Here at Informed Choice we have constructed a comprehensive investment research process to determine the most suitable funds for each of our recommended asset classes.
Academic research tells us that it is simply not possible to consistently select the ‘best’ investment funds or identify ‘star’ fund managers. Our research process aims to find investment funds that are most likely to deliver consistent performance.
We start with the entire universe of collective investment funds. These are divided into the relevant IMA sectors before we apply our research criteria to each and every fund. Funds that demonstrate risk managed returns combined with a low total expense ratio are typically preferred by this research process.
In addition to this formal research process, we are fortunate to have regular contact with all of the leading fund management groups and their managers. The high profile status of our firm and directors gives us a degree of access to those individuals in the fund management business who do not typically engage directly with other IFA firms.