Rated Fund Service

Our Rated Fund Service is now used by over 5,000 advisers and delivers an easy to use yet robust approach to fund selction for the advsiory sector by aiding the advice process and helping the Adviser choose the most appropriate fund for their client, backed by our qualitative research, commentary and opinion.

A rating has been given to around 260 funds from the main IMA sectors.  All of the sectors are formally reviewed quarterly, however we continually monitor the funds in the interim period to ensure that we take account of any changes in between the formal review dates.

We have also introduced a new Sector factsheet which provides additional guidance on a sector basis on combining and blending funds to help advisers when they are making client recommendations.