Vanguard leads on investor value - Boring Money

Q4 Boring Money Fund Investor Tracker

Kathleen Gallagher
clock • 2 min read

Vanguard has retained its top ranking as providing the most value to customers in the final quarter of last year, while Baillie Gifford, who clambered into the top ten last year, fell out in Q4, according to Boring Money’s Investor Tracker.

The figures are based on rankings provided by more than 1,500 UK retail fund investors - both advised and non-advised - at the end of every quarter. Respondents are asked to identify the fund managers they invest with, and whether they feel they are currently offering good value. Vanguard had the top spot on a 12-month rolling basis as well as in the final quarter, with HSBC Global Asset Management also in second by both metrics. Hargreaves Lansdown, Aviva Investors and Aegon rounded out the top five for the quarter. Third, on a 12-month rolling basis, was Axa IM followed by Hargreave...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

PA Working Lunch: Orbis on risk and return from the bottom up

PA Working Lunch: Orbis on risk and return from the bottom up

Join PA and Orbis on Wednesday for an informative online session

Professional Adviser
clock 20 January 2025 • 1 min read
Quilter's WealthSelect rebalances in response to bond market

Quilter's WealthSelect rebalances in response to bond market

Following recent government bond market performance

Isabel Baxter
clock 17 January 2025 • 1 min read
PA Awards 2025: Multi-asset shortlists revealed

PA Awards 2025: Multi-asset shortlists revealed

The industry’s best in balanced, high yield, adventurous and cautious funds

Professional Adviser
clock 15 January 2025 • 2 min read