Investment Fund Selection - Getting It Right

When we conduct our fund research we'll typically ignore the latest trends, new funds and star managers, and concentrate on analysing the actual performance achieved.

Trustnet - a website devoted exclusively to investment reseacrh - recently published their list of 112 Alpha managers, these being fund managers who add real value to the investment process. Over 1100 managers have been analysed for this rating. After the exclusions, this falls to below 1000. The top scoring managers that still meet the calculation criteria are deemed Alpha Managers - The full list is here

Having reviewed the top managers on their list against our recommended funds it is pleasing and reassuring to know that our clients money has 12 of the top 15 managers looking after it !