Fund Research

Before investing in funds our researchers not only study their performance and get to know the fund managers but also scrutinize the investment firms to learn more about their strength, integrity and stability.

Swordfish Financial has a rigorous process for selecting funds. We search across the market to select those we believe will perform well over the medium to long term. We meet more than 500 fund managers a year, specialising in all major asset classes and geographic regions.

Our researchers carry out an initial quality screening to examine the financial strength, organisational integrity and stability of an investment firm. We also ensure there is sufficient manager access and full portfolio transparency.

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