// Gatekeepers Tag

15 Apr 2019 Gatekeepers in the mix (40-85%)

Gatekeepers tend to select single-strategy funds as building blocks in broader portfolios, so the presence of multi-asset funds on gatekeeper lists is usually to cater for one-stop shoppers on D2C platforms, for ISAs for example, or to satisfy the needs of smaller investments through advisers where they may be aimed (unfairly) at so-called less-sophisticated investors.

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08 Mar 2019 Gatekeepers and the Global sector

Having led the retail sales figures all year, perhaps it was no surprise that the Global sector was overtaken by a mixed asset sector in Q418. Plummeting equity values served to remind investors that stuff goes down as well as up – despite years of outstanding growth, investors took to more hand-wringing than perhaps a three-month downturn warranted. Global is the new black The attractiveness of the Global sector over the years – and the withering of the UK All Companies equivalent – reflects investors and their advisers’ increasing desire to leave decisions on geographical allocation to the manager. However, the sector...

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28 Aug 2018 Deconstructing the FCA’s Platform Study Interim Report

The FCA’s interim platform report has already been well and truly thrashed out by trade journals and other research houses. However, we believe that our tools and research are ideal for proactively engaging with the regulator’s long-term objectives and have reviewed the interim report on that basis. But first let’s start with the basics: why, who and what.

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25 May 2018 What drove Gatekeepers in 2017?

We compared Gatekeepers in 2017 to 2016 to look for any emerging trends or changing preferences. But it's safe to say that 2017 can be characterised as a year when Gatekeepers continued to stick with big-name funds, despite their non-appearance as top performers. Meanwhile lesser-known funds outperformed, but were unable to get on fund selectors' radars or if they had been noticed, get fund selectors to up their exposure. Fund groups The fund groups with the most selections in 2017 were still the behemoths of the UK industry. Overall, BlackRock was the most popular, leapfrogging Fidelity and Schroders to become the group...

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24 Oct 2017 Cool Britannia

Our Gatekeepers series continues with a review of the UK All Companies sector. View the top ten UK All Companies funds in the second quarter here. With 225 actively managed funds, the IA UK All Companies sector has been seen as the bellwether for asset allocators looking for broad-based exposure to UK Equities. However, according to the Investment Association, it has been the worst-selling retail sector since 2010 (with the exception of 2013 when sterling corporate bond assumed the mantle).
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25 Sep 2017 Absolutely fabulous?

Although June and July were stonkingly good months for global equity, we haven’t lost sight of the fact that the Targeted Absolute Return (TAR) sector had the highest net sales figure for the first six months of the year. 
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19 Sep 2017 Going Global…

As part of our ongoing Gatekeepers research, we're focusing on a different sector each week. This week it's the global sector, the bestselling sector of the past year. Adviser portfolios tend to follow asset allocation templates that disaggregate global equities into regional, single-strategy funds, so you would expect the one-stop-shop global equity fund to be a less popular alternative. It’s a surprise, therefore, to see the Global Equity sector consistently topping the sales charts.
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10 Jul 2017 BEYOND MS15/2.3 – CHALLENGING THE RESEARCH MARKET

Last year, the Gatekeepers report caused a stir in the industry by being the first to shine a light on potential biases in fund ratings. This year’s edition is bigger, better and bolder with a wealth of practical information to help fund managers navigate this challenging post MS15/2.3 market. As well as re-assessing the gatekeeper market, we’ve taken a closer look at the efficacy of active fund management, sorted the really active wheat from the closet-tracking chaff, and looked at the value chain from a regulatory perspective and the potential for further scrutiny and investigation.
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19 Sep 2016 Gatekeepers — it’s been a year!

Gatekeepers.  That word strikes fear into many fund managers' hearts and rightly so. These are the people who increasingly influence and direct the volume of sales in the UK, and if a fund group isn't on their radar it's potentially missng out on some sizeable assets. The problem becomes even more acute when the investment outlook is stormy and investors are taking shelter. The Gatekeepers analysis by Fundscape and GBi2 was designed to shed  light on this murky world and help fund groups understand and pinpoint available opportunities. But it was also designed to help advisers and investors make sure  they work with gatekeepers who are actually making a demonstrable difference to investor outcomes.
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09 May 2016 Gatekeeper selections and the top sectors of 2015

According to the Investment Association, the top sectors of 2015, by net sales, were UK Equity Income, Targeted Absolute Return and Europe ex-UK.  Fund groups lucky enough to have funds in these sectors will have had a good year, and if their funds were on any shortlists, they probably had a great year.  How much impact does being selected by a gatekeeper have on a fund's fortunes? We ran our gatekeepers analysis to find out which funds had performed best and whether there was any correlation between performance and the number of selections they had attracted. All of the funds shown below are ranked on their three-year returns.  The tables below include a mix of the best funds by performance and the funds with the most gatekeeper selections. The ones with the  most gatekeepers usually attract the most flows.
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