MMP121: How To Choose Investment Funds
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 5 August 2015
⏱️ 38 minutes
🧾️ Download transcript
Summary
With tens of thousands of individual funds available for UK investors, how on earth do you know where to start? We’ve recently been doing our annual due diligence round at Jacksons and this year we enlisted the help of a firm called The Paraplanners. This process has been headed up by today’s guest, Glyn Chetwynd, who runs an investment consultancy called Capital and Risk. Fair to say, Glyn knows his onions about how to choose investment funds, so I’m looking forward to picking his brains on your behalf. Stay tuned…
Transcript
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| 0:00.0 | Hi folks and welcome to the Meaningful Money podcast session number 121. |
| 0:04.6 | I knew it. I know that I made a good choice. |
| 0:15.4 | This is the podcast dedicated to helping you put your finances in order. |
| 0:22.5 | My name's Pete Matthew and I'm going to share with you everything you need to know and everything you need to do to secure your financial |
| 0:27.0 | future. I'm here to help you make sense of money. |
| 0:43.8 | Okay, yes, session number 121. Welcome back, folks. With tens of thousands of individual funds available to UK investors, how on earth do you even know where to start in choosing the ones |
| 0:49.9 | for your portfolio? At my company, Jackson's wealth management, we've been recently doing our |
| 0:55.2 | sort of annual due diligence round. And this year we've been enlisted the help of a firm called |
| 1:00.1 | the para planners. And the whole process of helping us codify our investment proposition and the |
| 1:06.5 | options that we choose for our clients, the whole process has been headed up by my guest today, |
| 1:11.6 | who's a guy called Glyn Chetwin. |
| 1:13.1 | And he is an independent sort of freelance analyst. |
| 1:16.2 | He runs an investment consultancy called Capital and Risk. |
| 1:19.2 | Fair to say, Glyn knows his onions when it comes to this stuff. |
| 1:22.4 | So I'm looking forward to picking his brains on your behalf. |
| 1:24.5 | So stay tuned for that. |
| 1:26.6 | As usual, we'll look at any recent reviews. At least I |
| 1:30.0 | think we will. I can't remember. I need to look at those. Should have done that really before I hit |
| 1:34.3 | record. But certainly I'll be announcing the next session topic. Remember also, this podcast is |
| 1:40.2 | brought to you each week with the help of seven investment management who are a firm of investment |
| 1:43.8 | managers based in London. And they specialize in multi-asset investing which brings institutional standard |
| 1:50.3 | investing techniques to ordinary people like you and me seven i am for four years now i've been putting |
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