The RSMR Passive Plus range

Each investment portfolio is designed and managed by the highly experienced RSMR Managed Portfolio Service Investment Team. Each portfolio aims to deliver a particular level of investment performance relative to the level of risk and the choice of risk/return options allows advice businesses to make recommendations to satisfy their clients' attitude to risk.

The RSMR investment team analyses the entire Investment Association (IA) universe, and they conduct around 600 fund manager meetings each year. Regular meetings with fund managers across the globe ensure that the funds we rate not only meet our exacting standards but also have the processes in place to deliver the expected performance in their specific sectors and regions. Only a limited number of funds receive an RSMR rating, and these are carefully monitored and reviewed on an ongoing basis.

The initial fund analysis takes each IA sector and looks at a range of appropriate performance and risk measures. Funds that display attractive performance and risk characteristics may then be taken forward for further analysis. Both quantitative and qualitative measures are used to ensure that a fund’s performance has been produced by a robust investment and risk management process and by a strong fund manager or team. These factors combine to give us some indication of how a fund may perform in the future.

We look at statistical risk measures to further understand funds and how they operate. We consider funds in relation to their benchmark and sector and in relation to their objectives, as well as in absolute terms. This allows us to gauge how much risk a fund may take, which is an important consideration when building combinations of funds for our managed investment portfolios.