Investment Fund Research & Review Criteria

With effect from October 2002 we have changed our research to an asset allocation basis, using 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.

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

We also have standard notes available on the following:-