Episode 27: Moving Abroad - the process, the challenges, the joys with Tom Pewtress, Peter Gollogly, Bryan Bann & Jonathan Lumb
And that’s why we are delighted to announce a number of significant upgrades designed to strengthen our offering with the aim of delivering even better long-term returns for Skybound Wealth Management clients.
By delving deeper and looking beyond fund screening tools, Skybound’s Investment Research team undertake a thorough review of the fund manager, it’s team of analysts, their philosophy, the investment selection process, how they are incentivised and what their long-term goals are. Such things can’t be found on a fund factsheet or reporting tool and can usually only be found out by speaking directly with the fund manager. That’s why we only add funds after we’ve had several meetings with the fund team.
Diversification, or investing in a broad range of different investments, is said to be the only free lunch in investing. The more areas you invest in the greater your chance of holding the top performers of the future and the less your portfolio will suffer if any areas go through a rough patch. We make sure you’re invested across all the major markets and industries to ensure your portfolio will always be well-diversified.
By adding more low-cost index-tracker funds and ETFs (exchanged-traded funds). While costs are not the most important thing in investing, they’re still important. All other things equal, a lower cost portfolio will always perform better than a higher cost one. Not only that, while market performance can be unpredictable and is completely out of our hands, we can control costs. That’s why placing more emphasis on keeping them down is vital.
This all adds up to what we believe is a much stronger offering that aims, ultimately, to deliver better long-term returns for Skybound Wealth Management clients.
If you’re an existing client, your adviser will discuss these with during your next financial review and if they’re right for you, make the necessary changes. If you have any immediate queries, you should contact your adviser in the first instance.
If you’re not already a Skybound Wealth Management client, you can request a call from one of our investment experts by completing the form below.
Past performance is not a guide to future returns. Investment involves the risk of loss and the advice herein cannot be construed as a guarantee that future performance will be reflective of past returns.
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