Selection methodology
Our analysts apply an objective two-step methodology to the selection of funds. They start with an initial universe of 60,000 funds from which it selects the top funds in each category (+/- 60 funds). A fund fact sheet (updated daily) and a report (updated quarterly) are available for each fund.
Fund selection process
Universe of more than 60,000 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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