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Investing For Growth?
The problem is that 92% of all investment funds are mediocre at best. (1)

This is even worse than it appears because investors buy and sell at just about the worst possible time. (2)

Now imagine the solution.  Imagine that you can simply and consistently identifying the 8% of funds with the greatest potential.

And how about being able to identify the best possible times to buy and sell?

This is what FundExpert  does, and much more besides.

You carry on doing your investing on your current  investment platform, or continue with your existing advisers.  We simply provide you with the tools, research, and Smart Technology to make much better decisions, which will transform your investing potential.

It will also make your investing a lot less stressful and a lot less time-consuming.

To start we make it easy for you to rate your existing funds, and identify duds.

You might like to build your own portfolio, in which case we provide you with a straightforward, yet remarkable process for uncovering funds with outstanding potential.

Or you might like a bit more guidance, in which case there are a selection of very powerful portfolios, which we regularly review and update with great clarity.  .

Need an occasional nudge? For example, when you need to review your funds our new Smart Technology will prod you into action.

In a nutshell we will unlock the potential of your investing.
Here's how to achieve your potential

Would you start a diet without any idea of which foods are fattening? No.

But when investing many people do just that - and that includes many people in the investment industry too!

Myself and the team spent many years researching what works, and not just based on our own considerable experience.  It included input from practitioners and academics around the globe which stretches back decades.

One of our earliest pieces of research focused on UK growth funds, by far the most popular funds.

It covered the 20 years from 1994 to 2014, and here's what we uncovered (For the avoidance of doubt this is all after charges.)

If you invested £100,000 in 1994 into the average UK growth fund, it  became £370,668, or very slightly more if you had opted to buy an index tracker  - which doesn't sound terrible.

Alternatively, what if you had a simple, proven, process for selecting funds and applied it consistently?

Then your £100,000 grew to £1,179,114.

£808,446. Extra

And our in-depth research also informs us that there is a 92% probability of you consistently achieving these higher growth levels by applying this process, 

This "process" is now built into our powerful Dynamic Fund Rating.

This doesn't just apply to UK funds. These ratings are available for all fund sectors, as is the underlying long term research, so you can see the potential for yourself, sector by sector.
 

What's The Catch?

How much would you pay someone who could deliver the sort potential represented by that extra £808,446?

Quite a few thousand pounds a year surely?

How much do you spend on High Street coffees each month?  £40?

Wine or beer?  £50-100?

On eating out?  £100-£300?

Sky subscription?  £80?

FundExpert? From Just £1 for the first month, and then just £29.20 per month thereafter.

I am so confident you will benefit hugely, that if you don’t think you are getting great value, you can cancel at any time in the first 12 months and you get your money back – no quibbling, no hidden extras. 

It's a bonkers offer really. You can pay £1.  Access all of our ratings and research, based on decades of sweat and tears.  Then after one month cancel and ask for your £1 back!  But please don't tell everyone about that wheeze.

Of course it’s not just about the money – it’s less stress for you, greater efficiency, and more confidence that you will achieve consistent investment outcomes.
Why Listen To Me?

 More than 30 years of experience is important. 

But it is the in-depth research over decades which is key to the value which myself and my colleagues have created for clients over many years.

Our experience has not only given us invaluable knowledge, but an ambition and drive to help our fantastic clients as best as we can.

We believe with our research, the opportunities are endless.

Brian Dennehy,
Managing Director

 

Grey Portfolio?
92% of Investment Funds are mediocre. Discover how you can consistently pick the best funds to brighten up your portfolio. 
 
Unique Tools
Our unique tools, coupled with groundbreaking research, will ensure you only ever pick the top rated funds, regardless of your investment goal.
Buddy Service
Managing your investments isn't easy, That's why our team of experts are here to make your investing less stressful and less time consuming.
Take Off
Our investing tools and model portfolio's work, Decades of remarkable performance has shown us this. It will be great to take this journey together.
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  • Only £1 for the first month, then £29,20 thereafter
  • A clear process to uncover outstanding funds
  • Powerful, proven portfolios, continuously reviewed and updated
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J Abraham
"Direct, straightforward approach and...tremendous independent research on funds, which was crucial in using your services."
S Lockerbie
""Your research always casts much needed light on a complex area for decision making."
P Rosevear
"The most important feature for me was your reputation. It is not easy to get people to trust you these days."
S Belle
"Love the teleconferences, good balance of pace, the stop loss tables, the Overnight test, I feel I am learning something finally, like QE and QT."

NOTES
Note 1: Vintage fund report 2014. 92% of unit trusts/OEICS failed to be in the top 40% of performance in their sector for at least 60% of the time. We do not believe that this is a demanding benchmark, but only 8% of funds met it.

Note 2: Dalbar Report 2014. This report analyses actual investor performance. For example, over the past 20 years, "equity fund" investors in the US achieved an average 2.02% annualised return, which is 4.2% less than the 9.22% that he/she could have achieved by simply investing funds in an S&P500 index-tracking fund. The problem was investors jumping into and out of the market at the worst times.

Capital Risk: The value of funds and the income from them can fall as well as rise as a result of market or currency fluctuations, and you may not get back the amount originally invested.  Past performance is not a guide to future performance.  Please ensure that you read the Key Features and full product literature (on the pages after the applications) before choosing to make an investment. In particular, some funds might have special risks (such as the ability to defer withdrawals) and you should make yourself aware of these. All funds have the right to suspend dealings in extreme circumstances. 

This is not personalised advice: Information shown here and on the wider website should not be taken as personalised advice or a recommendation to make an investment decision.  No liability is assumed for any use, or misuse, of the information presented on this website, whether by FundExpert or Dennehy Weller & Co.
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