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.