Who are the worst offenders on Tilney Bestinvest’s ‘Dog List’? Posted 01-08-2016

Investment Week reported the Tilney Bestinvest “Dog List” today, highlighting “OEICs and unit trusts that have underperformed their benchmarks for three consecutive years and by more than 10% over a three-year period.”

Should Performance be the only criteria on which a fund should be judged? The last few weeks have put Liquidity in the limelight, the last few years have highlighted the significance of team structure vs star fund manager and 2008 put Leverage in investors’ cross hairs.

Performance is a review of what has happened and cannot be changed. However, Liquidity, Team Structure, Leverage and many other qualitative parameters affect how a fund might perform (or protect on the downside) in the future. In our opinion, the “Dog List” is too blunt an instrument for fund de-selection.

Please contact us if you would like to assess funds’ qualitative and quantitative features before you make selection (or de-selection) decisions.

The information contained in this website is for general information purposes only. The information is provided by sigMacity Limited and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk. The Trademarks on the website are the property of the respective organisations and are used under licence.

In no event will we be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this website.

Through this website you are able to link to other websites which are not under the control of sigMacity Limited. We have no control over the nature, content and availability of those sites. The inclusion of any links does not necessarily imply a recommendation or endorse the views expressed within them.

Every effort is made to keep the website up and running smoothly. However, sigMacity Limited takes no responsibility for, and will not be liable for, the website being temporarily unavailable due to technical issues beyond our control.