Justin Modray
Justin Modray
dog funds holding investors manager poor replaced satisfy simply themselves worth
A poor manager may have been replaced or a skilful manager may have simply had a poor short-term run. But investors need to satisfy themselves that any dog funds they own are worth holding onto.
fairly greater holding market minor overall scheme
It should be a fairly minor holding in their overall portfolio. It's a smallish market in the greater scheme of things.
income inside money move offshore
But if you move the money into offshore funds, this income will roll-up tax-free inside the fund.
case close example eye overly performance pose reasons shy tend threat trust
As a result, you need to keep a close eye on these investments to make sure, for example, the discounts do not pose a threat to performance and the trust is not overly geared. For reasons such as these, advisers tend to shy away in case their recommendations backfire.
break buying cent danger good last minute per return tax
The danger of buying at the last minute is that there may only be the dross left. A 40 per cent tax break is not much good if the return is going to be poor.