Fund selection - Overview

Fund Selection

With thousands of investment funds available in the UK it is important that the number and type of funds selected matches the asset allocation of your portfolio, which in turn matches your attitude to risk.

Technology provides us with access to a vast array of information about investment opportunities that occur on a global basis. We use rating agencies such as Morningstar and Citywire to help us in selecting the funds that we believe have the greatest potential to provide above average returns, without incurring unacceptable levels of risk and fund charges.

The Information Centre contains links to the websites for all these agencies, allowing you to share the information we utilise on your behalf.


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