Six steps to selecting a discretionary fund manager

Gillian Hepburn, UK Intermediary Solutions Director, explains a simple six step process that can be used to select a discretionary fund manager.

Go to the profile of Schroders
Aug 09, 2019
0
0

Please remember that the value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.

This marketing material is for professional investors or advisers only. This site is not suitable for retail clients.

Issued by Schroder Unit Trusts Limited, 1 London Wall Place, London EC2Y 5AU. Registered Number 4191730 England.

Schroder Unit Trusts Limited is an authorised corporate director, authorised unit trust manager and an ISA plan manager, and is authorised and regulated by the Financial Conduct Authority.

DFM Directory
Outsourcing Partners

Money Marketing’s DFM & Outsourced Fund Solution Centre

Browse our directory of Discretionary Fund Managers, to manage your client portfolios, and Fund Providers, to search for a suitable one-stop shop fund solution.
Go to the profile of Schroders

Schroders

Outsource to Schroders and add our global resources to yours. We’ll put our 70 years of multi-asset investing experience to work for you. Choose from our multi-asset and multi-manager fund ranges, or DFM and MPS from Cazenove Capital

No comments yet.