What do I get?
As a member of Bates Investment Review Service, every 12 months you will automatically
receive a comprehensive Fund Review on each* PEP, ISA, OEIC and Unit Trust fund
that you register with us.
Here are just some of the key benefits:
Key Fund Information
Amongst the information in this section, we provide an up-to-date check on the yield
(income) paid out by your fund. If you selected to have your income re-invested
this will be done automatically by the fund provider to increase the value of your
fund.
Aim of the Fund
The purpose of this section is to confirm what your fund is aiming to achieve.
How your fund compares See the performance of your investment fund over the last
12 months compared to the average performance of similar funds in the same sector.
We will show you exactly how £1000 in your fund has performed against the average
for the sector so you can keep a check to see how your fund manager is performing.
Detailed annual performance
As well as the 12-month performance graph, we will show you exactly how the fund
you are invested in compares to the average for the sector in each of the past 5
years (where possible), and the cumulative performance. This will help you to see
how consistent the fund manager has been over the medium term.
Fund Ratings – The Scorecard
We have selected Lipper, a leading independent provider of fund analysis, to provide
the “Lipper Leaders Scorecard” for our investors. They provide us with two measures
- ‘Total Return’ and ‘Consistent Return’. For each measure, funds are scored on
a basis of 1 to 5, with 1 being the best score for that measure and 5 being the
worst score. This helps to indicate how well your fund is performing.
Our guide to understanding your fund review
We will provide you with a clear, concise guide to the information you receive for
each fund review to ensure you can make the most of this service and make the most
from your investments.
Click here to see an example fund review.
To take advantage of this service, complete our Registration Form now.
Click here to display and print the Registration Form.
Return to:
Bates Investment Review Service
Devonshire House
582 Honeypot Lane,
Stanmore
Middlesex HA7 1JS
If you do have any queries please call us on 0845 013 8080 or why not take a look
at our Frequently Asked Questions (FAQ’s)- designed to answer some of the most
common questions we get asked about the Investment Review Service.
*Bates Investment Review Service cannot review 'Self Select' equit investments administered
by a stockbroker or Investment Trust Fund.