Managing Your Money 

When to sell a fund

When to sell a fund

Knowing when to sell a fund is arguably as important as knowing when to buy one. But there is much less guidance on this topic for private investors. “Recommendations on which investment funds to buy are often provided by investment companies and product providers that are keen for you to invest with them, so they can look after your money and, of course, charge you for the privilege,” says Patrick Connolly, chartered financial planner at Chase de Vere. “But while these companies are happy to recommend funds to buy, it is more unusual for them to suggest funds which you should be selling.”

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