Asset Composition

Banco Carregosas Investment Department presents the Best Choice Investment Funds representative of all asset classes and investment profiles.

Methodology

- Pre-selection:

 

Drawing up the list of the main existing fund classes and sub-classes, in particular mixed, bonds, and equity funds.

 

 

– Range of Funds:

 

The process of selecting funds to be included in the Best Choice Funds only contemplates funds listed in euros.

 

 

– Quantitative analysis:

 

The various aspects of fund performance is analysed, in particular return (over a calendar year, trailing period, and adverse years for the asset class), risk (volatility), risk/return rate, tracking error against the class, sub-class or theme which the fund aims to represent.

 

 

 

– Qualitative analysis:

 

The various aspects of fund performance is analysed, in particular return (over a calendar year, trailing period, and adverse years for the asset class), risk (volatility), risk/return rate, tracking error against the class, sub-class or theme which the fund aims to represent.

 

Best Choice -  Mixed Funds

Best Choice - Bond Funds

Best Choice - Equity

* as at 31 of May 2024

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