What metrics should we use to assess the best actively managed fund for our needs?
When looking at actively managed funds, there are a lot of options available, and it can be hard to understand the skill-level of the fund managers. How would you suggest we measure performance and what metrics should we consider when picking the appropriate fund for our investment needs?
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Dora Seow
09 Dec 2020
Country Head, Singapore at Franklin Templeton
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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