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QuantQual offers independent investment research for independent financial advisers. Saving time, costs, reducing risk, and improving client outcomes. Welcome to QuantQual – Your Trusted Partner in Investment Research and Consultancy Explore More QuantQual specialises in providing independent financial advisers (IFAs) with expert investment research, tailored fund recommendations, and thorough due diligence reports. We aim to empower financial planning practices by enhancing investment capabilities and streamlining client reporting. Why choose QuantQual Tailored Investment Solutions: We work closely with IFAs to create customised Centralised Investment Propositions (CIPs) and Centralised Retirement Propositions (CRPs). Our solutions align with your existing processes, allowing seamless integration and enhanced efficiency. Comprehensive Research Expertise: Our team, led by seasoned professionals with extensive financial services experience, offers quantitative and qualitative research. We analyse market trends, evaluate fund performance, and provide insights that support informed decision-making. Client-Centric Communication: We believe that effective communication is critical to success. Our reports are designed from the end client’s perspective, ensuring clarity and accessibility. We deliver actionable insights through concise updates, reviews, and mailings. Dedicated Support: Our collaborative approach means we are here to support you every step of the way. Whether you need assistance with fund due diligence or want to enhance your investment research capabilities, we’re committed to delivering results that drive your business forward. Meet Our Team Our team of experts brings a wealth of knowledge and practical experience in financial planning and investment research. With our Lead Analyst and dedicated researchers, we provide the expertise needed to navigate today’s complex financial landscape. Get Started Today Discover how QuantQual can enhance your financial planning practice with our bespoke investment research solutions. Contact us today to learn more about our services and how we can support your growth.

Exclusive Fund Focus MGTS Downing Fox 40% Equity Fund Think Differently This Month’s Fund in Focus Three Years of the Downing Fox Funds – Why the Fox 40% Equity Fund Stands Out Three years ago, Simon Evan-Cook and Alex Paget launched the Downing Fox Multi-Asset range with a simple ambition: to build straightforward portfolios that advisers could trust through changing market conditions. Three years on, that philosophy remains unchanged. Rather than constantly rotating between market themes or making dramatic tactical allocation calls, the Fox Funds have focused on something much harder to achieve, delivering consistency through a disciplined investment process built around fixed equity allocations, carefully selected active managers and robust downside protection. It is an approach that has helped the range establish itself as one of the UK's more distinctive multi-asset solutions. To mark the range's third anniversary, we've selected the MGTS Downing Fox 40% Equity Fund as our Fund in Focus. Why the Fox 40? The Fox 40 is designed for investors seeking long-term capital growth without taking unnecessary levels of equity risk. Unlike many cautious multi-asset funds that rely heavily on tactical asset allocation, the Fox 40 maintains a permanent structure of approximately 40% growth assets and 60% defensive assets, giving investors clear expectations of the level of risk they are taking. The equity component is invested through carefully selected active fund managers spanning value, growth and quality investment styles, while the defensive allocation uses cash and developed market government bonds to help cushion periods of market weakness. A Different Philosophy One of the most refreshing aspects of the Downing Fox range is that it deliberately avoids chasing whichever investment style happens to be outperforming. Instead, Simon Evan-Cook and Alex Paget have built what they describe as a style-neutral portfolio. By combining specialist managers with differing investment styles, the aim is not to win every quarter but to deliver smoother outcomes over full market cycles. This helps reduce dependence on any one style, sector or region while providing investors with a more consistent investment journey. Simple by Design At QuantQual we spend a great deal of time researching investment processes, and one feature of the Fox range immediately stood out. The portfolios are refreshingly uncomplicated. Each fund has a fixed equity allocation, is rebalanced daily and follows the same transparent framework. Advisers know exactly what each portfolio is trying to achieve and clients can understand where their money is invested without unnecessary complexity. We also particularly like the innovative "Whisky & Water" charging structure, where investors only pay management fees on the actively managed equity component while the defensive assets are held at no additional management cost. Why We Like It Our recent due diligence resulted in the Downing Fox range receiving a QuantQual Gold Rating. Our assessment highlighted several characteristics that differentiate the range: A disciplined, repeatable investment process. Experienced multi-asset managers with a long-term perspective. A genuinely style-neutral construction. Strong governance and risk controls. Excellent transparency. Competitive overall costs. Daily rebalancing to maintain consistent risk profiles. For advisers looking for dependable multi-asset building blocks rather than market timing, the Fox range offers a compelling solution. Why Now? Today's investment environment continues to reward disciplined portfolio construction. Although inflation has eased and interest rates appear more stable, markets remain characterised by changing leadership, elevated valuations in parts of the US market and continued geopolitical uncertainty. Against that backdrop, diversified portfolios that combine active manager selection with meaningful downside protection appear increasingly attractive. The Fox 40's balance of growth assets and defensive holdings positions it well for investors who value consistency over short-term excitement. Listen to the Podcast To celebrate the third anniversary of the range, Gillian Lamb of QuantQual recently sat down with Simon Evan-Cook for an in-depth discussion covering: Why the Fox Funds were created. The thinking behind fixed equity allocations. Style-neutral investing. The opportunities the team currently sees in markets. Why simplicity can often produce better long-term outcomes. It's a fascinating conversation that provides advisers with a real insight into the philosophy behind one of our Gold Rated multi-asset ranges. Listen to the podcast on Spotify QuantQual View Three years is an important milestone. While no investment should be judged solely on short-term performance, it is long enough to demonstrate whether an investment philosophy remains consistent through differing market conditions. The Downing Fox team has remained true to the principles established at launch: simplicity, transparency, disciplined active management and clearly defined risk profiles. Those qualities were central to our decision to award the range a Gold Rating, and they continue to make the MGTS Downing Fox 40% Equity Fund one of the standout cautious multi-asset solutions available to advisers today.

