Asset Composition

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

- 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 analyses:

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.