What is FundSelect+?
FundSelect+ is our structured fund selection service, built around a rigorous six-step approach. Starting from a broad longlist, we filter down step by step to a focused shortlist of top funds within the asset category you choose.
You see every stage of the process, every fund considered, and exactly why each one made it through, or didn't.
Use it as your primary selection tool when you want a structured, transparent process, or as an independent benchmark to validate and challenge your own selection.
Funds are assessed on four core criteria: cost, performance, consistency and risk. Weightings can be tailored to your own preferences, investment goals and parameters.
What will I get?
A complete, ready-to-use selection package for the asset category you choose, with full transparency from start to finish.
- i.A detailed Excel workbookEvery fund considered throughout the process, from initial longlist through to final selection, with fund names, ISIN numbers and key data points.
- ii.In-depth factsheetsConcise factsheets on the top three to five funds, so you can quickly compare and understand why they sit at the top of the list.
- iii.Full process transparencyEvery filter, every decision point. You see exactly how the final selection is determined within your chosen asset category.
- iv.A preparatory callBefore the run starts, we align with you on objectives, parameters and the asset category that fits your needs.
Book a brief call
A 20-minute intro call with a short live demo, so you can see the process and output for yourself.
