Friday Briefing: What it really cost you to double your money last year

Friday Briefing

Eve Maddock-Jones
clock • 3 min read

Just 27 funds made money every month in 2023, out of more than 5,000. I’ll let that sink in.

As our glorious leader James Baxter-Derrington penned back in November, timing the market is a hard thing to do, and the best bet for investors is to spend as long as possible in them. I wanted to expand on that and see what the real cost of sticking with your investments was this year, for better or worse. Friday Briefing: I'm not sure this is what Sunak and Hunt had in mind  One of the better parts of January is getting a full year's worth of data on all funds and trusts, allowing you to take a deep dive into their performance statistics. (The little things th...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Funds

Fidelity to merge Global Property fund into Global Enhanced Income vehicle as manager exits

Fidelity to merge Global Property fund into Global Enhanced Income vehicle as manager exits

Dirk Philippa to depart in March

Valeria Martinez
clock 29 February 2024 • 2 min read
FundCalibre Elite Radar: Artemis Leading Consumer Brands

FundCalibre Elite Radar: Artemis Leading Consumer Brands

Deep dive into Elite Radar fund

Darius McDermott
clock 28 February 2024 • 5 min read
Capital Group launches trio of multi-thematic sustainable funds

Capital Group launches trio of multi-thematic sustainable funds

Global equity, fixed income and multi-asset

clock 27 February 2024 • 1 min read
Trustpilot