Owning an investment fund is the easiest and most convenient way for investors to put their money to work in the world’s financial markets. Yet only a handful of people really seem to understand how to make the most of the opportunity that funds offer. Too many pick the wrong fund in the wrong market at the wrong time – a sure-fire recipe for disappointment.
In this important new book, an award-winning manager at one of the UK’s best fund management firms explains in simple language what it takes to buy and sell investment funds successfully – and how to avoid the common mistakes that so often condemn fund investors to poor results.
John Chatfeild-Roberts, head of the fund of funds team at Jupiter Asset Management, is responsible for sifting through the thousands of funds that are open to UK investors and hand-picking the best 10 – 15 for his clients’ portfolios. The Jupiter Merlin range of funds has won a string of industry awards for their consistent performance.
Now, in Fundology – The Secrets of Successful Fund Investing, he explains in detail how to set about becoming an expert fund investor – what to do and (just as importantly) what not to do. While he concentrates on unit trusts and open-ended investment companies (OEICs), his specialist area, many of the principles outlined here apply equally well to other types of fund.
The topics covered include:
– Why funds are worth considering
– How unit trusts and OEICs work
– How to pick the best managers
– The truth about costs
– The trouble with index funds
– Which funds the Jupiter team own (and why)
– The most common mistakes that investors make
Easy to read and outspoken in places, Fundology is a must read for anyone interested in knowing how to get the most out of their investments. Knowing how the experts go about choosing funds can only increase your chances of improving your own success rate.
Unlocking the Secrets of Fund Investing: A Masterclass by John Chatfeild-Roberts Are you ready to navigate the complex world of investment funds with confidence? Do you dream of building a portfolio that delivers consistent performance and helps you achieve your financial goals? Then "Fundology: The Secrets of Successful Fund Investing" by John Chatfeild-Roberts is your essential guide. In this insightful and practical book, John Chatfeild-Roberts, the acclaimed head of the fund of funds team at Jupiter Asset Management, pulls back the curtain on the world of fund selection. With decades of experience and a proven track record of success including numerous awards for the Jupiter Merlin range of funds Chatfeild-Roberts shares his invaluable expertise in a clear, accessible, and often outspoken style. "Fundology" isn't just another generic investment guide. It dives deep into the specific nuances of unit trusts and open-ended investment companies (OEICs), offering a detailed roadmap for both novice and experienced investors. Drawing on his unique perspective of hand-picking the top funds from thousands available, Chatfeild-Roberts illuminates the critical factors that distinguish winning funds from underperformers. Discover the time-tested strategies used by a leading fund manager to: * **Identify exceptional fund managers:** Learn how to assess a manager's skills, track record, and investment philosophy to determine their potential for future success. * **Uncover the truth about fund costs:** Understand the impact of fees and expenses on your returns and how to choose cost-effective options without sacrificing quality. * **Navigate the complexities of fund structures:** Demystify unit trusts and OEICs and learn how they work, their advantages, and their disadvantages. * **Avoid common investor pitfalls:** Recognize and steer clear of the mistakes that often lead to disappointing results in fund investing. * **Understand the role of index funds:** Explore the pros and cons of index funds and whether they align with your investment objectives. But "Fundology" goes beyond just theoretical advice. Chatfeild-Roberts provides real-world examples and insights, even sharing which funds the Jupiter team held at the time of writing (this information is of course, time-dependent, but the reasoning is timeless). He offers a behind-the-scenes look at the decision-making process that has made Jupiter Merlin funds so successful. The book is illustrated which also helps to easily understand some points. Written in an engaging and easy-to-understand manner, "Fundology" is a must-read for anyone seeking to improve their fund investing skills. Whether you're a seasoned investor or just starting out, this book will equip you with the knowledge and tools you need to make informed decisions, avoid costly mistakes, and ultimately achieve your financial goals. Gain a competitive edge by learning the secrets of successful fund investing from one of the UK's leading experts. Invest in your financial future invest in "Fundology." Published by Harriman House.