MICAP undertakes two types of review: an Offer Review and a Manager Review. Our reviews are designed to be insightful, balanced and objective, and are written in a consistent format for ease of comparison between reviews.
Offer Review
The Offer Review analyses the fund or discretionary investment service by reviewing items such as:
the underlying investment’s highlights and considerations
investment strategy and selection process
the fairness of its costs
performance track record
the sector and sub-sector of investment
the exit strategy
the financial stability of the offer
Manager Review
The Manager Review examines the suitability of the team managing the investment, and considers items such as:
its record of tax-advantaged investments
the experience of its key people
its ownership and management
its financial standing
its fees and remuneration
its client service and administration
its fund raising history
its complaints record