Data from our Investment Team suggests that retail investors have been holding their nerve through recent market turmoil. Many of them remained invested throughout the Greek crisis and are now reaping the rewards. The majority of our 50 Recommended Funds made a positive start to the third quarter and 40 of 50 funds are ahead year-to-date – reversing last quarter’s trend where 40 out of 50 funds lost money.
We’ve also noticed these investor trends in our Q2 funds update:
- TD customers were typically picking higher risk products like equity funds as opposed to safer bonds at a rate of more than 10 to 1
- TD customers were optimistic despite volatile markets with two funds bought for every one sold
- Of the 50 recommended funds, the lowest risk fund, Fidelity Cash, is the least popular
- Highest-returning investments were UK funds, benefiting from a post-election rally
TD customers are broadly experienced investors who use funds to form a balanced portfolio.
Check out our Recommended Funds list.
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