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investing actively

Market Briefing – Why it’s important to be cautious when investing actively

9.07.2025

In this issue, we take a close look at why it’s important to be cautious when investing actively and explore the changing face of ‘active’ and ‘passive / index’ management.

Additionally, we will look at how to identify and avoid closet trackers, what true value from active management looks like, and how we approach navigating this landscape in your portfolios.

Click here to find out more and read our market commentary in full

investing actively

If you would like to read any of our previous Market Briefings, then please click here.

 

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Past performance is not a reliable indicator of future performance.

 

The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested.

Foster Denovo Investment Solutions is a division of Foster Denovo Limited, which is authorised and regulated by the Financial Conduct Authority Registration No: 462728.

This publication is marketing material. It is for information purposes only. This statement is for the sole use of the recipient to whom it has been directly delivered by their Foster Denovo Partner and should not be reproduced, copied, or made available to others. The information presented herein is for illustrative purposes only and does not provide sufficient information on which to make an informed investment decision.

This document is not intended and should not be construed as an offer, solicitation, or recommendation to buy or sell any specific investments or participate in any investment (or other) strategy. Potential investors will have sought advice concerning the suitability of any investment from their Foster Denovo Partner. Potential investors should be aware that past performance is not an indication of future performance, and the value of investments and the income derived from them may fluctuate, and they may not receive back the amount they originally invested. The tax treatment of investments depends on each investor’s individual circumstances and is subject
to changes in tax legislation.