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How £800m IFA Save & Invest runs its clients' money

How £800m IFA Save & Invest runs its clients' money

Jeffrey Deans says, although its unique back-office reporting system is central to the service it provides, Save & Invest is still a face-to-face advice business at its core

Funds & Fund Managers

All calculations in GBP, unless stated
over :
 Average Manager Total Return : -5.5% (31 January 2018 - 31 January 2019)
Total Return
1 of 30

0.6%

2 of 30

-0.5%

3 of 30

-1.4%

4 of 30

-3.5%

4 of 30

-3.5%

4 of 30

-3.5%

4 of 30

-3.5%

8 of 30

-3.9%

8 of 30

-3.9%

10 of 30

-4.4%

10 of 30

-4.4%

10 of 30

-4.4%

13 of 30

-4.5%

13 of 30

-4.5%

15 of 30

-6.2%

15 of 30

-6.2%

15 of 30

-6.2%

18 of 30

-6.8%

18 of 30

-6.8%

20 of 30

-7.3%

20 of 30

-7.3%

22 of 30

-7.4%

22 of 30

-7.4%

24 of 30

-7.8%

24 of 30

-7.8%

24 of 30

-7.8%

24 of 30

-7.8%

28 of 30

-8.7%

28 of 30

-8.7%

28 of 30

-8.7%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.

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