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Quarterly review of fund performance

Money guide

Portfolio management is more than just about picking a few stocks and shares and holding on to them until retirement. To help ensure you achieve your investment goals you first have to set them. - -

A set of internet tools to mimic the professionals

Online services make it easier to build your portfolio.

Growth: The rewarding ways of small-cap stocks

It’s easier for managers to pick up growth potential in small companies, partly because of the human touch.

Charges and costs: Try not to lose the plot

Penny-wisdom vanishes when it comes to trusts and funds.

Structured products: There’s no such thing as a free lunch

Investors need to be aware of the dangers of apparently risk-free stock market plays.

Equity income: Higher returns, fatter fees

Some charges are rising by 20 per cent or more.

Investing: Choice set to widen thanks to tax changes

But opportunities for quick profits have their downsides.

Emerging markets: Time to embark on an adventure?

In a low-inflation environment, pension fund managers are increasingly turning to alternatives.

Portfolio: Some excellent opportunities have been missed

Kevin Goldstein-Jackson laments the moments when he was too cautious to invest in Oxford Instruments and Weir Group.

Stock picking: A one-man band that concentrates on turnover

Philip Coggan talks to a fund manager who has supplied returns of 420 per cent.

Equities: Emerging markets hope springs eternal

The story may look fabulous but there is a big gap between potential and returns.