The Defaqto QuantRater - used by many advisers in creating portfolios for their clients - has had it’s quarterly review.

The rating can be found through an easy sift in Aequos Engage for both unit trusts/OEICs and for life and pension funds. Wherever there is an investment link to a product, the QuantRater can be found.

Funds are reviewed at the end of March, June, September and December and a list of the unit trust/OEICs that achieved a rating of 4 or 5 are shown on the attached lists (listed by ‘IMA Sector‘ or by ‘Provider‘).

A Fact Sheet and Technical Guide explaining the rating is also attached for your use.

On 25th January a number of changes take place to the ABI Life and Pension sector criteria. The changes will be reflected within Aequos Online and Aequos Engage from that date and you can view them via this link.

We hope you find this information useful,

The Defaqto QuantRater team