As part of our centralised investment process we use the research services of RSMR to construct our range of model portfolios. RSMR first launched their online fund ratings service for advisers back in 2007 and this offers us the widest range of ratings covering active and passive funds, Socially Responsible Investment-themed funds, multi-asset fund ranges, investment trusts and Discretionary Fund Managers. Their ratings are awarded following a rigorous process and are supported by factsheets and guides. Each factsheet provides background information, a summary of the investment process, comments and opinions. The team at RSMR have many years’ experience and maintain their market knowledge by meeting with the fund management community, market analysis and their own continuing professional development.
Their research is completely impartial and they cover the whole market composed of all funds across the universe of the Investment Association (IA) sectors. RSMR review and research funds and solutions offered by any UK fund management group, and whether a fund group pays them a fee of any description has no bearing on their decision to award a rating.