We've been helping advice businesses deliver better investment outcomes for their clients since 2004.

Over 15,000 advisers across the UK now use our market-leading fund ratings and portfolios, which are underpinned by our rigorous research, our experience and analysis. We offer the widest set of recognised and respected ratings in the marketplace.

What we do

• Our research team is one of the most accomplished in the country with over 250 years of collective experience.
• We constantly monitor and assess the market, meeting with around 600 fund managers each year.
• We filter the Investment Association universe of 4,000 funds, finally rating around 400.
• We consider ESG (Environmental, Social and Governance considerations) as a risk factor that we take into account in all our research and ratings. Our Responsible rating is effectively ESG+
• Our ratings are a badge of quality, due diligence and reputation - we don't mess around with rankings, we either rate funds or we don't.