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Axa’s Trindade reduces financials and prepares for volatile summer

Axa’s Trindade reduces financials and prepares for volatile summerThe fixed income market is set for a volatile few months as a number of key global...
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World's wealthy 'prefer dealing with a...

From News Jun 19 2013 @ 17:14

Axiom legal fund report reveals ‘misuse...

From Products Jun 19 2013 @ 17:06

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LATEST NEWS

Investors ditch emerging markets in favour of recovering Europe

Investors ditch emerging markets in favour of recovering EuropeOptimism in the eurozone improved significantly over the past month as 45% of...
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Wealthy Europeans cautious despite gains

From EIE analysis Jun 19 2013 @ 16:26

Hong Kong regulator suspends former HSBC...

From Tax & Regulation Jun 19 2013 @ 16:26

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LATEST NEWS

Raymond James adds bundled pricing option to platform

Raymond James adds bundled pricing option to platformRaymond James has announced an additional bundled pricing model for its...
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First UK Libor criminal case comes to court

From Regulation Jun 19 2013 @ 12:23

Record wealth levels reached in 2012, World...

From News Jun 19 2013 @ 11:44

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LATEST NEWS

Boal & Co launches Gibraltar QROPS

Boal & Co launches Gibraltar QROPS Isle of Man-based Boal & Co has launched its first Gibraltar QROPS after "...
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Liontrust to pay dividend following inflow...

From News Jun 19 2013 @ 11:13

Smith & Williamson hires Tineke Frikkee

From People Jun 19 2013 @ 10:05

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LATEST NEWS

Smith & Williamson hires Tineke Frikkee

Smith & Williamson hires Tineke FrikkeeEx-Newton Higher Income Fund manager Tineke Frikkee is to join Smith &...
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Cofunds hires ex-Aviva Benson as head of ops

From People Moves Jun 19 2013 @ 08:30

Why gold is something to smile about

From Comment & Analysis Jun 19 2013 @ 08:20

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PA OPINION: How to help yourself to the HNW pie

PA OPINION: How to help yourself to the HNW pieLast year when we revealed some of the speciality services wealth managers could...
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Global hedge fund AUM reaches record high

From Products Jun 19 2013 @ 01:15

Isle of Man G8 Action Plan

From Tax & Regulation Jun 18 2013 @ 17:54

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bulletEDITOR'S PICKS

 

PA ANALYSIS: Bolton's bye makes Fidelity trust a buy

From PA ANALYSIS Jun 18 2013 @ 06:00

Fidelity's Anthony Bolton

Unlike other high profile fund manager departures of late, Anthony Bolton's planned departure...
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Parisians embrace EM risk

From EIE analysis Jun 18 2013 @ 06:00

Appetite for riskier emerging market stocks and bonds rose strongly during the past 12 months in...
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Welcome to the PA Quality Funds Online Tool.


This tool 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.

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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