en     ru     jp
 
 
private banking
private banking
private banking
private banking
private banking
private banking
private banking
     
 
Home
      
Knowledge Base
      
Financial Glossary
      
Micro pal Rating
       
 
Back

Micro pal Rating

 Search definitions     
  Search  

Micro pal Rating
To evaluate the performance of a fund and the consistency of that performance relative to other funds in the sector, Standard and Poor's Micro pal has developed the Standard and Poor's Micro pal Star Ranking (TM) based on a fund's relative performance in the sector.
    
The funds are ranked as follows: Top 10% = five stars; Top 11-30% = four stars; Top 31-50% = three stars; Next 25% = two stars; Bottom 25% = one star.
    
Individual funds are assessed on a detailed and systematic process that covers an in-depth interview with the lead Portfolio manager.
    
Standard & Poor's offers qualitative assessment of over 1,400 managed funds utilizing a team of over 40 professional fund analysts. Funds analyzed include conventional Equity funds, fixed income funds, balanced funds and more complex funds using derivatives, Long/Short strategies and fund-of-Hedge-funds. Our expertise extends to specialist funds (eg infrastructure, climate change, Shariah) and newly-launched funds.
Posted by  Convention of Independent Financial Advisors CIFA, Marcus Evans (ANZ) Limited
 
  Back  
  Print  
  Email  

 

private banking
private banking
private banking
private banking
private banking
private banking
Get Adobe Flash Player to view the media
FlashPlayer required to view the media

 
Home News Library Newsletters Event Calendar Advertise About Contact FAQ
Privacy Policy     Terms of Service
 

©