| Agusto & Co provides ratings for investment managers and mutual funds, which are arrived at using separate scales.
INVESTMENT MANAGER rating: Qualitative assessment of the firm in terms of its investment and risk management capability. More
FUND RISK rating: Quantitative assessment of a portfolio’s exposure to downside (loss of principal) risk. More.
FUND PERFORMANCE rating: Quantitative assessment of a portfolio’s return relative to an Agusto & Co. calculated benchmark. More
The benefits of Agusto & co. Fund and Investment Manager Rating(s) include the following:
- They are based on an independent and objective assessment.
- Subscribers can use the Rating Reports to form quick opinions on each Fund or Investment Manager, whilst saving the time that detailed analysis would have taken. It is not a substitute for the decision-maker's own analysis but can be used when an immediate decision is required, or to form a preliminary opinion.
- They provide independent information to investors who would like to know:
- what Investment Management company to select to manage their funds;
- what Funds have performed best within their guidelines; and/or
- what Funds would best suit their risk appetite.
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