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3.3 Comparing Providers

  • Reference should be made to previous notes in Unit A - Protection.

  • In addition, specific attention should be paid to:-


    1. Consistency of fund performance.
    2. Consistency of the fund manager's ability to react to the various investment pressures.
    3. Size of the fund.
    4. The underlying investment base i.e. where shares are held, size of individual holdings, how active is the management.
  • Investment performance in particular sector funds may be compared against relevant indicators and indices to measure performance.


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