You are too busy and don’t understand them.
The existing arrangement is with a company who are difficult to call or get information from which is easy to understand and the statements they send out are confusing.
Many of our clients think that because they have an existing pension or saving arrangement with a ‘big company’ it is being managed and looked after.
In February, the Guinness Global Equity Income Fund outperformed the MSCI World Index by 0.3% (in GBP), and outperformed the IA Global Equity Income sector by 0.5%. The Fund produced a total return of 2.2% versus the Index return of 1.9%, and IA sector average of 1.7% (all TR in GBP).
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