Fundhouse

Fundhouse provides independent fund research and consulting, receiving no fees from fund managers.

[Fundhouse @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.

[@octomembers @octomembers]

Today at 1pm Hot Topic: Sustainable Fixed Income

Meet the host: Rory Maguire, Managing Director of @fundhouse
Register to watch this debate via: https://t.co/OkLWnOsaeR

#fixedincome #investors #fundmanagers #UK #advisers #sustainableinvesting #debate

[@octomembers @octomembers]

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 https://t.co/2CTgp57fHt. REGISTER https://t.co/bsrDWjSjKY

[@octomembers @octomembers]

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 https://t.co/bsrDWjSjKY

[Fundhouse @fundhouse]

@OpenworkOnline @OmnisInvest Fantastic, congratulations

[Fundhouse @fundhouse]

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

[Fundhouse @fundhouse]

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.

[Fundhouse @fundhouse]

@KialoHQ Hhcb

[Fundhouse @fundhouse]

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.

[Fundhouse @fundhouse]

@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

[Fundhouse @fundhouse]

Indeed.

[Anna Devine @annamdevine]

Fund rating agencies like Morningstar should come under the same regulatory regime as investment consultants, say experts, as the UK's Competition and Markets Authority proposes widening the scope of the financial regulator @JonSBeckett @fundhouse (subs) https://t.co/33PQq6cwgF

[Ellie Duncan @EllieCDuncan]

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
https://t.co/gNd9xaCyBd

[Fundhouse @fundhouse]

https://t.co/c2603pp9v1 Fundhouse's Rory Maguire discussing value for money on the podcast with @FTAdviser

[Ed Moisson @edmoisson]

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 https://t.co/Z1CGlWsJS6 ($)

[Investment Week @InvestmentWeek]

Revealed: Finalists for the 2018 Fund Services Awards and Investment Research Awards

https://t.co/CTe3xAl5Sq

[Fundhouse @fundhouse]

https://t.co/kM2n8eBspO

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

[Fundhouse @fundhouse]

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

[Devesh Ambasna @ambasna]

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. https://t.co/dN9nWHx4jQ

[Fundhouse @FundhouseSA]

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

[Fundhouse @fundhouse]

We agree. This is why we publish our manager selection track record, to keep us honest. It's a shame others don't. https://t.co/d1rK7PT8XR