Thanks to a thorough and transparent selection process, our range of “best of” funds comprises the best funds based on simple and traceable criteria supplied by an independent information provider.
STEP 01 - « ANALYST RATING »
For each category of fund, we apply Morningstar’s “analyst rating” classification as the first selection criteria. Only Gold-, Silver- or Bronze-medal funds are selected.
STEP 02 - ABSOLUTE PERFORMANCE
Only funds that outperform or perform in line with the benchmark, both in the medium and long term, are selected.
STEP 03 - RISK ASSESSMENT
Funds with a risk level less than or in line with the benchmark are selected.
STEP 04 - VOLUME AND CATEGORY
Criteria of volume of assets under management, type of share classes (accumulation/distribution) and category of target investor are applied to the funds qualified in the preceding step.
STEP 05 - PERFORMANCE CONSISTENCY
The annual performance of selected funds is compared with their benchmark over the last five years.
Only the funds that have most often outperformed their benchmark are retained in the final selection.
This philosophy can be applied to all investment formulas.
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