Interested in entrusting the management of your portfolio to a specialist and gaining access to a selection of the best funds from third-party promoters?
By opening your portfolios to third-party funds, you can boost your portfolios' performance and take advantage of third-party fund managers' expertise in specific asset classes.
Our specialist in fund analysis and research, Fund Research, monitors a permanent selection of around 40 asset classes to select the best external funds.
Universe of more than 30,000 funds in 40 asset classes | | Selection of 5 to 10 top funds per category | | SELECTION OF THE BEST FUND IN EACH CATEGORY |
| | Selection criteria: - Analysis of the fund’s performance over an extended period (3 to 5 years)
- Performance consistency
- Fund volatility
- Analysis of the fund’s behaviour in bull and bear markets
| Selection criteria: - Management style and methodology
- Transparency of investment policy
- Stability and quality of the management teams
- Reputation and financial solidity of the promoter
- Country of domiciliation
- Size of assets
- Risk control
- Fee structure
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