173) Fund Outperform Other Funds Performance

From the similar quote by one of the most influential people of all times. Here's the concept based on Unit Trust fund performance.

A fund can outperform some funds all the time, and all other funds some of the time, but the fund cannot outperform all other funds all the time.

When you invest into any Unit Trust funds, it is not possible for a fund to outperform all other funds all the time. The fund performance varies accordingly. More aggressive equity funds will outperform the more conservative bond funds in a good stock market uptrend.

However, the equity funds will normally underperform bond funds in a stock market downturn.

A certain country fund will also perform differently in different market situations. Sometimes, an emerging country fund will perform better than a developed country market. And vice versa.

With so much market volatility with different political, economic, market changes, it is very difficult to be right about the market all the time.

Another old saying is "Not to put all the eggs in one basket".

The best way is to diversify your Unit Trust investments into the different markets and asset classes.
Do your asset allocation and monitor the portfolio changes. Stick to your asset allocation ratio and rebalance them when there are substantial changes.





A short video on the Concept of rebalancing during stock market ups and downs.

Do remember to Rebalance your Investment Portfolio regularly. 
Do contact and consult your Unit Trust Consultant for assistance to rebalance your portfolio.