If you want a 'one-stop investment shop', try this fund

If you want all the hard work of investing done for you, at a reasonable cost, and in a sensible, consistent manner , consider this new fund, says David C Stevenson.

If you favour high-quality stocks and bonds, consider this new fund, says David C Stevenson

If you're looking to invest in a fund, there are several key issues to focus on. How does the manager build a portfolio over both the short and long term? Are the manager's interests aligned with your own how much skin do they have in the game? Is the manager good value is their distinctive view of the market worth paying extra for, compared to a passive alternative? And what about your own needs? You might be quite adventurous, which means you'll ideally find your own managers (and shares) to combine in a diversified portfolio.

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David C. Stevenson
Contributor

David Stevenson has been writing the Financial Times Adventurous Investor column for nearly 15 years and is also a regular columnist for Citywire. He writes his own widely read Adventurous Investor SubStack newsletter at davidstevenson.substack.com

David has also had a successful career as a media entrepreneur setting up the big European fintech news and event outfit www.altfi.com as well as www.etfstream.com in the asset management space. 

Before that, he was a founding partner in the Rocket Science Group, a successful corporate comms business. 

David has also written a number of books on investing, funds, ETFs, and stock picking and is currently a non-executive director on a number of stockmarket-listed funds including Gresham House Energy Storage and the Aurora Investment Trust. 

In what remains of his spare time he is a presiding justice on the Southampton magistrates bench.