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Fund Selection

Fund Selection Insight: Multi-Asset Cautious

Monday, 17 June 2024, written by Eelco Ubbels

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 Cautious.

This report is published: Monthly

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Previous reports

Fund Selection Insight: Multi-Asset Moderate

Thursday, 16 May 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 Multi-Asset Moderate.

Fund Selection Model - Q2 2024

Monday, 29 April 2024

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. 

Fund Selection Insight: Equity China

Monday, 25 March 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 Equity China.

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.

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