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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 - Multi-asset funds
Best Choice - Bond Funds
Bond Funds | Instrument | Performance 2023 | Performance 2024 (*) | ISIN | KIID Risk | Subscription |
Best Choice - Equity
Global Equity Funds | Instrument | Performance 2023 | Performance 2024 (*) | ISIN | KIID Risk | Subscription |
* as at 31 of November 2024
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