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Open Communication

Disciplined Procedures with Open Communication

As with every investment there are reporting policies in place – this would normally take effect half yearly in the form of a Manager’s Report from the investment house, detailing portfolio moves, performance and the fund manager’s outlook. But what goes on in the interim months? Some Advisers are fortunate enough to have updates from the fund groups themselves on an ad-hoc basis and may even get to see the fund manager at a conference or industry event. But with more than 2,000 funds in the industry that’s a lot of fund managers to keep up to date with.

Peace Of Mind

The five Portfolio Managers were selected by us, ABS, via a rigorous investment selection process following research into each of their capabilities and skill set. Once appointed, the day to day management of the portfolio is passed to the investment groups who act as the investment advisers. However, an important and ongoing feature of the Sentinel proposition is to ensure your clients’ money is consistently working hard – meeting targets, making money.

The Investment Committee

We have an Investment Committee, which meets every three months. Attendees include representatives from ABS, the Authorised Corporate Director (ACD) of the Fund (Margetts Fund Management) together with the five Portfolio Managers for each of the Sub Funds.

At these meetings the Committee reviews the quarterly portfolio questionnaires completed and submitted by the five Portfolio Managers. The Managers also have to present their underlying Fund to the committee, the format of which is the same for each manager to enable consistency of review.

The meeting monitors the performance of the managers against an internally set benchmark and any stock or asset overlap. This ongoing governance and additional tier of portfolio and investment monitoring is extremely important for Advisers – giving peace of mind and the confidence that the Portfolio Managers are consistently being reviewed in a structured manner.

Where the Sentinel Fund differs from other OEICs available is what happens when something goes wrong. Should there be any sustained period of underperformance, or a change of portfolio manager within the Group appointed to manage the portfolio, ABS is able to serve notice on the appointed Investment Adviser. All this can be achieved without clients being asked to sell their holdings and reinvest in another fund or portfolio.

Adding value

Following the quarterly Investment Committee meetings all reports, questionnaires and presentations are published on the website – giving you complete access to high level privileged information normally only offered to those high net worth clients with personal portfolios of millions

Until recently only the wealthiest of investors could benefit from truly active and independent management of their investment. So in addition to the quarterly reporting we also bring the fund management team to you and your clients.

Approximately every six months our Portfolio Managers will host an ‘Investment Seminar’ inviting Advisers along with their clients to attend a presentation on how their money has and is being managed. So far the results of these seminars have been overwhelmingly successful – it endorses the Advisers’ reputation offering excellent client service and enables greater client familiarity/education with their investment.

Big investor benefits for just £1000!

News & Articles

The investment industry offers a plethora of news, reporting on recent events and factual research information. ABS has selected some news and articles relevant to you.

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