5 tips for evaluating new investment funds
Since 2000, over 7000 new funds have launched in Australia and New Zealand with varying levels of success.
With this many new products touting their wares, investors need a way to evaluate them without falling victim to slick marketing.
Morningstar’s manager research teams across Asia collaborated on a series of country-specific reports to help investors navigate today’s complex investment landscape and weigh up new offerings.
This article shares five insights from this research, and five key questions that the analysts behind this research have encouraged investors to ask.
Seek a differentiated offering
Investors that choose active funds stump up higher fees for the possibility (and no guarantee) of outperformance versus the…
