Critical questions you should ask yourself as an investor
Do you really know how well your PEP, ISA or fund is performing? We all know the
stock markets can change rapidly, so in an ever-changing environment it is really
important to know just how your investments are holding up and if they are performing
as well as they could and in line with your objectives.
How do they compare against similar investments?
We believe that most investors are not given enough information to monitor performance
after they invest. What’s more, tens of thousands of people may not be getting anything
like the best returns on their investments simply because they don’t know how well
their investment compares to other similar funds. *It is a sobering fact that of
the 10 top performing funds in the UK
All Companies Sector 5 years ago, none
are still in that top 10. Do you know how your fund compares?
*Source: Lipper. No initial charge, net income reinvested, 5 years to 29/11/2002
and 5 years to 30/11/2007.
Are you getting the right information?
The answer for many investors is “no”. Everyone should receive a statement at least
once a year, usually provided by the Fund Managers themselves. If the fund has been
successful in relation to other comparable funds, it will make this clear. But what
if it hasn’t been successful? You could be losing out!
Would it be helpful to have a completely independent review of the performance of
your investments - at no extra cost?
Bates has put together an expert service to provide a completely independent review
of your investments at no extra cost to you!
To take advantage of this service, complete our Registration Form now.
Click here to display and print the Registration Form.
Return to:
Bates Investment Review Service
Devonshire House
582 Honeypot Lane,
Stanmore
Middlesex HA7 1JS
If you do have any queries please call us on 0845 013 8080 or why not take a look
at our Frequently Asked Questions (FAQ’s)- designed to answer some of the most
common questions we get asked about the Investment Review Service.