Policies & Insights

Dimensional Funds Praised by Their Competition

Why reinvent the wheel when it comes to smart passive investment when Dimensional have been doing it so well for years?

Successful investing is about being different, about being better than your competition

Read more at The FT

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As the USA goes, so does the UK eventually?

Investors are pouring money into Vanguard Group, the epitome of the hands-off approach to investing, flocking to funds that track market indexes and aren’t run by stock pickers or star managers.

Read more at The Wall Street Journal

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Investing in Funds: The Good, The Bad, The Ugly is available on Kindle

The issue of closet trackers concerns Investment Fitness Club founder Saul Djanogly so much he’s written a book about it. Investing in Funds: The Good, The Bad, The Ugly is available on Kindle.

The book, which is winning four and five star reviews, explains clearly and concisely what a closet tracker is, why they are so damaging to your wealth (he calls them “sheep in wolves’ clothing”) and how to identify if you have them in your portfolio.

Last year SCM Private estimated that out of 127 UK equity funds available to retail investors nearly half were actually closet trackers (that’s over £55bn in funds that aren’t delivering value). In the last five years investors using these funds could have saved £1.86bn in fund fees by switching to a low cost index fund instead.

Click here to download the book.

 

 

Call us on 0208 8201 5132 to learn more about our range of free and paid for tools for improving your investment fitness