Defaqto’s DFM Satisfaction report 2021

We are proud to have been ranked 1st in 10 of 14 categories.

Defaqto is an independent financial research and software company specialising in rating, comparing and analysing financial products and funds. The study among financial advisers received 338 responses measuring the performance of 14 categories of satisfaction.




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Capital at risk. The value of investments and the income from them may go down as well as up and investors may not get back the original amount invested. Past performance is not a guide to future performance. Further information is available in the Key Investor Information Document (KIID), the risk section of the Fund’s prospectus and the Fund Factsheet. Please read the KIID before making any investment decision.

Released in March 2021, Defaqto’s discretionary fund manager (DFM) satisfaction study was undertaken during July and October 2020, employing both online and telephone fieldwork.

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