Have more confidence in your investments

How and where you decide to invest your money could have a big effect on your returns. It’s vital your potential investments are well researched and it’s a good idea to get advice so you can put plans in place to suit you. And it’s important to hold investments for at least five years – investing isn’t for the short term.

Our Technical Research team assess thousands of funds from across the market – looking at their performance, fund manager strategy and long-term prospects. From this we put together a preferred panel of funds that your financial adviser uses to create personalised recommendations for you.

What to expect from a good fund manager

  • They take a measured, long-term view and don’t make knee-jerk reactions
  • Even when the markets seem to be over-reacting, they stick to their convictions
  • They’ll observe patiently and wait for the right time to buy into a market

Extra level of support

To offer an extra level of support to our research, we also work with Fundhouse, a leading independent company.

Fundhouse’s CEO Rory Maguire believes it’s sensible for customers to use a financial advisory organisation with the time and expertise to narrow a "universe" of funds down to a workable panel.

"Ultimately, we aim to evaluate whether there is good evidence that a fund is going to deliver a good investment outcome to clients," he says. "If you can find a fund that has a team that has seen both supportive and tough markets, especially the latter, and they have shown good temperament over time, that’s a great start."

Our expert says...

Rory Maguire

We’ve worked closely with the team at Skipton for a while. They’re thorough and insightful when evaluating funds, because they genuinely care about customers. A panel of funds should give Skipton’s customers more confidence that the funds are evaluated thoroughly and have been done with their needs in mind.

Rory Maguire, Fundhouse Co-founder

Our recommendations are likely to include stock market-linked investments. These aren’t like building society savings accounts, as your capital is at risk and you may get back less than you invest. The value of your investments and any income from them may fall as well as rise.

Find out more about our Financial Advice services

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