog provides commentary and views on investment funds and investment markets. It is prepared by the research team of Dennehy Weller & Co. Information shown on the website should not be taken as personalised advice or a recommendation to make an investment decision. The presence of any advert on this blog is not an endorsement of the goods, services or website advertised. No liability is assumed for any use, or misuse, of the information presented on this website.
1: Vintage fund report 2014. 92% of unit trusts/OEICS failed to be in the top 40% of performance in their sector for at least 60% of the time. We do not believe that this is a demanding benchmark, but only 8% of funds met it.
Capital Risk: The value of funds and the income from them can fall as well as rise as a result of market or currency fluctuations, and you may not get back the amount originally invested. Past performance is not a guide to future performance. Please ensure that you read the Key Features and full product literature (on the pages after the applications) before choosing to make an investment. In particular some funds might have special risks (such as the ability to defer withdrawals) and you should make yourself aware of these. All funds have the right to suspend dealings in extreme circumstances.
This is not personalised advice: The FundExpert blog provides commentary and views on investment funds and investment markets. It is prepared by the research team of Dennehy Weller & Co. Information shown on the website should not be taken as personalised advice or a recommendation to make an investment decision. The presence of any advert on this blog is not an endorsement of the goods, services or website advertised. No liability is assumed for any use, or misuse, of the information presented on this website.
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