5th Floor, 100 Cannon Street, London EC4N 6EU, United Kingdom
Our service features impartial fund research, IA Sector Overviews, regular commentaries and more. Register for free using your companies FCA Financial Services Register number – we look forward to welcoming you
The Adviser Centre, launched in 2014, is an online, free-to-air fund research and investment consultancy service which features analysis and information on actively-managed funds, selected from the whole of the market. It is dedicated to supporting financial professionals in their fund selection work, with a special emphasis on helping with the assessment of fund suitability. The service is practical, focused and easy-to-use and designed to reside at the heart of a financial adviser’s investment process.
Funds that feature within The Adviser Centre are selected for their quality, utility and value for money attributes. A single-page factsheet is available for each featured fund, incorporating factual information, together with the team’s clearly articulated opinion of the fund, an explanation of its characteristics and suggestions on how it can be utilised in investment portfolios.
Formerly members of the research and consultancy teams at Morningstar and OBSR, The Adviser Centre team has a strong heritage in delivering market-leading fund research and opinion. The service provides a host of additional materials, providing perspectives and guidance for advisers on markets, IA sectors and fund manager changes.
View our single page fund fact sheets, providing impartial research and covering fund opinion, information on a fund’s characteristics, an in-depth explanation of how a fund might be used and our evaluation of a fund’s risk and SRRI score....
See our IA Sector Overviews for help in understanding more about the composition of the Investment Association sectors, the different styles and structures that exist and the positioning of our featured funds within their respective IA sectors....