Importance of Costs

Posted on 01/06/2009. Filed under: hidden costs of investment |

In this article Morningstar have coommented on the importance of costs on fund performance. This is a subject about which I have made a number of posts (see: Hidden Cost of Investment posted here in March 2008.

Investors should be wary of excessive costs. Not just the TER (which is the total published expenses of the fund) but also the effect of portfolio turnover as this is not disclosed in a way that is easy for most investors to understand and can act as a significant break on performance.

Chris Wicks CFP
I help you achieve your lifetime goals for reasons that are important to you


Make a Comment

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

  • Subscribe Here

  • Pages

  • Blogroll

  • My Company's Website

    • My company's home page
  • Pages

  • Article Categories

Liked it here?
Why not try sites on the blogroll...

%d bloggers like this: