We use cookies to track usage and preferences. See Cookie Policy
Pocketmags Digital Magazines
Pocketmags Digital Magazines
   You are currently viewing the Canada version of the site.
Would you like to switch to your local site?
Digital Subscriptions > > PA Quality Funds Bluechip funds for investment managers

PA Quality Funds Bluechip funds for investment managers

The PA Quality Funds are a carefully filtered selection of premium funds from the whole universe available to UK-based investment advisers. These funds have undergone a series of quantitative and qualitative screens designed with the help of Morningstar and kept on a bespoke database.

Universe: Based on Morningstar’s ‘UK registered for sale universe’ of about 3,400 funds, split roughly evenly between UK-domiciled and offshore, funds must have FCA recognition and a three-year track record.

Investment categories: We have created distinct categories – the most commonly used by advisers for asset allocation decisions – and have consolidated all the relevant Morningstar Global Investment Fund sectors into them

Quant and qual screens: Only funds with a five-star Morningstar rating appear. This represents the top 10% of funds based on threeyear performance and volatility.

Purchase options below
Find the complete article and many more in this issue of -
If you own the issue, Login to read the full article now.
Ways to Pay Pocketmags Payment Types
At Pocketmags you get Secure Billing Great Offers HTML Reader Gifting options Loyalty Points