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Access QuantQual’s resources for financial advisers, including investment guides, portfolio insights, market updates, and research reports to support informed decisions. QuantQual Trusted Insights. Smarter Decisions Media Resources At QuantQual, we provide a wealth of knowledge to empower financial advisers with actionable insights, in-depth analysis, and current market trends. Our Media Resources include podcasts, blogs, newsletters, and events designed to keep you informed and ahead in the investment landscape. Podcasts Tune into QuantQual’s podcasts for expert discussions, market updates, and in-depth interviews with industry leaders. Our episodes provide relevant insights tailored for financial advisers looking to enhance their advisory capabilities and investment strategies. Newsletters Our quarterly newsletter covers the latest in market news, fund highlights, and performance of our flagship portfolios ensuring you’re always well-informed. Events Join us for QuantQual-hosted events where industry experts and advisers come together to discuss innovations and challenges in the financial services industry. Our events are an opportunity to gain knowledge, build connections, and engage in meaningful discussions that benefit your clients.

Cookies Cookie Policy Last Updated: November 2024 QuantQual ("we," "our," or "us") uses cookies on our Wix-powered website to improve your browsing experience, analyse traffic, and enhance the functionality of our services. This policy outlines what cookies are, how we use them, and your choices regarding cookies. What Are Cookies? When you visit a website, cookies are small text files stored on your device (computer, tablet, or smartphone). They are widely used to improve user experience by enabling websites to remember your preferences and actions. Types of Cookies We Use Essential Cookies These cookies are necessary for the website to function correctly. They enable core functionality such as security, accessibility, and page navigation. The website cannot operate effectively without these cookies. Analytics and Performance Cookies These cookies help us understand how visitors interact with our website. They collect information anonymously, such as the number of visitors, pages visited, and time spent on the site. Functional Cookies Functional cookies remember your preferences and choices (e.g., language settings), enhancing user experience. Targeting and Advertising Cookies Although our website may not directly serve advertisements, Wix or third-party tools integrated into the site may use targeting cookies to deliver relevant ads to you or analyse ad performance. Cookies Used on Our Website Since QuantQual's website is built on Wix, it may utilise the following types of cookies: Session Cookies: Temporary cookies that expire when you close your browser. Persistent Cookies: Cookies that remain on your device for a specified period or until deleted. First-Party Cookies: Set directly by our website. Third-Party Cookies: Set by third-party services integrated into our website (e.g., Wix Analytics, Google Analytics, or social media platforms). For more details on Wix's use of cookies, refer to Wix's Privacy Policy. Managing Cookies You may be prompted to accept or manage cookies when you first visit our website. You can adjust your cookie preferences at any time by: Changing browser settings: Most web browsers allow you to manage cookies through their settings. You can block or delete cookies, though this may affect the functionality of our website. Updating cookie preferences: If our website includes a cookie consent banner, you can modify your preferences by revisiting the banner. Third-Party Cookies Our website may include embedded content or third-party features like social media platforms or analytics providers. These third parties may set their cookies, and we do not control their use. Please review their respective privacy and cookie policies for more information. Updates to This Policy We may update this Cookie Policy from time to time to reflect changes in technology, laws, or our business operations. The updated version will be posted on this page, and the "Last Updated" date will be revised accordingly. Contact Us If you have any questions about our use of cookies, please get in touch with us at: Email: support@quantqual.co.uk Postal Address: QuantQual, 10 New Merrifield, Jareth House, Wimborne, England, BH21 7AL

