We would like you to be able to make your own informed investment decisions. That's why our team of research experts regularly review all the major investment sectors to identify areas we feel have the most potential.
What do we look for?
We carefully analyse what has driven both short and long-term performance across the different sectors and stock markets. This means we understand why a fund has performed the way it has.
We also seek to identify up and coming fund managers who we believe could be worth investing with; highlight those who are not performing well; and review those who prove popular with our clients.
To make sure you are kept up to date, our research team will update each sector review on a biannual basis.
Meet some of the research team
Mark Dampier, Head of Research
Mark began his career in financial services in 1983 and joined us in 1998. Mark is one of the most respected and highly-regarded investment commentators in Britain, and his views regularly appear in the national press. Mark heads our research team - working closely in sharing his knowledge with the wider investment team. Mark has ultimate responsibility for the construction of the Wealth 150.
Richard Troue, Head of Investment Analysis
Richard joined us in 2006 and heads up the team responsible for analysing and selecting funds for inclusion on the Wealth 150 and within our Multi-Manager range of funds. Alongside leading the team, Richard is committed to analysing US, Japanese, fixed-interest, and ethical funds.
Kate Marshall, Investment Analyst
Kate completed a year in industry with us during university and returned when she completed her business degree. Kate is part of the team responsible for analysing and selecting funds for inclusion on the Wealth 150 and within our Multi-Manager range of funds. She is one of our specialists for Asia, emerging markets, Europe, and UK All Companies funds.
Heather Ferguson, Investment Analyst
Heather joined us straight from university and is part of the team responsible for analysing and selecting funds for inclusion on the Wealth 150 and within our Multi-Manager range of funds. Within the team Heather is passionate about analysing UK smaller company, property, specialist and global funds for our clients.
A starting point for your research
If you are considering making an investment in any of the sectors below the reviews can provide a logical starting point. Find out what has been driving sector performance and which funds we are favouring for new investment.