Under Performed Turst Fund

[citychap26]

Hi All,

So "a friend of mine" has had a trust fund which has been running for approximately 36 years. He's never touched it or really looked at it.

Recently he has decided to look into it.

So lets say the trust started with £4k and after 36 years it's only worth £9k would you be worried??

I have done some research and found if he's just kept the cash in a bank account it would be worth circa £13k. Now I used a calculator on Avivia's website and tapped in 7.5% return and it would be worth £38k.

I believe that this was a fully managed Trust. Where does "my friend" stand?? Now before anyone says it, investments can go down as well as up!!

Cheers

Sunil