Fund Research Overview
To hear about the firm’s research methodology and how we succeed in producing consistent "Alpha" for our clients, click here to view the Jonathan Wallis Video.
AB Growth (FTSE) Portfolio
56.11% outperformance
Portfolio notes:
Comprises Allenbridge
recommendations
from Dec-2001 to
May-2010
Benchmark allocation:
60% UK Equity
25% Overseas Equity
10% Fixed Interest
5% Cash
AB Balanced (FTSE) Portfolio
41% outperformance
Portfolio notes:
Comprises Allenbridge
recommendations
from Dec-2001 to
May-2010
Benchmark allocation:
55% UK Equity
20% Overseas Equity
20% Fixed Interest
5% Cash
AB Income (FTSE) Portfolio
23.27% outperformance
Portfolio notes:
Comprises Allenbridge
recommendations
from Dec-2001 to
May-2010
Benchmark allocation:
47.5% UK Equity
7.5% Overseas Equity
40% Fixed Interest
5% Cash
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.
Our experienced team of actuaries and analysts covers a wide range of markets, including Unit Trusts, Venture Capital Trusts, Enterprise Investment Trusts, Hedge Funds and Funds of Hedge Funds.
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 absolutely no 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 ranking tables
- Red Alerts (our "early warning" service to clients on underperforming funds).
How does all this help clients?
The proof of the success of this method is shown by the way in which the Allenbridge model portfolios have outperformed their peer groups in the seven years since we began to measure them. There is absolutely no guarantee that past performance will necessarily be repeated.
But look at how Allenbridge has performed against accepted industry benchmarks. We have taken three widely used investment strategies and measured the returns over the past seven years. These are compared with model Allenbridge client portfolios, made up exclusively of Allenbridge's published fund recommendations. The charts opposite tell the story...
