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

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.

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

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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.