Call Richard Cook: 07770 575 122

email: richard@theinvestmentandretirementcoach.co.uk

£42.6bn in seriously underperforming funds - is any of it yours.

£42.6bn in seriously underperforming funds- is any of it yours?

And what can you do about it?

The number of seriously underperforming funds has increased by more than a quarter in the last six months according to Bestinvest’s latest Spot the Dog report.

These are funds which have underperformed their relevant indices over 3 consecutive12 month periods and by more than 5% over three years. Whilst that’s going on the Financial Advisers who put you in those funds and the Fund Managers are continuing to receive their fees.

It’s time this stopped. You worked hard for your money and it should be working hard for you.

Changing funds is not difficult. There are no tax implications if your money is in an ISA or pension plan. Online providers such as Hargreaves Lansdown offer fee-free transfers and may even offer a cash-back deal.

If you are not sure how your funds are doing and would just like some basic straightforward guidance just click here or text me on 07770575122 to arrange a free no-obligation chat.

£42.6 billion. That’s a lot of money not earning its keep. A quick discussion will enable you to find out whether any of it is yours!


This document and our on going services are not personal advice. We'll give you all the help and guidance you need to make your investment and retirement decisions, but we can't advise you. If you're not sure whether you need regulated financial advice we can put you in touch with a suitably qualified and experienced regulated adviser. Because we are not regulated by the Financial Conduct Authority you will not have access to the Financial Ombudsman Service in respect of any complaints. If you use one of the "no advice" on line services to handle investment transactions they will be Regulated and you will have access to the Ombudsman and The Financial Compensation Scheme in respect of their services. The value of investments/pension plans can fall or rise depending on market performance. The Retirement Team and The Investment and Retirement Coach are trading names of Capture Success Ltd Reg No 01825075 Tel 07770575122

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