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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.

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

Stay ahead in retirement planning with our Centralised Retirement Proposition. Tailored solutions and expert tools to help your firm meet FCA guidelines effectively. QuantQual Simplifying Complexity for Financial Advisers Example Centralised Retirement Propistion Centralised Retirement Proposition The FCA's Thematic Paper on retirement income represents one of the most significant shifts in retirement planning in a generation. Navigating these changes can be challenging for businesses striving to stay ahead in this evolving landscape. Solution Focused At QuantQual we understand the complexities of this new era and have developed a comprehensive Centralised Retirement Proposition (CRP) tailored to meet your firm's unique needs. Our CRP is designed to seamlessly integrate into your business, offering a structured approach to retirement planning that aligns with the latest regulatory expectations. Our Centralised Retirement Proposition includes a range of services and tools to support your firm: Retirement Questionnaires: We provide expertly crafted retirement questionnaires to help assess your client's needs, goals, and risk tolerance, ensuring that their retirement plans are personalised and compliant with FCA guidelines. Cash Flow Modelling: Our guidance on cash flow modelling empowers your firm to project and manage clients' retirement income, helping them achieve a secure financial future. We offer insights into best practices and tools that can be directly implemented within your operations. Comprehensive Solutions: From investment strategies to drawdown options, we offer a variety of solutions to address your clients' diverse needs. Our proposition is designed to be adaptable, allowing your firm to offer tailored advice and services that meet each client's specific requirements. By embedding our Centralised Retirement Proposition into your business, you'll be better equipped to navigate the complexities of retirement planning in a way that enhances client satisfaction and ensures regulatory compliance. Useful links FCA Thematic Paper FCA Cashflow Modelling FCA RIAAT

Privacy Policy Effective Date: November 2024 QuantQual is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website: quantqualuk.co.uk. Please read this policy carefully to understand our views and practices regarding your data and how we will treat it. 1. Information We Collect We may collect and process the following data about you: Personal Information: Name, email address, phone number, and other contact details provided when filling out forms on our website. Technical Data: IP address, browser type, operating system, and information about your visit (e.g., pages viewed, time spent on the site). Cookies: Information collected through cookies to enhance your browsing experience (see Section 5 for details). 2. How We Use Your Information We use the information we collect for the following purposes: To provide and improve our services, including delivering independent research insights. To respond to inquiries or requests made via our contact forms. To send you relevant updates, newsletters, or marketing communications (where you have consented to receive these). To analyse website performance and improve user experience. 3. Sharing Your Information We do not sell, rent, or trade your personal information. However, we may share your data in the following situations: Service Providers: With trusted third parties that assist us in operating our website or providing services under strict confidentiality agreements. Legal Requirements: If law requires protecting our rights, property, or safety. Business Transfers: In the event of a merger, sale, or acquisition. 4. How We Protect Your Information We take the security of your information seriously and use the following measures to protect it: Encrypted connections (SSL) to safeguard data transmitted through our website. Secure servers and firewalls to prevent unauthorised access. Regular review and update of our security practices. 5. Cookies and Tracking Our website uses cookies to: Analyse traffic and improve website functionality. Recognize your preferences for a personalised experience. You can manage or disable cookies through your browser settings. For more details, please refer to our Cookie Policy. 6. Your Data Rights You have the right to: Request access to the personal data we hold about you. Correct or update your personal information. Request the deletion of your data, subject to legal obligations. Withdraw consent for marketing communications. To exercise these rights, please get in touch with us at [insert email address]. 7. Third-Party Links Our website may contain links to third-party websites. We are not responsible for the privacy practices of these sites. Please review their policies before providing any personal data. 8. Changes to This Privacy Policy We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. 9. Contact Us If you have any questions about this Privacy Policy or how we handle your information, please get in touch with us: Email: enquiries@quantqual.co.uk Address: 10 New Merrifield, Jareth House, Wimborne, England, BH21 7AL Phone: 01202 099 047

Discover QuantQual's fund ratings, from Gold to Green, guiding investors toward long-term value. Explore Hold and Sell recommendations for a clear, strategic approach to investing. QuantQual Independent Analysis, Trusted Outcomes Fund Ratings QuantQual is committed to providing clear, concise fund ratings that reflect qualitative and quantitative analysis. Our ratings give you a straightforward guide to understanding a fund’s potential to deliver value over time. Hold and Sell Recommendations In addition to our ratings, QuantQual issues hold and sell recommendations for funds that no longer meet our criteria. A hold recommendation suggests that while the fund may not currently add significant value, it could remain a stable option in a portfolio. A sell recommendation indicates that we believe the fund no longer aligns with the standards investors should seek. For in-depth insights on each fund’s rating, our analysts provide comprehensive reports available on request. QuantQual guides you through smart, data-backed investment choices for a resilient portfolio. Gold Rating: Exceptional Value Potential The Gold rating is our top-tier recommendation, reserved for funds demonstrating a well-structured, consistent process supported by robust business resources. Highly capable teams manage these funds, and we have a strong conviction that they will continue to add value over time. Gold-rated funds represent the highest standards and offer solid potential for long-term growth. Silver Rating: Strong Choice, Minor Reservations Funds awarded the Silver rating are also strong options, though they may exhibit minor concerns regarding personnel, process consistency, or business alignment. Despite these reservations, we believe these funds maintain a positive likelihood of delivering value, making them a strong choice for investors who prioritise stability with growth potential. Bronze Rating: Potential with Reservations The Bronze rating signifies a fund with some reservations, typically due to identified improvements needed in areas like team stability, process enhancements, or business backing. Some Bronze-rated funds have moved from Green to Bronze, reflecting initial promise but with the expectation that they can refine their performance. While these funds show potential, investors should be aware of the current limitations and follow developments closely. Green Rating: Early-Stage Potential A Green rating applies to newly launched funds with teams we are confident in, even if the funds haven’t yet achieved their full potential. These teams are committed to meeting our rigorous standards, and we anticipate their growth and development in the coming years. This rating reflects our optimism about the fund’s future performance.