With more than 3,400 UK open-ended funds available to investors picking the right one has never been more difficult
Even when the fund selection process is complete, ensuring a portfolio remains balanced is a demanding job, but the rewards for success, for you and your clients, are clear. Modern portfolio theory tells us that diversification is an essential part of reducing risk and optimising performance, and this is particularly pertinent at a time when there is no single market theme to follow. With this in mind Trustnet Adviser, the adviser-only section of free online fund information provider Trustnet, has introduced a new tool to help advisers keep track of their clients' portfolios and build new...
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