Every quarter we carry out a review and analysis of investment funds that are available. What we look for are funds of a decent size – usually £100 million invested and above – and have a good consistent performance over the last five years. We aren’t interested in those that are brilliant only in the short term.
Once we have identified funds we are comfortable in using, we divide these into risk category, and there are five categories in total although we generally only use three of them:
Once all funds have been categorised into one of the above, this makes up our Recommended Fund List (RFL) and is what we use for new investments going forward. For existing investments, we review those with funds that have fallen out of the RFL, and ask the investor for their permission to move them into those which are in the RFL. So we are always monitoring and keeping a watchful eye on our clients’ money. Not only that, we will give you 24/7 access to how your funds are performing on the MAP Investment Portal.
This process is ongoing and we are constantly monitoring external factors, be they political or economic. At the moment, the economy is in what at best can be called a transition phase. We have reasonable growth in the UK, but we have Brexit looming, and at this stage no-one knows how that is going to affect us. What we at MAP will do is watch all the funds our clients are invested in to make sure that they keep on track.
If you would like to find out more about the MAP investment process or our RFL, please call us on 0345 241 1808 or email us at: firstname.lastname@example.org.
Please remember that the value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.