Warning signs that it is time to sell a fund

What red flags should investors be alert to? Kyle Caldwell considers underperformance in light of the Neil Woodford saga.

November 19, 2019

In the third and final episode of a new video series focused on investment funds, deputy editor Kyle Caldwell examines when investors should think about selling a fund.

He talks to multi-manager Rob Burdett of BMO Global Asset Management about warning signs, how long investors should persevere with an under-performing fund, and seeks his views on the Neil Woodford fund debacle.

You can watch the other two videos on the Money Observer YouTube page or via the links below.

Fund fundamentals: what to weigh up before buying a fund for an Isa or Sipp
Active vs passive investing: what’s best for you?

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