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
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Defaqto has marked the first anniversary of its QuantRater fund rating service by launching an email messaging service to customers of its Aequos Engage product selection tool.
QuantRater ranks funds on a scale of one to five, with funds rated three and over showing above average efficiency in their use of risk and consistency of performance.
The quarterly service will send the 4,500 customers of Aequos Engage an updated listing of all funds with the top ratings of 4 and 5. At the same time, IFAs are being supplied with specialist training materials to show how to utilise QuantRater to maximum effect in the product search process.
In the investment product selection process within the bonds and pensions markets, the number of fund links available alongside products increases on an almost daily basis. Indeed the current average number of funds available alongside personal pension plans stands at 1,011. For those IFAs seeking to pick their own funds when creating a client’s investment portfolio the initial selection process and ongoing performance monitoring requires a great deal of resource, making time-saving tools such as Defaqto’s QuantRater particularly valuable.
Commenting on the situation, Fraser Donaldson, Principal Consultant - Investments at Defaqto said, “As investment houses jockey for position on bond and pension product fund panels, the quantitative ratings produced by Defaqto’s QuantRater will help them prove the capability of their funds.”
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