How we select and monitor funds
How we select and monitor funds
We aim to provide a best-of-breed approach, which identifies the most suitable funds in each sector and which are appropriate for a given investment mandate.
We look beyond the current performance figures of the fund to determine what drives returns, thus gauging future potential.
Our due diligence of a potential fund includes:
- discrete performance of a fund
- fund manager support & resources
- investment philosophy and management techniques of the fund manager
- continuity and stability of investment personnel
- risk control
- cost
We monitor the funds on an on-going basis and once a fund is on our buy list it is not guaranteed to stay there.
It is important to us to ensure that the funds continue to be appropriate for our investors.
Our brochure
You can download our AIS brochure to find out more about our service.
Contact us
If you would more information on the service and how it works, please contact:
Maggie Lowe
tel:01483 407 143
email: Maggie Lowe
Mark Garnett
tel:01483 407 163
email: Mark Garnett
Important
Past performance is not an indication of future performance and the value of investments used by AIS can go down as well as up.
The above is provided for information purposes only and does not constitute professional individual advice. AIS may not be suitable for all investors.
