Thursday 23rd of February 2012
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This tooll is a list of the blue-chip funds filtered out of the UK wealth manager's true universe: all UK domicile Our bespoke filtering system means that only funds with a good 3-year risk-adjusted return plus a qual rating from either OBSR, S&P's or Morningstar make it to the list. The default sector is Asia Pacific Equity funds - please choose others from the drop-down box. Click on the fund name to see the in-depth fact sheet.
The default sector is Asia Pacific Equity funds - please choose others from the drop-down box. Click on the fund name to see the in-depth fact sheet.
You can't see this because your browser does not support iframes. I'm sorry but the Portfolio Adviser Quality Funds Online Tool requires iframes. Apologies for the inconvenience."
Links explaining the various methodologies:
Morningstar Ratings, Portfolio Statistics, and Risk Statistics
Morningstar Quants Ratings
Morningstar Analyst Rating
OBSR's Qualitative Ratings
S&P's Qualitative Ratings
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