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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.
| 11 Apr 24 | Monthly Viewpoint | Summary Review of March 2024 | Read more |
| 28 Mar 24 | Bulletin | Fidelity Global Special Situations – Recommended removal | Read more |
| 04 Mar 24 | Monthly Viewpoint | Summary Review of February 2024 | Read more |
| 29 Feb 24 | Bulletin | AXA Sterling Credit Short Duration Bond – Recommended addition | Read more |
| 07 Feb 24 | Monthly Viewpoint | Summary Review of January 2024 | Read more |
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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.
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