Past performance is not a reliable indicator of future returns.
1. This rating relates to the SICAV fund range. 2018 FE. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FE, (2) may not be copied or redistributed, (3) do not constitute investment advice offered by FE, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete, or accurate. FE shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE does not guarantee that a fund will perform in line with its FE Crown Fund Rating as it is a reflection of past performance only. Likewise, the FE Crown Fund Rating should not be seen as any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision. https://www.trustnet.com/learn/learnaboutinvesting/FE Crown Fund Ratings.html
2. 30/06/2018. Citywire take into account the complete stable of managers a group currently has in a sector. All the individuals risk adjusted performance over a seven year period are factored in, as are moves people have made and changes in responsibility. The ratings are calculated over seven years and based on an average of their managers three year rolling risk-adjusted returns. Where managers have moved, their track records will follow them. A final score is generated for each group, on a sector by sector basis, with current stable of managers taken into account. Those delivering excellent levels of outperformance are placed in the ratings pool. Ratings are awarded to any group that is at least one third ahead of the average score. Within this top group, 10% receive a platinum rating, the next 20% a gold rating, the next 30% a silver rating, and the remaining 40% a bronze rating. Not all strategies included in the group ratings are available in all jurisdictions. The ratings are provided for information only and are not intended to be an endorsement, off er or solicitation for the sale of any product or service.
3. All data used to compile the FundCalibre Fund Management Equity Index is taken from Financial Express Analytics, five years to 31.12.2017. To read more about the Fund Management Equity Index methodology, visit https://www.fundcalibre.com/about-us/what-is-the-elite-rating. This Equity Index looks at all actively managed equity funds recognised by the Investment Association and compares them with their sector averages over a five year time frame. The award of an Elite Fund rating does not infer suitability or constitute a recommendation to buy or sell. FundCalibre is an authorised representative of Chelsea Financial Services.
4. 2018 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. For further information on ratings methodology please visit www.morningstar.com.