Investment banking
I've invested with Numis Securities for over five years and have been very pleased with the performance across their equity and bond funds. Their ESG integration is genuine, not just marketing. Quarterly reports are detailed and transparent. Fund managers clearly communicate their strategy and positioning.
Pros: Strong performance, genuine ESG, transparent reporting
Cons: Minimum investments can be high for some funds
Numis Securities\'s research team produces excellent market commentary and investment analysis. Their model portfolios are well-constructed and regularly rebalanced. Performance attribution is clearly presented. I've found their insights valuable for my own investment decisions.
Pros: Excellent research, good model portfolios
Cons: Could offer more educational content for retail investors
Numis Securities has a proven track record over decades. Their core funds have performed well through various market cycles. I appreciate their focus on fundamental research rather than chasing short-term trends. The client portal could be more user-friendly but the investment quality compensates.
Pros: Long track record, fundamental research approach
Cons: Client portal needs modernization
I've been invested in Numis Securities funds for two years and my returns have consistently lagged the benchmark indices. Given the management fees I'm paying, I expected active management to at least match passive funds. Currently reviewing whether to switch to lower-cost index funds.
Pros: Brand name recognition, diverse fund range
Cons: Underperformance relative to benchmarks, high fees
As a high-net-worth investor, I need an institution I can trust completely. Numis Securities provides exactly that - institutional-grade investment management with personal service. My dedicated relationship manager understands my objectives and the portfolio construction reflects my risk tolerance perfectly.
Pros: Personal service, tailored portfolios, institutional quality
Cons: Not suitable for small investors
I invest in several Numis Securities funds through my financial advisor. Performance has been solid if not spectacular. What I value is the breadth of their offerings - whatever my investment thesis, they likely have an appropriate fund. Fee structures have come down over recent years which is welcome.
Pros: Broad product range, improving fees, consistent performance
Cons: Not always the cheapest option
The investment quality at Numis Securities is good but you pay for it. Management fees are higher than passive alternatives and it's not always clear that the active management adds enough value to justify the premium. That said, their fixed income funds have performed well.
Pros: Good fixed income, professional management
Cons: High fees, questionable value of active management