Verbatim funds receive industry ratings

We are delighted that Defaqto, the leading risk rating analysts, have mapped the Verbatim and Total Clarity Funds under their risk-rating scheme*. Defaqto Risk Ratings are a great way of helping advisers match suitable multi-asset risk-bound funds with their clients’ mandates and is yet further evidence of Verbatim's pedigree.

In addition to the Defaqto ratings, the FP Verbatim Growth funds, managed by John Husselbee of Liontrust, have been awarded ‘RSMR rated’ status.

This means that the funds have passed a thorough Rayner Spencer Mills Research vetting process, and are deemed to have achieved the high standard required to receive this stamp of approval. As one of the market leading providers of risk managed investment solutions, we are delighted that the consistent returns within a risk-managed mandate of our flagship growth range have been recognised by one of the UK’s most respected fund research agencies.

These ratings are in addition to our existing LIPPER ratings for consistent returns^.

So…

If you are looking for a solution with a proven track record of meeting client investment needs then look no further…

  • Leading industry research ratings
  • 7 year track record of strong performance
  • Consistently delivered returns within expected risk parameters
  • FP Verbatim 3 (the lowest risk profile) has delivered a 52% return
  • FP Verbatim 7 (the highest risk profile) has delivered an 80% return
  • £500m+ assets under management
  • Available on all major platforms and as insured funds in several of the larger insurance bonds and pensions

Returns refer to cumulative performance since launch March 2010, applicable to FP Verbatim funds 3 and 7.


^ The Lipper rating for Consistent Return identifies a fund that has provided relatively superior consistency and risk-adjusted returns when compared to a group of similar funds

* Fund name & Defaqto Risk Score

FP Verbatim 3 - Defaqto Risk Score 3 | FP Verbatim 4 - Defaqto Risk Score 4 | FP Verbatim 5 - Defaqto Risk Score 5 | FP Verbatim 6 - Defaqto Risk Score 6 | FP Verbatim 7 - Defaqto Risk Score 7

Verbatim 5 Income - Defaqto Risk Score 5

Total Clarity 3 - Defaqto Risk Score 3 | Total Clarity 4 - Defaqto Risk Score 4 | Total Clarity 5 - Defaqto Risk Score 5 | Total Clarity 6 - Defaqto Risk Score 6

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