25th September 2019

Rathbones: The value of DFM

While partnering with a Discretionary Fund Manager is an established investment discipline, there’s been virtually no hard data on how advisers who’ve adopted it have performed against non-adopters.

Have adopters enjoyed greater revenues over non-adopters?

How has adoption impacted client trust?

We commissioned research specialist Coredata to undertake an adviser survey to understand these (and more) key issues. You can see the results for yourself in the final chapter of ‘The value of discretionary fund management’, which has just been released

Investments, DFM, Investment Commentary

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Baillie Gifford Managed Fund Q2 2026 investment update

Investment specialist Barry Templeton gives an update on the Managed Fund covering Q2 2026.

Artemis: High Yield Happenings: How short-dated high yield can help manage risk

Short-dated high-yield bonds may lag equities during the good times but history suggests they make up for that when times get tough.

Baillie Gifford Cautious Managed Fund Q2 2026 investment update

Investment specialist Barry Templeton gives an update on the Cautious Managed Fund covering Q2 2026.

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