Careers  |   Contact Us  |   Consultant Area  
 
 
 
User ID
Password
> Forgot Password?
> Register
 
      YTD
  NY DJIA 22,371 13.20%
  NY NASDAQ 6,461 20.03%
  London FTSE 7,275 1.85%
  Tokyo Nikkei 20,299 6.20%
  Shanghai SSE 3,347 3.01%
  Frankfurt DAX 12,562 9.41%
  Paris CAC 40 5,237 7.72%
  Singapore SGX 3,220 11.80%
  Malaysia KLSE 1,774 8.04%
  Thailand SET 1,673 8.40%
 
    USD EUR
  GBP 0.74 0.89
  JPY 111.52 133.92
  EUR 0.83 -
  USD - 1.20
  CNY 6.57 7.89
  CAD 1.23 1.47
  AUD 1.25 1.50
  HKD 7.80 9.37
 
      YTD
  Gold $1,315.90 14.34%
  Brent Crude $55.36 0.73%
  Silver $17.36 5.60%
  Platinum $955.52 0.37%
  Natural Gas $3.13 -4.51%
  Wheat $444.50 9.48%
   
    Updated On 20-09-2017
 
Morningstar Fund Research

In a universe of over 20,000 offshore funds, how do expats sort the good from the bad? There are never any guarantees, but Morningstar ratings together with S&P management ratings can help. For these ratings, all offshore funds are scrutinised by Morningstar and S&P on past performance (a three-year period is examined, not the less reliable one-year usual), fund manager experience, background audits, face-to-face interviews and on-going fund surveillance. So stringent are the tests that only 20 per cent of all offshore funds are eligible for a rating, either 'A', 'AA'. or 'AAA'. 


'AAA' rated funds are the best; only 50 funds have made the grade. These funds have shown excellent long-term consistency and strong performance, backed-up by an experienced management team. However, as so few funds make the grade, not all fund sectors are represented - there are no 'AAA' funds investing in German companies or Korean government bonds. 

One notch down, but still excellent, are the 'AA' rated funds. Just fewer than 300 funds have made the grade here, which means that expats have more choice over fund sectors. And these are still excellent investments. 

'AAA', 'AA' and 'A' ratings are constantly monitored and are not indefinite. They are also not guarantees of performance; while many of the funds have outperformed their peers or their benchmarks there is nothing to say they will continue to do so.

For further advice, please contact us by clicking here in order to arrange an introductory meeting. It will only take 20 minutes of your time to see just how valuable these tools are.


For more information visit www.morningstar.com

 
 
Mar 2017
Confidence among European and global fund managers is increasing, with many seeing European equities as undervalued as the macro landscape improves.
Feb 2017
A 17-year bear market is over. The next two to three years could be the best time in decades to be invested in the UK stockmarket. Expect the FTSE 100 to smash through 8,000 - maybe even run on to 10,000.
Jan 2017
Financial advisers are expected to invest more in 'smoothed' multi-asset funds over the next two years as a response to market uncertainty.
Jan 2017
Chinese cities hold the top four spots in a global ranking measuring economic growth, wealth levels and size of working population.
 
  Site Map   |    Disclaimer   |   Glossary of Terms © 2010 Questor Capital. All rights reserved.  
Questor Capital Ltd. has offices in Malaysia, Singapore and Thailand and is regulated in Malaysia by Labuan FSA (License Number BS200649).
Thailand group management office (License Number 1755201886).