Our independent, in-depth assessments ensure that only the top 10–15% of funds within the Investment Association universe earn an RSMR rating.
Each rated fund undergoes continuous monitoring, review, and challenge, giving you the confidence to make informed investment recommendations with ease. Since 2004, our proven research process has helped financial advisers deliver stronger outcomes for their clients, saving time and reducing risk.
Whether you’re evaluating active, passive, or responsible funds, or seeking insight on investment trusts, fund ranges or DFMs, RSMR provides the expertise you need — so you can focus on what matters most: your clients.
