Posted on Wednesday, July 21, 2010
When looking at funds, what makes me most nervous is when risk and reward appear to be out of line.
We have been invited to consider a fund recently that provides a 7% annual income, which will rise with inflation. This is a pretty decent return. If you assume inflation is 2.5% per annum, this means that next year the fund could yield around 7.1%, the following year 7.3% etc.
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