Vanguard has retained its top ranking as providing the most value to customers in the final quarter of last year, while Baillie Gifford, who clambered into the top ten last year, fell out in Q4, according to Boring Money’s Investor Tracker.
The Boring Money figures are based on rankings provided by over 1,500 UK retail fund investors - both advised and non-advised- at the end of every quarter. Respondents are asked to identify the fund managers they invest with, and whether they feel they are currently offering good value. Vanguard had the top spot on a 12 month rolling basis as well as in the final quarter, with HSBC Global Asset Management also in second by both metrics. Hargreaves Lansdown, Aviva Investors and Aegon rounded out the top five for the quarter. Third on a 12 month rolling basis was Axa IM followed by Harg...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
