Analysis and evaluation of investment funds

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Infront Diamond Rating

 

Analyze and value investment funds with Infront Diamond Rating. All funds within the Infront fund universe with a quote history of 5 years are possible candidates for receiving a rating. Today the universe consists of funds registered in the German, Austrian and Switzerland markets as well as Belgium, the Netherlands and Luxembourg.

The rating is purely quantitative; there is no subjective component. It is a descriptive, backward-looking measure of historical performance.

The rating follows the classification of the European Fund Classification Forum (EFCF), a working group of the European Fund and Asset Management Association (EFAMA).

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Rating Criteria

Rating Criteria

The rating is based on five criteria:

  • Consistency (one year performance over the previous five years)
  • Performance (five year overall performance)
  • Capital Preservation (monthly underperformance towards risk-free rate over previous five years)
  • Alpha (monthly performance versus peer group over previous five years)
  • Risk (five year volatility)
Diamond Rating (1)

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