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Fund Selection

Fund Selection Model - Q4 2024

Thursday, 17 October 2024, written by Eelco Ubbels

Our Fund Selection Model uses 4 factors (performance, consistency, costs & risk) to select a top 30 of investment funds (including ETF’s) for every major asset class. The results for 16 large asset classes are clearly presented each quarter in our Fund Selection Performance Review. A big help in making informed and objective choices regarding the selection of investment funds. 

This report is published: Monthly

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Previous reports

Fund Selection Insight: Multi-Asset Aggressive

Wednesday, 18 September 2024

Note: For the main Fund Selection Model - Q3 2024 - report, scroll down to the 'Previous Reports' section. Thematic insight reports like this are published in the months between. 

Alongside our quarterly Fund Selection model, we also publish monthly updates with our 'Fund Selection model - Insights'. In these updates we will zoom in on markets and highlight specific fund selection opportunities. This month's focus is on Multi-Asset Aggressive.

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Fund Selection Insight: The Tech Universe

Monday, 19 August 2024

Alongside our quarterly Fund Selection model, we also publish monthly updates with our 'Fund Selection model - Insights'. In these updates we will zoom in on markets and highlight specific fund selection opportunities. This month's focus is on the tech sector.

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Fund Selection Model - Q4 2024

Wednesday, 17 July 2024

Thursday, 17 October 2024, written by Eelco Ubbels

Our Fund Selection Model uses 4 factors (performance, consistency, costs & risk) to select a top 30 of investment funds (including ETF’s) for every major asset class. The results for 16 large asset classes are clearly presented each quarter in our Fund Selection Performance Review. A big help in making informed and objective choices regarding the selection of investment funds. 

This report is published: Monthly

Read more

How does the Fund Selection Model work?

Our Fund Selection Model uses 4 factors (performance, consistency, costs & risk) to select a top 30 of investment funds (including ETF’s) for every major asset class. The results for 16 large asset classes are clearly presented each quarter in our Fund Selection Performance Review. A big help in making informed and objective choices regarding the selection of investment funds.
 

Next to the 4 blocks that are used to rank the funds, a (relative) ESG score is also included! Even if you have a fund selection process in place this can serve as an excellent comparison tool. Do the top 30 funds (including ETF’s) we pull up differ to yours and give you food for thought?

See the document here below for a more detailed explanation of how the model works.

How the model works