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PA Quality Funds Blue chip 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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