Plain English Global Multi-Asset Fund

Plain English Global Multi-Asset Fund

3 Responses

  1. Bryan Matthew says:

    My bigger concern would be exactly how the trend forecasting works- the -6.6% loss in 2008 I think it is is predicated on being largely in cash at that point- what would have led to that decision and what lays beneath it? I like investments I can understand especially if it is a costly fund!

  2. Yvonne Bonifas says:

    As a novice I’m intrigued as to why it is considered too expensive as long as it brings home the bacon, I.e earns enough to make a decent net return. Like electricians surely it’s not how hard they work, but what disasters do they avert for the clueless.

    • Mike Rawson Mike Rawson says:

      Hi Yvonne,

      It’s not much the absolute level of charges as the comparatives. If Andrew wants 1.14% pa from my money and I can do something similar for 0.23% pa (or use Andrew’s exact same funds for 0.35% pa), that’s an extra 0.8% / 0.9% pa I can save.

      Over a 50 year investing career (ignoring growth) that would mean that Andrew took 45% more of my pot that I could keep for myself. Low costs are crucial to long-term investing success.

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Plain English Global Multi-Asset Fund

by Mike Rawson time to read: 3 min
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