Fundhouse’s model portfolio service is now available to research and assess as part of your due diligence in Analyser.
Fundhouse was established in 2007 in South Africa, and in 2010 co-founder Rory Maguire set up Fundhouse UK. It provides institutional consulting services and works with clients including wealth managers, pension funds, charities, banks and platforms.
Fundhouse is owned by professional services firm Mercer but is run by its founder as an independent, specialist business.
It launched its MPS in 2018 and currently has £2.8bn in MPS assets under management.
The ranges available in Analyser are:
- Global
- Index Plus
- Responsible Global
These are available on 17 platforms.
Fundhouse says its business model is part of what sets it apart, with the asset allocation, fund research and portfolio construction underpinning its MPS also bought on a standalone basis by large wealth managers.
The company also prides itself on its independence, with unbiased fund buy lists, and no commercial relationships with fund managers to avoid conflicts of interest.
Recent developments include Fundhouse’s dedicated adviser portal, including performance analysis, webinars, client videos, rebalance notes and adviser brochures and reporting.
Ranges cost from 0.09% for the Index Plus range and 0.15% for the Global and Responsible ranges. Ongoing charges figures range from 0.23% to 0.53% for the Global range, 0.36% to 0.61% for the Responsible range and 0.15% to 0.18% for Index Plus.
Fundhouse is among the latest MPS providers to join Analyser. You can find out more about all the providers featured, including Fundhouse, on Analyser’s MPS directory.
If there’s a provider you’d like to see on Analyser, let us know and contact the provider to encourage them to get the wheels in motion.
Want to see how Analyser could help streamline your due diligence? Get started now and explore how Analyser can support your platform and MPS research.
