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Financial Planning's 
International Standard

Investment Fund Research & Review Criteria

Our research is conducted on an asset allocation basis employing consensus models of Cautious, Balanced and Stockmarket portfolios. 

The consensus models are based on the Life Office Asset Allocation Analysis published monthly by Lipper and offer a quick and simple portfolio framework. 

The portfolios are split into asset sectors and suitable funds chosen within these sectors. These criteria are used both in our selection of funds for new portfolios and in the review process for existing portfolios.

Our fund selection and review criteria have been developed over many years and are based on statistical analysis and rigorous mathematical principles.

Recent copies of our fund research sheets are available by clicking below.

We also have standard notes available on the following:-