Our Factsheets

 

Dependent on the outcome of our qualitative research process a Fund may be included in our Academy of Funds. It is at this point that we will develop and publish a fund factsheet on our website, which will provide a description of the fund, its objective, performance, associated risks and, if appropriate, its income payment history.

To this we add our opinion, the intended investor outcome(s) and our conviction rating. Our opinion is formed as a result of meticulous and in-depth research, followed by debate and deliberation. We hope that as a result of this process Advisers gain a real insight into a fund, which in turn helps determine its suitability and ultimately leads to improved investor outcomes.

Our factsheets can be found on the Academy of Funds. The Academy is free to access for Adviser firms and if you have not yet registered we would invite you to do so by clicking here.

Latest Insights

Changes to the Schroder Tokyo Fund

We have a high regard for the manager, Andrew Rose, and his very disciplined and sensible approach to investing in this market. However, the fund's objective...

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Changes to the Jupiter Strategic Reserve fund

Following the recent news that Miles Geldard is going to step back from fund management at the beginning of next year, while co-manager, Lee Manzi, will...

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