High returns are often a fund’s most appealing feature, supported by findings from our Wealth Insights Report, which showed that projected returns emerged as the top consideration for investors in Singapore and Hong Kong. However, if you rely on this single factor to choose a fund, you are overlooking other factors that are just as important, such as risk. This article will break down 6 key metrics you will commonly find in a unit trust’s factsheet. From projected returns to fee structures, these metrics will help you evaluate the performance of unit trusts and choose the appropriate ones from this wide universe to fit in your portfolio. Or, if you have already invested in unit trusts, these metrics will be helpful during reviews of your portfolio performance.
