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Fund Selection

Fund Selection Model - Q1 2024

Monday, 15 January 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 as...

This report is published: Monthly

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Previous reports

Fund Selection Insight: Convertibles

Monday, 18 December 2023

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 Convertible Bonds.

Fund Selection Insight: Equity India

Monday, 18 December 2023

China is distrusted by many Western countries due to trade conflicts and geopolitical tensions, while India presents itself as a safe alternative for investors due to more stable policies and democratic institutions. As of April 2023, India has overtaken China as the country with the world's largest population, in part because of India's high birth rate compared with China's declining trend. This trend is expected to continue in the coming years.

Fund Selection Model Q4

Tuesday, 14 November 2023

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. 

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.

This report is published:
Monthly

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