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Fund fact sheets should be read closely. 1 beta means it moves with the benchmark. If it is more than 1, the fund is a little more aggressive and volatile. If it is less than 1, it is less aggressive.
In order to match proper expectations, advisors need to explain why a certain fund is chosen. Investors need to understand that the choice of fund is linked to their risk profile.
Investors should understand that it is not just about the numbers but also about how the numbers were delivered by the fund manager and whether that approach matches their risk appetite.
Advisors should do due diligence every month and review the performance of the fund regularly. Read the fact sheet and see if it is in line with the stated approach and theme.
Switching a fund should be based on whether the commitment is no longer there. The decision should not be just based on return. Look at also the category of the fund and whether performance is in line with category.
