UnwaveringIndependence

Fundhouse started in 2007 and is an independent, owner-managed firm providing specialised investment advice to our customers. We are a multiple-award-winning research firm, with strong expertise in fund manager research, asset allocation and portfolio construction. We separate out investment clarity from all the noise, by offering unambiguous, well researched investment opinions, delivered by owners. Our ambition is to be a force for good in financial services and our mission is to enable as many end clients to retire with dignity as possible.

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Research & Ratings Updates

Jupiter European Special Situations fund update Baillie Gifford Global Discovery fund update Fidelity Global Dividend report updated - Rating held at Tier 2 BNY Mellon Long-Term Global Equity report updated - Rating held at Tier 1 Changes at AXA IM
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Articles & Insights

Oracle: Business structures matter in asset management

Tuesday, 10 Jul 2018
In a recent article in FT Adviser, Rory Maguire discusses how the business structures of asset management companies drive behaviours and affect client outcomes.

Our Awards

We were humbled to receive top industry awards for our manager research in both 2016 and 2017.
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