Fundhouse partners with Courtney Havers for MPS service

Responsible for fund selection

Tom Eckett
clock • 1 min read

Kent-based IFA Courtney Havers has appointed research and fund rating firm Fundhouse as its independent and external investment partner, responsible for all aspects of the firm's investment process and fund selection.

Fundhouse will provide the firm with a bespoke model portfolio service, which it will maintain as well as full fund selection support by monitoring a list of approved funds. The firm will also be part of Courtney Havers' investment team while sitting on its investment committee. Courtney Havers said Fundhouse being the only fund research firm regulated for fund research was a key factor in selecting the firm to be its investment partner. Fundhouse reveals fund selection track record to demonstrate added value Ray Tuffield, managing partner of Courtney Havers, said: "Fundhouse's ...

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 Funds

Assets in the fund became "too few to keep the fund alive" following investors pulling their capital, however, the fund is still offered in separate accounts and LPs.

William Blair IM pulls UCITS China offering following 'key investor' withdrawals

'Assets too few to keep the fund alive'

clock 05 January 2024 • 1 min read
Of the firm's 124 equity categories, 19 returned a net negative performance in 2023, with the bottom ten dominated by Asia exposures.

Asian funds endure poor performance in 2023 as local currency bonds thrive

European fund performance review

Elliot Gulliver-Needham
clock 05 January 2024 • 2 min read
Royal London Short Money Market first took the top spot in October 2023, where it remains, while the £22.7bn Terry Smith fund has since been further overtaken by L&G Global Technology Index and Vanguard LifeStrategy 80% Equity.

Fundsmith Equity slips further down ii most bought list

Falls to fourth place

Elliot Gulliver-Needham
clock 04 January 2024 • 2 min read
Trustpilot