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Digital Subscriptions > Portfolio Adviser > June 2017 > 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.

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About Portfolio Adviser

Portfolio Adviser is the leading monthly publication for investment specialists, DFMs and wealth managers who represent high-net-worth clients based in the UK and the Channel Islands. It is the financial service industry’s guide to the latest trends in fund selection, portfolio construction and asset allocation.
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