Vanguard leads on investor value - Boring Money

Q4 Boring Money Fund Investor Tracker

Kathleen Gallagher
clock • 2 min read

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 figures are based on rankings provided by more than 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 Hargreave...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Advisers say 'cash returns don't cut it' as equity exposure soars

Advisers say 'cash returns don't cut it' as equity exposure soars

Three quarters of advisers have helped clients increase equities exposure

Hope Coumbe
clock 14 June 2024 • 1 min read
Goal progression: What matters most to younger investors

Goal progression: What matters most to younger investors

Many advisers are trying to win over and retain more younger clients

Gordon Titman
clock 13 June 2024 • 4 min read
Darius McDermott: What will be the catalyst for real assets?

Darius McDermott: What will be the catalyst for real assets?

Real assets are providing increasingly important in the AI boom

Darius McDermott
clock 07 June 2024 • 4 min read