Professional Fund Maintenance Ltd
01924 405405

Products & Services

We provide a comprehensive quarterly report to IFAs for each of the solutions forming part of their Centralised Investment Proposition, including Multi-Manager/Multi-Asset Funds, Model Portfolios, Discretionary Management Services or even individual funds.

The report provides a number of performance and risk related measures in a client friendly presentation and includes our unique portfolio rating.

All measures are compared to bespoke benchmarks across the risk levels required.