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Digital Subscriptions > International Adviser > August 2017 > STATISTICS


IA Quality Funds Bluechip funds for investment advisers

IA Quality Funds is a list of the blue-chip funds of the offshore universe. It contains only well established, high-performance funds in the most popular categories.

Methodology Starting from the Morningstar offshore database of 8,600 funds, only those with a five-star rating qualify. Funds in each category are ranked according to their Morningstar rating, which is calculated based on a fund’s total returns, adjusted for risk and sales charges, relative to other funds in its category.

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About International Adviser

As well as all the regular news and features, the July/August edition of IA continues our quest for raising the bar of professional standards as we profile Jocelyn Wright, who runs Ascension Wealth Management in the US city of Philadelphia. She makes the urgent point that there are not enough people in the financial advisory space who reflect the wider community.
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