The 7 funds for consistent returns

4 min Read Published: 20 Mar 2015

eclipseI'm fundamentally opposed to buying and holding funds for the long term as you can make more money by regularly reviewing them.

However, I understand that there are times when you might not want to or can't switch your funds as often as you might want. For example you may have a pension scheme which offers a limited choice of funds or restricts the number of switches you can perform. Or it may be that you like to have a core stable selection of funds in your portfolio around which you more actively invest to boost returns.

Interestingly this week I was asked by a journalist for some funds that might be worth buying and holding. You may recall I wrote a piece earlier in the year titled Funds to ‘buy & forget’ in 2015 & the Perfect Portfolio. In that piece of research I focussed on funds that had performed well yet managed to ride the recent market sell-offs.

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