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Research begins with a study of the past PERFORMANCE of a particular fund.

We are concerned with specific fundamental factors. Has the fund achieved a consistent level of performance over the past three and five year periods?

Although past performance is no guarantee for the future, we can examine both the fund and the fund manager's track record.

As global economic conditions change we need to be sure that our fund selections are continuing to perform in line with our expectations. We use a range of investment tools to check that a fund continues to perform within its stated objectives.

Detailed research will include the use of ‘Risk and Reward Scatterplots’, a ‘Correlation Matrix’ and ‘Stock Overlap Analysis’.