How does GBIM select funds?
Funds offer the most efficient way for our clients to change asset allocation.
We invest in unit trusts, investment trusts, OEICs (Open-Ended Investment Companies) and offshore funds, which together encompass thousands of funds.
When selecting them, we focus upon people rather than products, and how they manage their funds, rather than only looking at the results they get.
We use external research to identify a small pool of about 100 promising managers, then reduce this to a recommended list of 50 – 60 managers through qualitative analysis based upon personal knowledge, interviews, references and style assessment. The result is exposure to an eclectic mix of managers who should outperform their peers over an investment cycle.