Hi everyone,

With the constant stream of New Fund Offers (NFOs) being launched, I thought it would be great to have a discussion about them. NFOs can be an exciting opportunity, but they also come with their own set of considerations.

What’s Your Take on NFOs?

• Investment Strategy: How do you evaluate the investment strategy of an NFO? Are there particular factors you look for?

• Fund Management: Do you consider the track record of the fund managers when deciding whether to invest in an NFO?

• Performance Expectations: Since NFOs don’t have a past performance record, how do you set your expectations for their future performance?

• Recent NFOs: Have you come across any new NFOs recently that you think are particularly promising or concerning? Share your thoughts!

My Perspective: I’ve been exploring a few NFOs recently. I find that reading up on the fund’s investment philosophy and understanding the sector it focuses on can provide some insights. However, I’m cautious about putting too much in an NFO without any performance history.

Looking forward to hearing your experiences and opinions on new fund offers!

Comment Example 1: I tend to avoid NFOs unless they are backed by a reputable fund house and have a clear, compelling investment thesis. The lack of historical performance makes it risky.

Comment Example 2: I’m actually considering an NFO focused on green energy. The theme seems timely, and the fund manager has a good track record in this sector. Has anyone else looked into this one?