QuantQual: Transparent investment insights for financial advisers. Explore our methodology, flagship portfolios, and quarterly updates for informed decisions. QuantQual A Foundation of Transparency and Integrity QuantQual is built on transparency and integrity. Below, we have included our methodology, flagship portfolio guide, and latest quarterly update. Our Investment Methodology Discover how QuantQual selects and reviews investments. Our research-driven methodology is designed to provide financial advisors with clear, insightful analyses and recommendations tailored to diverse investment goals. Flagship Portfolio Guide Explore the QuantQual Flagship Portfolios. Our portfolios are structured to meet a variety of risk and return objectives, providing advisers with a trusted framework for their client's financial planning. Due Diligence Document for QuantQual Conducting thorough due diligence is crucial when choosing a research partner. Our comprehensive due diligence document provides all the essential information you need to evaluate QuantQual 's services and ensure we're the right fit to support your business goals. Monthly Update (Aug 2026) Stay informed with our latest quarterly update. Our market insights keep you up-to-date on key economic developments, ensuring you’re informed on current trends and their impact on our portfolio strategies. Exclusive Member Access All our buy and sell notes, along with in-depth analyses, are available in the member section for registered advisers.

Explore QuantQual's latest articles with expert insights on market trends, investment strategies, and financial planning tips tailored for financial advisers. QuantQual Stay Ahead with Independent Research Insights Articles and Papers

Terms and Conditions Terms and Conditions These Terms and Conditions ("Terms") govern your use of the QuantQual website and services ("Service"). By registering for or using our Service, you agree to these Terms. QuantQual Limited ("QuantQual," "we," or "our") reserves the right to update these Terms at any time, with changes effective immediately upon posting on our website. Continued use of our Service after posting modifications signifies your acceptance of the modified Terms. QuantQual Limited is incorporated in England and Wales (Company Number: 14226288). Our website is www.quantqual.co.uk . For inquiries, please email us at support@quantqual.co.uk . Our Service The term "Service" refers to: Investment research and analytics, including fund ratings and portfolio reviews. Bespoke tools for financial advisers, such as market sentiment analysis and portfolio evaluations. Additional services are outlined in our website's "Services" section. Who is Our Service For? Our Service is exclusively for UK-based investment professionals authorised and regulated by the Financial Conduct Authority (FCA). It is not intended for private individuals or retail investors. By accepting these Terms, you confirm that: You are a UK-based investment professional authorised and regulated by the FCA. You have authority from your employer to use our Service and agree to these Terms on your employer’s behalf. Registering for Our Service To access our Service, you must register by providing accurate information, including but not limited to your name, email address, and company FCA Reference Number. Please see our Privacy Policy for details on how we handle your information. Upon registration, you will receive an email to validate your email address and activate your account. You are responsible for safeguarding your login credentials and notifying us immediately if you suspect unauthorised use. If your circumstances or registration details change, please update us at support@quantqual.co.uk . We are not responsible for service disruptions or inaccuracies resulting from outdated or incorrect information. Use of Our Service The following restrictions apply to your use of the Service: Fund Managers and Financial Advisers You may download, print, and share reports or results from QuantQual's tools with your clients, provided these materials are unaltered and include all disclaimers and trademarks. You may not share reports unrelated to your role or manage funds for unauthorised third parties. General Use Our reports and tools are unsuitable for retail clients and must not be used for personal investment advice. Materials from our Service must not be reproduced, summarised, or disseminated without our written consent. Intellectual Property All website elements, including text, graphics, software, and other content, are owned by QuantQual Limited and protected by copyright and other intellectual property laws. Use of our Service does not grant any ownership rights. You may not collect or incorporate materials from our website into your databases or products without prior written consent. Limitation of Liability While we aim to provide accurate and timely information, we do not guarantee the accuracy or completeness of the Service. QuantQual is not liable for: Errors, omissions, or reliance on our materials. Losses resulting from interruptions, inaccuracies, or viruses on our website. Complaints If you have a complaint, please get in touch with us at support@quantqual.co.uk . We are committed to resolving issues promptly and professionally. Third-Party Links Our website may include links to third-party websites for convenience. These links do not imply endorsement, and we are not responsible for the content or practices of third-party sites. Governing Law These Terms are governed by English law. Any disputes arising from your use of our Service will be subject to the non-exclusive jurisdiction of the English courts. If you require further details or clarification, please get in touch with QuantQual at support@quantqual.co.uk .

