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Zach Tan

Edited 14 Jul 2022

General Investing

Fund smith

Hi guys. My FA has been introducing me fundsmith from FWD for few years but I didn't buy. It's a long term investment of 25 years with low cost every month. I was told that the projected return for 25 years is about 16% p.a, or every year is about 11%

Is it because the commission is very good for agent if they sell this kind of investment fund? Or in general this fund is good enough for people who don't invest in stock market? Would love to hear your thoughts if you also bought this fund, or just in general

Thanks in advance!!

Discussion (20)

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If your FA can earn 11-16% p.a, he won't be FA already, he would invest in this fund 100% and retire already

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Ivan Guan

15 Jul 2022

Founder at SGMoneyMatters.com

You can buy the fund if you are an Accredited Investor or put in at least 200K. You don't have to buy it through high-cost insurance products.

  • The fund inception since Nov 2010
  • At the same period, QQQ also have about 16% p.a.
  • However, pa...

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