Former OBSR trio launch fund buy lists at City Financial

Laura Dew
clock

City Financial has launched its own fund research service - The Adviser Centre - to help financial advisers select funds for portfolios.

The service was created by Peter Toogood (pictured), Gill Hutchison and Anthony McDonald, who all joined City Financial from Morningstar OBSR last year. The service, which will not rate funds, will list around 120 funds which the trio feel are either recommendations, funds to watch or established funds which investors should continue to back. Hutchison said: "The recommended list is our ‘buy list', with all funds open to new investors. They have to offer clean share classes, be at least £20m in size and growing, and be a quality fund which offers value for money." Established funds...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Stories of the Week: Bernanke calls on BoE; US inflation drops; abrdn relaunches two fixed income portfolios

Stories of the Week: Bernanke calls on BoE; US inflation drops; abrdn relaunches two fixed income portfolios

BoE; US inflation; abrdn: The biggest stories from the world of investment and asset management this week

Sarka Halas
clock 17 May 2024 • 1 min read
Stories of the Week: BoE holds interest rates; FCA: Name and shame consultation 'valid'; Concord sticks with offer for Hipgnosis

Stories of the Week: BoE holds interest rates; FCA: Name and shame consultation 'valid'; Concord sticks with offer for Hipgnosis

BoE; FCA; Concord: The biggest stories from the world of investment and asset management this week

Sarka Halas
clock 10 May 2024 • 1 min read
Partner Insight: Adding emerging market debt exposure? Look to local bonds.

Partner Insight: Adding emerging market debt exposure? Look to local bonds.

There are five factors that make a strong case for emerging markets in a global fixed income portfolio.

Arif Husain Head of Fixed Income and Chief Investment Officer, Fixed Income, T.Rowe Price
clock 08 May 2024 • 6 min read
Trustpilot