fund-selection

Fund Selection

There are  thousands of different funds to choose from and to review every fund would be an impossible task for us and so after careful consideration we decided to use the services of Old Broad Street Research (OBSR).

Within the fund industry an OBSR rating is very highly prized and demonstrates a robust investment process and good past performance.

Occasionally we may recommend a fund without an OBSR rating. This maybe because the fund is new or that the sector it falls within is too small for the funds to be rated. In this instance we will recommend a fund but only after we have conducted our own research and are satisfied that it will meet our clients needs.