- provides expertise currently lacking - will invest based on their atr 's and objectives - will provide access to funds not available to private investors - will make use of isa/CGT allowances - potential for outperformance - will provide regular statements

- expensive - returns may not justify charges - they may not like lack of involvement - David may have sentimental attachment to INV trusts - could experience poor customer service - may invest in areas D & J are not happy with

DFM Flashcards by Nick Tock

Benefits of DFM

provides expertise currently lacking
will invest based on their atr ‘s and objectives
will provide access to funds not available to private investors
will make use of isa/CGT allowances
potential for outperformance
will provide regular statements

How well did you know this?

Not at all

Perfectly

Drawbacks -DFM

expensive
returns may not justify charges
they may not like lack of involvement
David may have sentimental attachment to INV trusts
could experience poor customer service
may invest in areas D & J are not happy with

How well did you know this?

Not at all

Perfectly

DFM Flashcards

(2 cards)