Interactive Investor Super60
Posted: January 31st, 2024, 10:11 am
I use the Interactive Investor Super60 as a good starting guide to help filter 000s of funds, ETFs and ITs. I don't follow it slavishly, but some things puzzle me. This table shows performance data from Morningstar for two plain vanilla tracker funds - one for UK and one for Japan equities. For each of these it shows the Super60 fund alongside a close alternative (ie same structural wrapper, tracking the same index).
https://ibb.co/sv5vS3g
In both cases the alternative fund has a lower OGC and consistently better performance (probably a function of the lower OGC) than the Super60.
So why would ii propose two funds that are not quite as good as these alternatives?
https://ibb.co/sv5vS3g
In both cases the alternative fund has a lower OGC and consistently better performance (probably a function of the lower OGC) than the Super60.
So why would ii propose two funds that are not quite as good as these alternatives?