- Sometimes the cost of procuring fund data can be prohibitively expensive
- Popular sites show how funds perform against rivals but not their benchmarks
- There are ways around this, you just need to know where to look
Whether it be truly understanding an investment process or studying a manager's take on markets, picking a fund can be difficult and time-consuming. But just as all this is worth getting right, so too is tracking progress after investing.
Monitoring performance is especially important, given that many active funds can end up struggling against both the market and their peers. However, keeping tabs on fund returns can be harder and more nuanced than we might expect.