What would you like us to do with the funds you've selected
This shows the number of portfolios you hold. Portfolios can be constructed from Unit Trusts & OEICs,IMA Unit Trusts & OEICs,Investment Trusts,Pension Funds,Life Funds,Offshore Funds,Exchange Traded Funds and cash. Holdings and acquisition costs can be recorded so that profits/losses can be calculated. These can be calculated in terms of a number of base currencies. Overall portfolio values, as well as portfolio constituents, can be made the subject of alerts.
You have one watchlist, and this shows you the number of items currently stored in the watchlist. Items stored here do not have holdings records, so this list simply monitors the price of items held, which can also be subject to alerts
This is designed to be a temporary collection of items selected by you for further analysis in the tools section. Items can be subsequently transferred from the Basket to the Watchlist or Portfolio.
Would you invest in a fund managed by someone who is nearing retirement age?
So what's to choose? Let's take a look at their ratios:
The Halifax fund has highest Sharpe (2), indicating that it has generated the best return, per unit of risk taken on. Sharpe tells us we have lower risk (3) for the same performance, and that performance is superior to a risk-free rate.
And it is worth noting Cazenove's zero Sharpe – the fund is taking on 19.72% volatility for no gain over a risk-free rate.
We can also approach this kind of examination from the opposite direction, by looking at funds in the next table exhibiting similar levels of risk (1).
Marlborough has higher Sharpe, and should prove to be the more rewarding investment. We can see the returns Marlborough is generating below (3).
So, Marlborough has achieved a substantial level of outperformance while taking on no more risk than its competitor, and this has been reflected in its Sharpe Ratio.
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