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

LF Woodford Equity Income suspends trading Invesco Global Smaller Companies downgraded to Tier 2 rating BNY Mellon rebranding Threadneedle UK Monthly Income downgraded to Tier 2 rating Baillie Gifford Long Term Global Growth awarded Tier 1 rating
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Articles & Insights

CMA findings into investment consultants

Monday, 25 Feb 2019
We attended a Transparency Task Force event last month, where we again discussed the findings of the CMA report into investment consultants and fiduciary managers. We are of the opinion that where investment consultants advise clients and also provide investment services, there is a clear conflict of interest.

Our Awards

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