The Waverton European Capital Growth fund & the M&G Asian fund receive an #RSMR rating. The Waverton European Capital Growth fund represents a compelling and differentiated offering in the European equities space, providing investors access to an established and consistent process run by an experienced management team with a strong long-term track record for adding value consistently across a market cycle. The strength of the team managing the M&G Asian fund enables them to shape the portfolio from a ‘curated universe of stocks’ which has been built up over the longer term, investing in companies and industries that they understand comprehensively. Find out more and access the full #RSMR factsheet detailing why we rate the Waverton European Capital Growth fund & the M&G Asian fund: https://lnkd.in/ehsprjNr #waverton #mandg #investmentmanagement #portfolioconstruction #activemanagement
RSMR
Financial Services
Silsden, Yorkshire 812 followers
The UK's leading fund ratings agency.
About us
We've been delivering trusted opinions on investment solutions in the UK since 2004 and offer the widest set of recognised and respected ratings in the marketplace. Our unique, whole of market, impartial perspective forms the basis of recommendations made by advisers to their clients, helping investors achieve better outcomes in line with their goals. Each member of our investment research team has an average of 24 years' experience. Combine that with over 600 fund manager meetings every year and the outcome is investment research that is robust, progressive, professional and insightful, helping you to achieve success in your business. We understand financial services and work with you to deliver solutions that are right for your clients and your business. We are experienced, trusted and professional and our research is your success.
- Website
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http://www.rsmr.co.uk
External link for RSMR
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Silsden, Yorkshire
- Type
- Privately Held
- Founded
- 2004
- Specialties
- Rated Funds, Bespoke Investment Solutions, Fund research & analysis, Fund and product development, Asset Allocation, Model portfolios, and Platform
Locations
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Primary
Number 20 Ryefield Business Park
Belton Road
Silsden, Yorkshire BD20 0EE, GB
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Employees at RSMR
Updates
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Are you seeking fresh ideas for your fixed income investment strategy? Gain valuable insights from experts at the #RSMR virtual panel, featuring renowned specialists from Aegon Asset Management, Baillie Gifford, GAM Investment Management, and Pimco. Register here: https://lnkd.in/epivKzjF #fixedincome #investmentstrategy #investmentmanagement
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The #RSMR flagship event in Harrogate is an unmissable opportunity to engage with top industry experts and uncover exclusive insights and perspectives. Take a look at the speaker line up and book your place: https://lnkd.in/em2NYK5j #investmentconference #portfolioconstruction #investmentmanagement #bnymellon #troweprice
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‘Inflation has come down, we think that will continue, and that should give the Fed sufficient leeway to make sure they can push for a softer landing, and they don’t hurt the growth backdrop. The biggest debate really is the bond market and particularly the US bond market’ Paul Flood, Head of Mixed Assets Investment, Newton Investment Management talking at the RSMR Multi-Asset panel on Tuesday. If you missed the session you can catch up on demand on the RSMR website: https://lnkd.in/eAS5eXpW #multiassetstrategies #usbondmarket #growthvvalue #newtoninvestmentmanagement
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Explore the building blocks of successful Multi-Asset portfolios tomorrow, 17th September, at the RSMR virtual panel from 10:00 to 10:45. Moderated by Stewart Smith, Head of Managed Portfolio Services at RSMR, we'll be joined by: Columbia Threadneedle Investments - Keith Balmer, Portfolio Manager Aegon Asset Management - Vincent McEntegart, Investment Manager BNY Mellon - Paul Flood, Portfolio manager, Equity Income team Baillie Gifford - Steven Hay, Head of Income Research Register here: https://lnkd.in/epivKzjF #multiassetstrategies #fundmanagement #portfolioconstruction #fundresearch
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The 2024 US election landscape has been marked by dramatic twists, including the attempted assassination of Donald Trump and Joe Biden’s withdrawal from the presidential race. With Biden’s full backing, Kamala Harris was swiftly positioned as the Democratic candidate for the November election, setting the stage for an intense and highly competitive race. In the latest #RSMR Investment Perspectives we're asking: - What if Trump or Harris get elected? - What’s going on in the market, and what ripple effects can we expect? - How do the macroeconomic uncertainties affect investment strategy? Click to read the article: https://lnkd.in/eavxgmDD Click to listen to the podcast: https://lnkd.in/ezAiwSu7 #uselections #trumpadministration #kamalaharris #protectionism #usdollar
Investment Perspectives: The market impact of a Trump vs. Harris election
rsmr.co.uk
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Last call for the #RSMR Multi-Asset virtual panel on Tuesday next week. Are you looking for inspiration when it comes to refining your multi-asset investment strategy? Listen to what the experts have to say at the RSMR virtual panel and take away indispensable insights from leading specialists at Columbia Threadneedle Investments, Aegon Asset Management, BNY Mellon and Baillie Gifford. #multiassetstrategies #portfolioconstruction #columbiathreadneedle #aegon #bnymellon #bailliegifford
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'She's one of the most trusted voices in the industry' CNN Shivvy Jervis, one of Europe's top female futurists, is an award-winning innovation forecaster & she’s talking at the #RSMR flagship conference in Harrogate in November. Don’t take our word for it – the iconic TED Talks commend Shivvy for ‘remarkably finding what’s relevant in all the noise’, and the World Economic Forum laud ‘her ability to make complex topics accessible, in such a human way’. Meet the innovation pro voted champion of change at the RSMR Harrogate conference: https://lnkd.in/emXCtzTu #ai #neuroscience #connectedworld #digitalinnovation #investmentconference
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How do you build successful multi-asset portfolios? When it comes to creating prosperous multi-asset portfolios, tactical asset allocation and management of risk and liquidity are fundamental but where are the opportunities and how should investments be balanced to generate the best possible outcomes for your clients? Get the inside track from those in the know at the upcoming RSMR virtual panel. 💡Multi-Asset Virtual Panel 📅 Tuesday 17th September ⏰10:00 to 10:45 Find out more & register: https://lnkd.in/epivKzjF #portfolioconstruction #multiassetstrategies #portfoliomanagement #columbiathreadneedle #aegonassetmanagement #bnymellon #bailliegifford
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The Premier Miton Strategic Monthly Income Bond fund gets an RSMR rating. The fund is managed by a strong team of managers, credit analysts and dealers, who have developed a unique approach to managing the fund based on a ‘triangle of trust’. The team have consistently applied their coherent investment process since the fund was launched and this has been reflected in the fund’s performance. Find out more about why we rate this fund on the RSMR website: https://lnkd.in/e_JA8jCA And read about the reasons behind the rating in Investment Week: https://lnkd.in/ePmhkaHR #fundrating #investmentresearch #investmentmanagement #premiermiton #incomebond
The RSMR fund update - June 2024
rsmr.co.uk