Monitor your Investments (8)

Monitoring unit trusts (2)

You can request for information from your fund manager, such as:

i) Performance of relevant investment markets

ii) Level of volatility associated with return

iii) Rate of inflation

iv) Performance of other similar fund managers

v) Strategies employed over recent periods


Fund managers are reviewed on the services they provide, namely performance and reporting.

Have your expectations of returns been met?

Is the fund manager doing what is expected e.g. buying stocks in accordance with laid-out strategies and mandate?

You should also bear in mind that the investment outcome is subject to a large number of random factors and short-term performance data may not accurately assess the fund manager's investment skills.