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How can I monitor the performance of the fund?

How can I monitor the performance of the fund?
15.08.2023

Fund fact sheets and (semi-) annual reports, available on the website, provide detailed information about the fund’s performance. These documents usually include historical returns, expense ratios, holdings, risk measures, and other relevant data.

Review the fund’s historical performance over different time periods, such as one year, three years, five years, and since inception. Analyze how the fund has performed in various market conditions to understand its consistency and resilience.

Remember that past performance does not guarantee future results, and it’s important to consider other factors such as risk, fees, investment strategy, and the fund’s objectives when evaluating performance. It’s advisable to review multiple sources of information and consult with a financial advisor to make well-informed investment decisions.