Return Focused Funds

This universe encapsulates Multi-Asset and Multi-Manager Return Focused funds across the following sectors:

  • Mixed Investment 0-35% Shares
  • Mixed Investment 20-60% Shares
  • Mixed Investment 40-85% Shares
  • Flexible Investment

The Diamond Rating process assesses individual funds using the following measures:

  • Sharpe ratio to measure positive ‘risk adjusted’ returns
  • Calmar ratio, which also adjust the returns for risk, but with the focus on downside risk

We also consider a range of other criteria, including:

  • Fund manager longevity
  • Fund costs – based on standard terms
  • Distribution partners
  • Group and fund assets under management

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