Fund selection criteria
Posted: September 11th, 2018, 5:19 pm
Hello All, any help gratefully received.
I have found that doing basic research on a fund is not too difficult. From the funds within the required sector, analyse the numbers such as historic returns; risk factors (Alpha, Beta, Sharpe, Volatility, change of manager, gearing and so on) and a short list of likely buys can be arrived at.
But what is the next step in evaluating which funds from a shortlist are best?
I know there cannot be any silver bullet in fund selection but what recommendations does anyone have?
I have found that doing basic research on a fund is not too difficult. From the funds within the required sector, analyse the numbers such as historic returns; risk factors (Alpha, Beta, Sharpe, Volatility, change of manager, gearing and so on) and a short list of likely buys can be arrived at.
But what is the next step in evaluating which funds from a shortlist are best?
I know there cannot be any silver bullet in fund selection but what recommendations does anyone have?