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Fundhouse was founded in 2007 and is an independent, owner-managed firm providing investment consulting and model portfolio services. Our specific areas of expertise cover fund manager research, asset allocation, portfolio construction and discretionary model portfolios, all built on a solid foundation of evidence-led, deeply researched investment opinions. We offer a range of portfolios which have been designed to deliver consistent client outcomes. We take great pride in three areas. The first is independence, the second is a rigorous process, and the third is a hands-on service. Our model portfolios are low-cost, implement clear views and are wholly unconflicted. We provide clients with direct access to the investment team and a long-term investment partner.


Fundhouse model portfolios are available exclusively to financial advisers. Fundhouse portfolios are wholly unconflicted; we receive no fees from fund management groups in relation to their fund ratings, we do not manage or allocate to in-house funds, and we do not compete with financial advisers. Our model portfolio range:

Active: Defensive, Cautious, Balanced, Growth, Equity

Sustainable (SRI): Cautious, Balanced, Growth

Passive: Defensive, Cautious, Balanced, Growth, Equity

Bespoke: Tailormade 

Rebalance schedule

We rebalance portfolios when needed. Model portfolio rebalances will be triggered by a change of investment view or where portfolios have drifted. We do this when we believe it is necessary rather than at a fixed time, such as each quarter.


Active: 0.15%

Sustainable (SRI): 0.15%

Passive: 0.09%

Bespoke: 0.09% to 0.15%


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