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For information about the IA sectors including fund categorisation, see our IA Sector Overviews.
Find out how we have responded to an event relating to a fund or asset manager and whether a fund's status has altered.
Read our Guidance notes, Monthly Viewpoint and other articles written by the team.
We are dedicated to helping financial advisers to assess, select and monitor suitable actively-managed funds from the whole of the market. Download our brochure for further information about our free service.
| 15 Jan 25 | Bulletin | Ninety One UK Special Situations – fund manager change | Read more |
| 13 Jan 25 | Monthly Viewpoint | Summary Review of December 2024 | Read more |
| 11 Dec 24 | Monthly Viewpoint | Summary Review of November 2024 | Read more |
| 11 Dec 24 | Bulletin | AXA Global Short Duration Bond – Recommended addition | Read more |
| 02 Dec 24 | Bulletin | Stewart Investors Asia Pacific Leaders Sustainability – change of fund name | Read more |
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Embark Group is a fast growing, diversified, financial services business and one of the largest full-scale retirement solutions providers in the UK. We operate successfully in both the adviser and institutional areas of the retirement market and power some of the UK’s largest retail financial services businesses.
*All figures as at end August 2024.
At The Adviser Centre, our primary aim is to support financial professionals in their fund selection and suitability work through independently-minded research, borne of decades of industry experience. Our process is framed by the fundamental concepts of “quality”, “value” and “utility”, through which we answer the key questions of why to invest in a fund, how it is likely to behave and how it can be deployed.
The Adviser Centre team members are some of the most experienced in the fund research industry. We can always look forward to robust and constructive discussions and we have great respect for their views and perspectives, which, given the breadth of their fund and market knowledge, come from an extremely well-informed position.
We have known and worked with the team for several years and we value their experience and the insights they provide to our own investment process. The service differentiates itself by its more focused nature and the information on their factsheets is useful in emphasising a fund’s key mandate, exposure and style biases, helping to explain the risk/return journey that our customers can expect.
© The Adviser Centre | All Rights Reserved. The Adviser Centre is a trading name of Embark Investments Limited and is not authorised to carry out regulated activities. Embark Investments Limited is a company registered in England (No. 03383730) and a wholly owned subsidiary of Embark Group Limited, with its registered office at 33 Old Broad Street, London, EC2N 1HZ. Embark Investments Limited is authorised and regulated by the Financial Conduct Authority (Registration No. 628981). This website is provided by The Adviser Centre and is a service for financial professionals only. Information on this website, including data and information from asset managers and third party sources, is deemed to be correct at the time of publication but The Adviser Centre takes no responsibility for its accuracy. Opinions are stated honestly and with careful consideration but they can change at any time and should not be solely relied upon. Information featured on the website does not constitute financial or investment advice.
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