Australia's largest stock trading and investment forum Australia's #1 stock forum

Use of existing funds - Boutique Funds Management, page-3

First 3 Last

Share
Profile

Follow
cutty

3,301 Posts.

432

27/06/18

20:30

Post #: 33992700
Share

Originally posted by Occam Logic ↑

While I understand your point, the reality is that there are often investors from the first fund that get transitioned into the second fund. So for them, this 'composite' performance is entirely relevant. But you are correct in that it means you have to be careful when looking at historical returns.

From a technical perspective, a fund is a legal entity. Changing from one investment manager to another doesn't affect the legal entity (i.e. the Trust involved). But it does make easily understandable difficult!

Expand

I see your point. People who were existing investors would like to see the composite performance of the fund.

Yes, does make it more difficult. It's probably more of an issue that could be corrected through the fund comparison sites.
Upvote

Reply

There are more pages in this discussion • 1 more message in this thread...

First 3 Last