Fundhouse Insights Latest Articles

27
Nov
2017

Investment trusts: friend or foe?

In a recent article on FTAdviser, Rory Maguire discusses both the positives as well as the drawbacks on using Investment Trusts and how Fundhouse advises their clients in using them. To ...
7
Nov
2017

Is Active Management a Commodity?

In a recent article published in the Transparency Times magazine, Rory Maguire discusses the dicotomy of active fund managers believing that they are better than average yet the fees ...
25
Aug
2017

Mega Mergers

The recently announced fund group mergers appear to be placing the investment industry on a path where we have fewer, larger competitors. Should clients be excited by this trend: a ...
21
Aug
2017

FCA Market Review Helps Clients

Last week, the FCA released their final report into the asset management sector in the UK. We are usually averse to regulators intervening where competition can solve market dynamics, ...
19
Aug
2017

Seek Poor Performers

Studies, like those done by Dalbar, suggest that investors, in aggregate, would prefer Fund A – in fact if they owned Fund B, the average client may sell it to buy into Fund A. Fund ...
17
Aug
2017

Index Funds Can be Costly

The use of index funds inside portfolios is substantial and growing. But is it sensible? Clearly there is no simple answer, but our view is that a lot of caution is needed at this time.
17
Aug
2017

Where is the TAA skill?

We have evaluated well over 50 individual multi asset strategies in the past year. What seems to be quite consistent across many of them over long periods is the limited of evidence for ...
17
Aug
2017

How We Evaluate Funds like GARS

We have evaluated Standard Life GARS, Invesco Global Targeted Return, Aviva Aims and many other similar strategies, including ones that aim for higher outcomes like the JP Morgan Global ...
9
Aug
2017

Is Active Management a Commodity?

It is our business to try to find what we consider to be superior actively managed funds, managed by skilful investors. We may, for example, find an active manager who has delivered ...
5
Jul
2017

Where your client’s life meets their money – the birth of the Financial Coach

As Carl Richards puts it: At the end of the day, when you ask somebody, "Why is your money invested the way it is?" the only correct answer to that is, "Because it gives me the greatest ...
20
Jun
2017

For professionals in business, the C-word is important, but not the one you thought

Being a professional in business raises a number of dilemmas. To what extent are you obligated to serve the needs of your clients above your own? The first FAIS Ombud, the late Charles ...
9
Jun
2017

Investment Implications of a UK Hung Parliament

The UK had an impromptu general election yesterday, called by the governing Conservative (Tory) Party a few weeks ago. While they had an outright majority leading up to the election, ...
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