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Digital Subscriptions > International Adviser > International Adviser April 2017 > STATISTICS

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 HM Revenue & Customs clamps down on the Qrops transfer market with a 25% tax charge, technical guru Brendan Harper gives his verdict on the latest international pension developments, The Fry Group’s top financial advisers in Singapore and Hong Kong talk about their fee-based approach and Old Mutual International’s Peter Kenny explains their new focus on high net worth clients.
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