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View the article online at http://citywire.co.uk/wealth-manager/article/a760075

Red flags: what warning signs send you running from a fund?

by Robert St George on Jul 09, 2014 at 13:54

This connects to another common red flag, flawed behavioural environments. Wilson is an advocate of visiting fund groups to explore the intangibles such as team cohesion. ‘You can only see these red flags onsite.’ He also expects high quality sales contacts. ‘If we’re not getting the relationships from these people, we will sell.’

For Gutteridge, sentiment at a fund group can be further gauged indirectly this way. ‘When you see salespeople depart, you often think they have an insight into managers’ commitment.’

David Coombs, head of multi-asset investments at Rathbones, also watches firms’ profitability for advance warning of problems.

Yet perhaps most importantly of all, each of these issues should be viewed in context.

‘We try not to have too many hard and fast rules or we would end up never investing in anything. There is always going to be the odd rough edge,’ Wilson concluded.

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