Do funds still need to beat the benchmark?

THE BIG QUESTION

clock • 15 min read

In today's changing economical times, is comparing a number of funds or portfolios against a standardised benchmark enough? Managers from Prudential, ING and Hemes fund managers tell us what they think.

Richard Romer-Lee managing director, Square Mile Investment Consulting and Research   Assess funds on merit There is little doubt performance measurement, and rankings against IMA sectors, are becoming less appropriate and relevant when considering the performance of funds. Sectors are broadly drawn and contain funds with differing aspirations, approaches, fees, and risk levels. In a world where the responsibility and, therefore, risk for long-term savings has been transferred to individuals, we believe each fund should be assessed on its own merits. Investors should be clear...

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