Fidelity - Outstanding Investment House 2015

Home > GDA Financial Partners

We are happy to announce that Morningstar, a leading provider of independent investment research in North America, Europe, Australia, and Asia, has named Fidelity as the Outstanding Investment House for 2015. 

The annual Morningstar awards recognise individual fund managers and fund groups that have made a substantial contribution to the retail investment management industry.

Jeremy Beckwith, director of UK manager research for Morningstar, said, “The awards draw on our extensive qualitative manager research to celebrate those in the UK investment industry who have achieved impressive returns and have been excellent stewards of fund shareholders’ capital over the long term.”

All of us here at GDA Financial Partners are delighted to know that the close relationship that we have forged with Fidelity help us to benefit our clients. Their extensive global network allows them to provide outstanding products and services that many of our clients have been able to take advantage of.

You can find out more about Fidelity by visiting their website: https://www.fidelity.co.uk/investor/default.page.

You can also find out more about the Morningstar awards and the other winners at: http://corporate.morningstar.com/us/asp/subject.aspx?xmlfile=174.xml&filter=PR5483.

Home > GDA Financial Partners

Sticking to your Guns during an Economic Downturn

Home > GDA Financial Partners


Declines in markets are normal when it comes to investing and it is a testing time at the moment for investors, particularly in international markets. Falls in the price of oil, slowed growth in China, renewed uncertainty in Greece and the potential for a rate increase in the US are all factors that make reviewing your portfolio a difficult task. While it is tempting to make changes when markets are weak, you should make an effort to resist the temptation. Why? Because your best decisions regarding investments should be based on savings you are getting and the investment plan you have in place. While it is important that you stay up-to-date with what is happening in investment markets, you should always understand headlines within contexts.

Now more than ever it is important to remember that your investments are for the longer term and that a fund cannot be expected to outperform all of the time in a global economy. With most of the main markets participants on holiday you can be assured that they will be thinking about how best to put their cash back to work when they  return and there are plenty of examples of funds that have moved from the bottom quartile to the top in a short space of time, explained by positive changes in the markets or fund managers overhauling the portfolio strategy.

This is a good opportunity recognise the expertise of your financial adviser and look to them for guidance. Your financial adviser will be in the best possible position to offer advice on the markets and valuable industry insights. The volatility of the markets and its effects on the funds in your portfolio have been carefully balanced based on your attitude to risk, therefore with higher risk portfolios more volatility is to be expected and will be particularly highlighted of late. However, you should also have a portfolio that is sufficiently diversified to help weather these periods of uncertainty. It will be difficult to stick to an investment plan unless you understand exactly what you will get out of sticking with your invested funds, regularly reviewing your investment plan and knowing what sorts of options are available to you will ensure that your goals are always realised.

Home > GDA Financial Partners