When to re-evaluate your investment?
Where I Am? | Viewer ==> When to re-evaluate your investment?

NinetyOne Asset Management

  NinetyOne Asset Management   Q3 of 2024 | 2 years ago

Generally, you should not alter your investment strategy or its execution unless it was incorrect at the outset, or your personal or financial circumstances have changed. At crucial points, such as when you get married, have children, get retrenched or retire, we strongly recommend that you consult a qualified financial advisor. Absent such change, the basic rule is: “Do not let shorter-term market fluctuations and negative market commentary sway your commitment to your long-term investment goals.” There is much research that supports the view that investor behaviour is a destroyer of investor returns,1 and that investors should “stay the course”.


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Did You Know ?

In 2020, Cannon Asset Management, was bought by Seriti Capital Partners, after the transaction its s retail unit trusts dissappeared from retail.

Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.

In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.

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Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.