// Gatekeepers Tag

12 Jun 2019 Gatekeepers and Woodford’s woes

Every Tom, Dick and Harry has had a pop at Neil (yes, the villain has a first name) Woodford over the last few days. Countless rent-a-mouths have queued up to drizzle us with their schadenfreude (most know nothing about funds). But while they like to claim they saw it coming, they conveniently forgot to warn the rest of us. 

Read the Article

27 May 2019 Volatility, value for money and gatekeepers

Over the last decade, a key feature of the retail investment landscape has been the industry’s development of risk-grading as a response to the suitability issue. How do advisers and their clients best ensure that the portfolio selected for them is most likely to produce the capital appreciation and income provision they expect, with the fewest surprises?  In other words, what is the risk that they don’t achieve their goals?  That risk has been distilled down to a single figure on a risk-scale derived from a portfolio’s expected standard deviation of returns, also known as volatility.

Read the Article

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.

Read the Article

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...

Read the Article

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.

Read the Article

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.
Read the Article

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).
Read the Article

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. 
Read the Article

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.
Read the Article

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.
Read the Article
SIGN UP TO OUR NEWSLETTER

Want to be kept informed of Fundscape news, views and developments? sign up to our newsletter.

Send this to friend