Learn about QuantQual’s commitment to transparent, research-driven investment insights for financial advisers. Meet our team and explore our mission. QuantQual is a specialist portfolio research and consultancy firm dedicated to supporting independent financial advisers (IFAs) with outsourced investment research, fund recommendations, and comprehensive due diligence reports. Our mission is to streamline your investment research, strengthen client reporting, and help mitigate risk by enhancing your research capabilities. Tailored Solutions for IFAs At QuantQual, we work closely with your team, seamlessly integrating with your current processes to construct or align our solutions with your Centralised Investment Propositions (CIP), Centralised Retirement Propositions (CRP), and client segmentation strategies. This approach ensures you save time while delivering clear, actionable insights to your clients. Clear, Client-Centric Communication We understand the critical role of clear communication for financial advisers and their clients. With extensive experience working in and with financial advisory teams, our experts craft each document, focusing on clarity and readability. Our reports are designed from the end client’s perspective, with accessible summaries and straightforward language in updates, reviews and mailings. About Us Delivering Clarity Through Independent Analysis Meet key members of the Team Gillian Lamb Director and Head of Business Gillian launched QuantQual in 2022 to offer outsourced investment research to the adviser market that is fully independent. Gillian manages the QuantQual company strategy and all operations, covering a wide range of duties to ensure we meet our key business goals. Responsible for financial, staffing and wider operational decisions, Gillian oversees the company’s processes and policies. Working across departments with all staff, Gillian allocates resources to QuantQual’s projects and clients. Her research and development experience (over 25 years both within and beyond financial services) extends to cover our due diligence reporting with fund groups, supporting the Investment Director and Client Services team. Matthew Dewsnap IMC, Cert.PFS Investment Director Matthew joined QuantQual in 2022 as a Partner and Lead Analyst, where he leads the development of our quantitative screening models and oversees the final stage of our qualitative assessments. He brings valuable, hands-on experience in financial planning, having previously managed the Centralised Investment Proposition (CIP) and portfolios for a regional IFA with £250 million in assets under management. This background gives him a deep understanding of the practical needs and challenges faced by financial advisers, ensuring that QuantQual’s insights remain relevant, implementable, and aligned with real-world advisory work. Jon Baker Director & Head of IFA Propositions After 20 years working for life companies, Jon spent ten years working at large regional IFA, Jelf Financial Planning. He was part of the management team and responsible for marketing and communications, proposition development, and he chaired the Investment Committee. When the business was taken over by Mercer, Jon took the opportunity to build on his practical experience and become a consultant to the IFA community specialising in investment governance, research, and proposition development. He has worked with IFA businesses and sits on four IFA Investment Committees. Jon joined forces with QuantQual in 2024. Bashar Aboush Investment Analyst Bashar joined QuantQual in August 2025, having previously served as Head of Investments and Head of Dealing in earlier roles. With over 25 years of experience in financial services, he has managed investment portfolios for clients on an advisory and discretionary basis, navigating a wide range of market conditions and regulatory changes over the years. This experience has taught him that focusing on clients’ long-term objectives rather than short-term results is paramount to successful investing. Bashar’s strengths lie in assessing stock market risks and understanding the needs of financial advisers and their clients. He plays a key role in supporting Jon Baker in delivering outstanding service to IFAs, while also working closely with Matthew Dewsnap on fund and portfolio research. Bashar holds a Certificate in Investment Management from the Chartered Institute for Securities & Investment (CISI).

QuantQual IFA Services provides essential day-to-day support for financial planners and IFAs, including tailored reporting, market insights, and partnership-driven solutions that enhance client service. Partner with us to elevate your financial advisory practice. QuantQual IFA Services Tailored Support for Financial Plannings QuantQual IFA Services is a dedicated division within QuantQual designed to provide comprehensive day-to-day support for independent financial advisers (IFAs) and financial planning firms. We aim to work closely with financial planning professionals, building strong partnerships to develop practical and client-centred solutions. Our team understands the unique needs of financial advisers. From in-depth reporting to up-to-date market insights, we offer the resources and expertise to enhance client service and streamline operational efficiency. With QuantQual IFA Services, you gain access to reliable support that complements your advisory practice, allowing you to focus on what matters most—your clients. Let QuantQual be your trusted partner in delivering value, precision, and a seamless experience in financial planning.

