Fundhouse

@MarkKleinmanSky @MarkKleinmanSky Fundhouse UK rated the fund negatively in 2014 when it was at the height of its powers. The findings of our report, 20 odd pages from August 2014, seemed obvious with hindsight. But at the time the fund was £22bn and the darling of the industry.

Exclusive: Abrdn, the listed asset management group, is to merge its once-mighty Gars fund after years of mediocre performance and outflows left it with just over £1bn under management. news.sky.com/story/fund-man…

Today at 1pm Hot Topic: Sustainable Fixed Income Meet the host: Rory Maguire, Managing Director of @fundhouse Register to watch this debate via: brighttalk.com/webcast/18378/… #fixedincome #investors #fundmanagers #UK #advisers #sustainableinvesting #debate

Live Hot Topic, 1pm Thurs 25: Let us know your questions for Host Rory Maguire @fundhouse to put to panellists Colin Finlayson @aegonamuk and Roger Webb @ASInvestmentsUK. DM @leerobertson64 or @sorrelmulhall or submit on app.octomembers.com. REGISTER brighttalk.com/webcast/471573

Live Hot Topic Debate: Why now is not the time to give up on fixed income. Thursday 25 March at 1pm. Host Rory Maguire @fundhouse will be asking the questions of our experts Colin Finlayson @aegonamuk and Roger Webb @ASInvestmentsUK. Register brighttalk.com/webcast/471573

@OpenworkOnline @OmnisInvest Fantastic, congratulations

We have downgraded Fundsmith Equity to Tier 2. This follows a detailed review in early 2020. Clients can download the full report online.

We don't usually comment publicly on our fund ratings, but we are being asked about certain funds. For transparency M&G Prop suspended in 2015 on liquidity concerns, Invesco High Income rated negatively in 2018, ASI GARS rated negatively 2015, Invesco GTR rated negatively 2016.

@KialoHQ Hhcb

Sick of the internet shouting factory? Looking for a more civil place to discuss the big issues? Check out Kialo! bit.ly/2UQT1ia

It is a privilege to be participating in the @TransparencyTF event on the CMA findings into investment consultants and fiduciary managers. End clients must surely gain from enhanced transparency and more accountability.

@HollyAMackay We think about this deeply. Feel free to call us. 99% of the time, clients take all the fee risk (Orbis is in the 1%); if fund managers deliver poor value, they still get paid. There4 50/50 sharing of fee/alpha is unfair, 25/75 is fairer so at 0.75 OCF, 3% alpha is good value

Industry peeps. Researching #value when it comes to fund managers. Have asked 1000s of end customers. What do you guys think are the 3 most important factors to identify if a fund is delivering value? Would help if you can be specific around performance /cost metrics? THANKS

Indeed.

The latest @FTAdviser podcast is live - we're talking value for money. What represents good value when it comes to helping clients build an investment portfolio? In discussion with Nick Watson of @JanusHenderson and Rory Maguire of @fundhouse ftadviser.com/investments/20…

ftadviser.com/investments/20… Fundhouse's Rory Maguire discussing value for money on the podcast with @FTAdviser

Rory Maguire @Fundhouse says fees rewarding fund managers for size of assets, rather than performance, create a “moral hazard” that pushes firms to launch more funds or to create big funds, neither of which are in clients’ interests @igniteseurope bit.ly/2zZhANK ($)

Revealed: Finalists for the 2018 Fund Services Awards and Investment Research Awards ow.ly/mUJx30lC8uz

youtu.be/A3VY2unhvVQ Here is a link to Fundhouse's Rory Maguire presenting the five principles to select a mutual fund. Thanks to @AllanGraySummit for releasing video of the speakers at their ground breaking 2018 Investment Summit. @fundhouse @FundhouseSA

It was great to have Rory Maguire speaking at the Allan Gray Investment Summit @AllanGraySummit on selecting funds. Fabulous event with thousands in attendance.

Good news and great addition for the billions entrusted to @OmnisInvest. Transparency: @fundhouse is the only business of its kind that publishes its fund selection track record. twitter.com/talya_nma/stat…

Managing Director of Fundhouse UK, Rory Maguire chairing the panel discussion at the @Schroders investment conference in Edinburgh. @fundhouse

We agree. This is why we publish our manager selection track record, to keep us honest. It's a shame others don't. twitter.com/PPJamesPhillip…