Risk-rated funds: get the best with a global strategy

The years running up to the implementation of the Retail Distribution Review (RDR) were a time of significant change for the financial services industry, not just from the perspective of advisers, but also fund managers. In preparation for the introduction of fee-based charging structures, advisers will have gone through the process of segmenting their client base to establish the level of service economically viable for each segment. In many cases, advisers will feel the value of their own service is best expressed through financial planning on a broader scale and not through investm...