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Some portfolios may appear impressive at first glance, but what do you really know about their ingredients? Here's what we can tell you about the provenance and quality of ours... - Each investment portfolio is crafted and managed by the experienced RSMR Managed Portfolio Service (MPS) Investment Team, and comprises a blend of RSMR rated funds.
- The RSMR MPS is built on a foundation of expert, independent research, applying both qualitative and quantitative analysis.
- Our forward-looking investment approach is proprietary and backed by a proven fund rating system, which evaluates historical, long-term risks and returns across various asset classes.
- Only a select group of funds (10-15% of the Investment Association universe) achieve an RSMR rating, and these are rigorously monitored, challenged, and reviewed on an ongoing basis.
- Regular meetings with fund managers across the globe ensure that the funds we rate not only meet our exacting standards but also have the processes in place to deliver the best performance in their specific sectors and regions
| NUTRITION FACTS | - 20 years of providing ratings to advice businesses
| - 17 years of managing high quality advisory portfolios
| - 250+ years of aggregate RSMR research team experience
| - 600+ fund manager meetings each year
| - 17 multi-platform RSMR managed portfolios
| - 90+ RSMR rated funds used in RSMR portfolios
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| Important Notice This is intended for investment professionals and should not be relied upon by private investors or any other persons. Past performance is not a guide to future performance. The value of investments and any income from them can fall as well as rise, is not guaranteed
and investors may get back less than they invest. RSMR MPS is provided by RSMR Portfolio Services Limited. RSMR Portfolio Services Limited is a limited company registered in England and Wales under Company number 07137872. Registered office at Number 20, Ryefield Business Park, Belton Road, Silsden BD20 0EE, RSMR Portfolio Services Limited is authorised and regulated by the Financial Conduct Authority under number 788854. RSMR is a registered trademark. | | Website X LinkedIn | |
