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How do I measure performance?


This guide looks at how investors can come to a compromise in terms of the returns they hope to make and the level of risk they are willing to take on.


ALT_TAG How can I measure performance?

The future is unlikely to be as you imagined it, and neither is the future of your portfolio.

It’s important to keep on top of your investments, and FE Trustnet offers many tools to allow you to do so.

Our portfolio tool allows you to chart the performance of your funds individually and as a portfolio, comparing them against benchmarks and sectors that you choose.

The Portfolio Scanner allows you to look at the geographical and sector exposures on your funds to see where you are actually investing your money across the portfolio.

Our rating systems allow you to follow changes in the performance and risk of the funds relative to their peers, thanks to their frequent rebalancings.

Your objectives are also likely to change. As we saw earlier, objectives are compromises between what we want and what we think we can get with an acceptable level of risk.

You may find yourself deciding to take on more risk in your portfolio if your investments aren’t proceeding as you would have liked.

Many people had to do this over the past few years as prices rose on bond funds and yields fell, pushing them into equities.

You need to make sure you are comfortable with the extra risk involved. As we saw earlier, you need to weigh up the risk of not meeting your objectives with the risk of losing money.

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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