Fund Research Overview

Consolidated Valuation
Fund Analysis
Ranking Table

Allenbridge's speciality: High Quality Research

Allenbridge Group, founded two and a half decades ago by a seasoned City investment analyst, Anthony Yadgaroff, continues to pride itself on the quality of its research into investment manager performance.

They analyse the performance of more than 2,000 funds, investing in a wide range of assets, from shares through property and bonds, and both in the UK and overseas. Their extensive database and proprietary measurement techniques provide the statistical foundation for their research.

But, importantly, 'number-crunching' is only part of their work; they are in direct and regular contact not only with market-leading fund managers but also with their newer competitors who are just starting to appear on our 'radar'.

In this way, they are able to make much more informed judgements about managers' strategy and tactics and add valuable human insights to their fundamental statistical research.

All this dedicated research lies at the heart of AllenbridgeCare - a complete package of support for your investments that makes for a better way of monitoring their performance.

For no additional charge, clients receive
the following information:
  • Quarterly consolidated valuations
  • Fund analysis sheets with detailed explanations of our views
  • ISA Direct (the twice-yearly comprehensive investment update)
  • Great discounts
  • Allenbridge fund rating tables
  • Red Alerts (our "early warning" service to clients on underperforming funds).

Take control of your investments!

The Allenbridge service is designed to give you a head start by making sure you pay as little as possible at the outset, but the start is just that and over the long run it's likely to be the ongoing attention you pay to your investment that really counts.

With our regular valuations helping you keep your eye on the ball and our analysis to show you just how good the funds you hold really are; you have the tools to make sure your investments don’t go to seed.

As your portfolio grows our Fund Directory will help you keep your investments under control and working together towards your goal.

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Allenbridge Group Ltd - incorporated and registered in England and Wales. Registered office: 10 Crown Place, London EC2A 4FT UK

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