About RSMR

On behalf of advice businesses, we rate funds based on our in-depth, qualitative, forward-looking research and we've been working with financial advisers since 2004, assisting them in delivering the right investment solutions for their clients.

Our research team is one of the most accomplished in the country with over 200 years of collective experience.

  • We constantly monitor and assess the market, meeting with around 600 fund managers each year.
  • We filter the Investment Association universe of 4,000 funds, finally rating around 400.
  • Our fund ratings are underpinned by rigorous investment analysis and we offer the widest set of recognised and respected ratings in the marketplace.
  • Our ratings are a badge of quality, backed by our experience and reputation and we don't mess around with rankings, we either rate funds or we don't.

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All our investment research is available on the RSMR Hub.

The Hub is a bank of FREE, in-depth information for advisers. It's full of outstanding, independent, whole of market research that will add serious structure and definition to your selection process. It offers support and insight with detailed fund profiles, fund reviews and factsheets, helping you to define and perfect your proposition. And it's pure food for thought for your client conversations with videos and sound bites from leading fund groups and cracking content from our investment research team.

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