Analyse the performance and ranking of your own funds, and identify if you are using the best performing funds available.
Ensure you are investing efficiently with the best information:
Book a no obligation call with our advice team and find out more about our performance and charges and how we can help you invest more efficiently.
Investor hub is an independent fund research platform for investors who want to ensure they are investing in consistently top quartile funds.
Its investor focused features will allow you to independently monitor your portfolio performance, assess fund managers and identify the best performing funds and fund managers. For investors who manage their own investments, investor hub is a unique resource that provides a comprehensive performance overview and assists investors in making decisions based on facts.
Yes, Investor Hub adds an additional layer of protection by allowing you to assess the quality of the funds they have been advised to invest in. You will be able to assess the quality of the portfolio you are have been advised in, and hold your adviser accountable on quality.
Yes, there are numerous filters on Investor hub that allow users to tailor the results they see. With the ‘Advanced Fund Search’ function you can define the results based on sector, fund management group, fund type i.e pension funds, unit trust funds etc. Also, the top funds filter allows you to filter funds based on their overall star rating. Should you wish to view 4 & 5 start funds only in one sector, you can filter accordingly.
In addition to our fund manager research feature InvestorHub also contains our ‘Manager League Table’ which helps to identify which fund managers have consistently outperformed their competitors. The manager league table lists fund management firms from 1st to last based on the proportion of funds under their management that have consistently outperformed their peers and received a 4 and 5 star performance rating.
* Find out which fund management brand has the most top performing funds under their management
*Identify the fund management brands with the highest proportion of underperforming funds under their management
* View the ranking of each fund manager based on the performance of their funds
The portfolio analysis feature of Investor Hub is set up for one portfolio. But we do not limit the number of accounts users can have and for each account a 7 day free trial would apply.
The cost of Investor Hub is £495 per annum, however we regularly run special offers for investors with portfolios valued at less than £500k. Chat with our online team, or book a call with our client services team to discuss your options. There are also a number of free services you can avail of.