Fund Reviews

Fund Reviews combine qualitative elements with quantitative analysis. With Fund Reviews, we look beyond the hard facts. Based on an extensive fund manager interview, we look at your people, processes and philosophy. They serve as additional marketing material that can be used standalone. They are also displayed in Engage together with other fund documents, to communicate the value of your proposition to advisers.

Key benefits of commissioning Fund Reviews:

  • Available through Defaqto Engage used by over 8,500 users, they help you to communicate the value of your proposition at the point of recommendation
  • They provide credible external messaging from a recognised and trusted brand - Defaqto has 74 % prompted consumer brand awareness and 98% brand recognition among advisers
  • Tell the story of your proposition beyond the hard facts of fund fact sheets and KIIDs
  • Fund Reviews can be used as a great supplementary marketing material to engage with advisers

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