Here at RSMR we have a highly experienced team which researches a wide range of funds to maintain our fund rating service.
When deciding whether to rate a fund, we consider who manages it, their experience, their investment decisions, how well the fund has performed, and how risky it has been.
Those we are happy with following our research, are designated a 'Rated Fund' and awarded our coveted 'R' rating, which you may already have seen during your research, or from discussions with your financial adviser.
When studying funds as part of the rating process, we don't rely solely on past returns but assess likely future performance and we always meet the fund manager.
So far, our 'R' badge has been awarded to well over 300 funds managed by more than 50 leading fund companies including household names such as Fidelity, Jupiter, M&G and Schroders.
You may wish to consider talking to a financial adviser who can expand on the value of selecting rated funds.
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Please note that we do not and cannot provide advice to investors on the suitability or appropriateness of any funds or investments.
Investor Insight Newsletter
Fund Rating: What does it involve?
Geoff Mills, RSMR director, explains how his company assesses fund managers before awarding its 'R' ratings.
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