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Fundology: The Secrets of Successful Fund Investing Hardcover – 30 Jan 2006
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"Everyone would like to know the secrets of picking funds; statistics suggest that Chatfeild-Roberts is better at it than most". -- Philip Coggan, Investment Adviser, 30th January 2006
"John Chatfeild-Roberts has built a sterling reputation as a fund of funds manager". -- Paul Farrow, Sunday Telegraph, 29th January 2006
"The book is a worthwhile addition to any investment library" -- Russ Mould, Shares Magazine, February 16, 2006
"You would be hard pressed to beat the performance of John Chatfeild-Roberts" -- Patrick Collinson, The Guardian, 28th January, 2006
Owning an investment fund is the easiest and most convenient way for investors to put their money to work in the world's financial markets. Yet only a handful of people really seem to understand how to make the most of the opportunity that funds offer. Too many pick the wrong fund in the wrong market at the wrong time - a sure-fire recipe for disappointment. In this important new book, an award-winning manager at one of the UK's best fund management firms explains in simple language what it takes to buy and sell investment funds successfully - and how to avoid the common mistakes that so often condemn fund investors to poor results. John Chatfeild-Roberts, head of the fund of funds team at Jupiter Asset Management, is responsible for sifting through the thousands of funds that are open to UK investors and hand-picking the best 10 - 15 for his clients' portfolios. The Jupiter Merlin range of funds has won a string of industry awards for their consistent performance. Now, in "Fundology - The Secrets of Successful Fund Investing", he explains in detail how to set about becoming an expert fund investor - what to do and (just as importantly) what not to do.While he concentrates on unit trusts and open-ended investment companies (OEICs), his specialist area, many of the principles outlined here apply equally well to other types of fund. The topics covered include: why funds are worth considering; how unit trusts and OEICs work; how to pick the best managers; the truth about costs; the trouble with index funds; which funds the Jupiter team own (and why); and the most common mistakes that investors make. Easy to read and outspoken in places, "Fundology" is a must read for anyone interested in knowing how to get the most out of their investments. Knowing how the experts go about choosing funds can only increase your chances of improving your own success rate. See all Product description
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1. Most private investors over-estimate their own skill and under-estimate their own capacity to get things wrong. (This is of course a personal opinion, but nevertheless one based on over 35 years' investment experience). Chatfeild-Roberts' book is a useful counter-balance to those traits.
2. Chatfeild-Roberts has plenty of practical experience as a selector of good funds and skilful investment managers. He is Head of Funds of Funds at Jupiter Asset Management. The four UK-based funds of funds that he and his team manage are highly rated by independent ratings firms such as S&P and OBSR. The track records of those four funds over the longer term are commendable. In other words, he knows what he's talking about and has put his ideas into practice successfully.
3. Many investors underestimate the benefit of diversification. This book is a useful reminder of how the investment world can change and how hard it can be to anticipate those changes and re-shape a portfolio accordingly. A long-term view coupled with the ability to spread and control risk and respond tactically when need be should not be dismissed lightly!
To a select few, I would concede that Chatfeild-Roberts is only stating the obvious: to the rest of us, his book will be a useful and refreshing summary of the ground rules that private investors ignore at their peril. Well worth reading.
The author has not had a great year with the Merlin funds but performance since Jan has been very good. I heartily recommend this book, I am sure that most purchasers will read it over and over again.
We often read that funds are expensive and investing in individual shares will outperform with a little research.Chatfeild-Roberts dismisses this view and instead makes a sound case for investing in funds.His commonsense approach and readable style allows the reader to easily follow the thrust of his argument.He emphasises that talented individuals can and do make a huge difference to the performance of a fund just as talented individuals make a difference in other walks of life.I particularly like the way in which he debunks the muddleheaded concensus that people in retirement should have the bulk of their money in fixed interest securities.This is a book that should be read by anyone with an interest in investing.
The main thing i took away from the book was that it was a plug for the company he works for and the fund of funds he runs. The info he provides would lead you to the conclusion that only a fund of fund manager can really choose a good fund by interviewing lots of fund managers & studying their performance compared with their peers. This being an impossible thing for the individual to do. Quite possibly this is right in many respects. He does though steer well clear of 'Properly' calculating the charges incurred by investing in this type of fund compared to other investment methods which can be a huge drag on your investment.
So do i now know much more about funds than before i read the book? A small amount but not enough for me to recommend the book to anyone.
It's the manager who matters you should consider backing good managers irrespective of the area their fund is invested in.
Volatility is not the same as risk and the difference between them creates opportunities.
If you take a little trouble picking your fund you should outperform the Index Trackers.
Both new and experienced investors should find this book useful.