What metrics should we use to assess the best actively managed fund for our needs?

Investment objective – Funds tend to have different investment objectives. Be sure to familiarize to understand if the fund’s investment objective is in line with yours

Fund inception date – This helps to provide potential investors on how long the investment company has been running the strategy for clients

Performance against peers and benchmarks – This helps potential investors understand the historical track record of the fund. Do also remember that past performance is not necessarily an indicator of future performance!

Standard deviation – This helps potential investors to understand the level of risk the fund had historically undertaken to achieve its returns​​​