Fundhouse (@fundhouse) header
Fundhouse (@fundhouse) profile picture

Fundhouse

@fundhouse

Fundhouse provides independent fund research and consulting, receiving no fees from fund managers.

 The UK and South Africa
fundhouse.co.uk
Joined October 2012
  • Tweets96
  • Following97
  • Followers301
6Media
Photo by Fundhouse (@fundhouse)Photo by Fundhouse (@fundhouse)Photo by Fundhouse (@fundhouse)Photo by Fundhouse (@fundhouse)Photo by Fundhouse (@fundhouse)Photo by Fundhouse (@fundhouse)
Today at 1pm Hot Topic: Sustainable Fixed Income Meet the host: Rory Maguire, Managing Director of @fundhouse Register to watch this debate via: brighttalk.com/webcast/18378… #fixedincome #investors #fundmanagers #UK #advisers #sustainableinvesting #debate
Image from @octomembers (@octomembers)
4
4
Live Hot Topic, 1pm Thurs 25: Let us know your questions for Host Rory Maguire @fundhouse to put to panellists Colin Finlayson @aegonamuk and Roger Webb @ASInvestmentsUK. DM @leerobertson64 or @sorrelmulhall or submit on app.octomembers.com. REGISTER brighttalk.com/webcast/47157…
Image from @octomembers (@octomembers)
1
1
Live Hot Topic Debate: Why now is not the time to give up on fixed income. Thursday 25 March at 1pm. Host Rory Maguire @fundhouse will be asking the questions of our experts Colin Finlayson @aegonamuk and Roger Webb @ASInvestmentsUK. Register brighttalk.com/webcast/47157…
2
2
We have downgraded Fundsmith Equity to Tier 2. This follows a detailed review in early 2020. Clients can download the full report online.
1
We don't usually comment publicly on our fund ratings, but we are being asked about certain funds. For transparency M&G Prop suspended in 2015 on liquidity concerns, Invesco High Income rated negatively in 2018, ASI GARS rated negatively 2015, Invesco GTR rated negatively 2016.
1
It is a privilege to be participating in the @TransparencyTF event on the CMA findings into investment consultants and fiduciary managers. End clients must surely gain from enhanced transparency and more accountability.
4
Indeed.
Anna Devine (@annamdevine) profile pictureAnna Devine@annamdevine14 Dec 2018
Fund rating agencies like Morningstar should come under the same regulatory regime as investment consultants, say experts, as the UK's Competition and Markets Authority proposes widening the scope of the financial regulator @JonSBeckett @fundhouse (subs) bit.ly/2rCTNhU
4
The latest @FTAdviser podcast is live - we're talking value for money. What represents good value when it comes to helping clients build an investment portfolio? In discussion with Nick Watson of @JanusHenderson and Rory Maguire of @fundhouse ftadviser.com/investments/20…
Getting value for money for clients

Getting value for money for clients

The rise of passive investing, along with other factors, has been helping to bring down fees and charges in the investment management industry, meaning advisers' clients should be getting better...

ftadviser.com
2
1
ftadviser.com/investments/20… Fundhouse's Rory Maguire discussing value for money on the podcast with @FTAdviser
Getting value for money for clients

Getting value for money for clients

The rise of passive investing, along with other factors, has been helping to bring down fees and charges in the investment management industry, meaning advisers' clients should be getting better...

ftadviser.com
1
2
Rory Maguire @Fundhouse says fees rewarding fund managers for size of assets, rather than performance, create a “moral hazard” that pushes firms to launch more funds or to create big funds, neither of which are in clients’ interests @igniteseurope bit.ly/2zZhANK ($)
Image from Ed Moisson (@edmoisson)
4
4
Revealed: Finalists for the 2018 Fund Services Awards and Investment Research Awards ow.ly/mUJx30lC8uz
Image from Investment Week (@InvestmentWeek)
2
2
3
youtu.be/A3VY2unhvVQ Here is a link to Fundhouse's Rory Maguire presenting the five principles to select a mutual fund. Thanks to @AllanGraySummit for releasing video of the speakers at their ground breaking 2018 Investment Summit. @fundhouse @FundhouseSA
Allan Gray Investment Summit 2018 Selecting a unit trust

Allan Gray Investment Summit 2018 Selecting a unit trust

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

youtube.com
1
5
It was great to have Rory Maguire speaking at the Allan Gray Investment Summit @AllanGraySummit on selecting funds. Fabulous event with thousands in attendance.
Image from Fundhouse (@fundhouse)
1
9
Good news and great addition for the billions entrusted to @OmnisInvest. Transparency: @fundhouse is the only business of its kind that publishes its fund selection track record. xitter.gq/talya_nma/status/10174…
Talya Misiri (@Talya_Misiri) profile pictureTalya Misiri@Talya_Misiri12 Jul 2018
Omnis selects Fundhouse as external investment consultant | @OpenworkOnline @OmnisInvest @fundhouse | bit.ly/2JdPnnL
3
5
Managing Director of Fundhouse UK, Rory Maguire chairing the panel discussion at the @Schroders investment conference in Edinburgh. @fundhouse
Image from Fundhouse (@FundhouseSA)
2
8
We agree. This is why we publish our manager selection track record, to keep us honest. It's a shame others don't. xitter.gq/PPJamesPhillips/status…
This Post is from an account that no longer exists. Learn more
1
4
Financial advice probably costs more than active management. Should it? ftadviser.com/investments/20…
Not much fat to cut in advice fees

Not much fat to cut in advice fees

Active managers are under fee pressure from all sides, with the Financial Conduct Authority’s (FCA) asset management market study deeply challenging their value proposition. Cheaper alternatives have...

ftadviser.com
4
1
Advisor's fees could face pressure, but how low could they go? bit.ly/2Guc4Eu @fundhouse #WealthManagement
Image from Wealth Professional Canada (@WealthProCA)
2
1
#InvestmentForum2018 Great closing panel: Show me Alpha! Investec/Orbis/Schroders - very well facilitated by Rory Maguire of @Fundhouse Enjoyed differing views @planbbluestar
2
2
With all the current noise on GARS, after performance turned, our negative report on the fund in late 2014 helped our clients avoid it. Fund research independence really matters. ftadviser.com/2015/01/21/inv…
Load more