QuantQual

Independent Analysis, Trusted Outcomes

Fund Ratings

QuantQual is committed to providing clear, concise fund ratings that reflect qualitative and quantitative analysis. Our ratings give you a straightforward guide to understanding a fund’s potential to deliver value over time.

Hold and Sell Recommendations

In addition to our ratings, QuantQual issues hold and sell recommendations for funds that no longer meet our criteria. A hold recommendation suggests that while the fund may not currently add significant value, it could remain a stable option in a portfolio. A sell recommendation indicates that we believe the fund no longer aligns with the standards investors should seek.

For in-depth insights on each fund’s rating, our analysts provide comprehensive reports available on request. QuantQual guides you through smart, data-backed investment choices for a resilient portfolio.

Gold Rating: Exceptional Value Potential

The Gold rating is our top-tier recommendation, reserved for funds demonstrating a well-structured, consistent process supported by robust business resources. Highly capable teams manage these funds, and we have a strong conviction that they will continue to add value over time. Gold-rated funds represent the highest standards and offer solid potential for long-term growth.

Silver Rating: Strong Choice, Minor Reservations

Funds awarded the Silver rating are also strong options, though they may exhibit minor concerns regarding personnel, process consistency, or business alignment. Despite these reservations, we believe these funds maintain a positive likelihood of delivering value, making them a strong choice for investors who prioritise stability with growth potential.

Bronze Rating: Potential with Reservations

The Bronze rating signifies a fund with some reservations, typically due to identified improvements needed in areas like team stability, process enhancements, or business backing. Some Bronze-rated funds have moved from Green to Bronze, reflecting initial promise but with the expectation that they can refine their performance. While these funds show potential, investors should be aware of the current limitations and follow developments closely.

Green Rating: Early-Stage Potential

A Green rating applies to newly launched funds with teams we are confident in, even if the funds haven’t yet achieved their full potential. These teams are committed to meeting our rigorous standards, and we anticipate their growth and development in the coming years. This rating reflects our optimism about the fund’s future performance.