Discover the FCA's anti-greenwashing guidance, effective May 31, 2024, which ensures fair, clear, and accurate sustainability claims in financial marketing. Our services provide tailored anti-greenwashing statements and in-depth research to support compliance and enhance client trust. Learn how we help firms navigate these new regulations for meaningful ESG practices. QuantQual Helping Financial Advisers Stay Ahead FCA's Anti-Greenwashing Guidance The FCA’s anti-greenwashing guidance combats exaggerated or misleading claims about sustainability in financial products. Effective May 31, 2024, this rule requires all UK-authorised firms to ensure that any environmental, social, and governance (ESG) marketing is fair, clear, and accurate. This guidance complements the broader Sustainability Disclosure Requirements (SDR) and investment labels designed to improve transparency and foster trust in sustainable investments. 1 Solution Focused With attention often drawn to SDR compliance, many firms may overlook essential elements in the FCA’s anti-greenwashing rule. We've developed a tailored anti-greenwashing statement template to ensure firms comply confidently. 2 Not Just a Tick Box Exercise We believe compliance is more than a formality. Our approach helps your firm deliver authentic claims, enhancing client confidence and promoting genuine sustainability. 3 Research Driven Our service includes in-depth research on sustainability metrics for specific strategies, and if needed, we coordinate directly with fund managers to acquire detailed information. 4 FCA Guidance The FCA states that sustainability references should be: Correct and capable of being substantiated. Clear and presented in a way that can be understood. Complete—nothing should be omitted or important information hidden, and consideration should be given to the product or service's full life cycle . Comparisons to other products or services should be fair and meaningful. For more details, you can review the FCA’s full guidance here .

Explore QuantQual's tailored services for financial planners. We provide investment research, CIP support, retirement solutions, compliance expertise, marketing strategies, and NED services to help your practice thrive. QuantQual Independent Research for Confident Advice Comprehensive Services Tailored to Financial Planners QuantQual offers a wide range of specialised services to help financial planners achieve exceptional client outcomes while running compliant, efficient, and growth-driven practices. Investment Services Our investment solutions equip you with expert insights and actionable strategies to stay ahead in a competitive market: Exclusive Communications Suite: Professionally crafted blogs , quarterly newsletters, and branded marketing materials. Podcasts: Engaging, independent-thinking podcasts that explore critical investment themes. Investment Research: Actionable buy, sell and hold recommendations. Comprehensive due diligence on funds and managers. Updates and audits to enhance your Centralised Investment Proposition (CIP). Strategic blending guidance to optimise client outcomes. Model Portfolio Services (MPS): Flagship portfolios with monthly factsheets and detailed performance metrics. Transparent reporting for alignment with client goals. Access to discretionary portfolio options with trusted providers such as LGIM and RXI. Access to Industry-Leading Research: A robust library of analysis and insights to inform your advice process. Anti-Greenwashing Expertise: Tailored support in crafting compliant, transparent anti-greenwashing statements. Investment Committee Support: Advisory services for standard agendas, terms of reference, and Management Information (MI) reporting. Retirement Solutions QuantQual supports financial planners in creating robust retirement strategies that meet diverse client needs: Centralised Retirement Propositions (CRPs): Development, review, and monitoring to ensure competitiveness, compliance, and client alignment. Custom Retirement Solutions: Tailored strategies for natural income generation or alternative approaches based on individual circumstances. Regulated Best Practice Stay compliant and ahead of regulatory changes with QuantQual’s support: Consumer Duty Compliance: Monthly reporting and tailored insights to help you meet evolving obligations. Regulatory Updates and Guidance: Real-time updates on key legislative changes, including budget implications. External Compliance Support: Seamless integration with external compliance resources for a complete solution. Marketing Support Position your practice as a market leader with QuantQual’s marketing expertise: Website Development: Bespoke website design and optimisation to strengthen your online presence. Content Creation: High-quality blogs, newsletters, and marketing collateral that build credibility and client trust. Non-Executive Director (NED) Services Leverage QuantQual’s expertise in business management to build or scale your practice: Practice Growth and Management: Comprehensive guidance for building a successful IFA practice or scaling an existing one. Exit Planning: Strategic insights to maximise firm value and ensure a seamless transition during sales or mergers. Reach Out and Discover the Difference