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The top rated fund managers for Value

8 Feb, 2022

The results are in! Every quarter we track what customers have to say about their fund managers. Through our quarterly survey of more than 1,500 UK retail investors, we can lift the lid on what customers really think about the brands they're invested with.

Our data covers a broad range of topics from investor sentiment and intentions to how optimistic they feel about the economy. But the central focus is on the fund managers they invest with, and how they rate them.

We ask every investor whether they think their chosen fund managers have been delivering overall value. Here are the results for Q4 2021:

Brands including Vanguard, HSBC Asset Management, AXA Investment Management, Aviva Investors, Royal London Asset Management and JP Morgan Asset Management have consistently featured in the top 10 brands most likely to be give a positive value score from customers.

The research indicates that brands with a proposition beyond pure asset management – including those brands with a advice, platform, bank, pension or insurance offering – tend to achieve a stronger and more consistent customer value ranking.

Fund Investor Tracker