ACE Fund Classifications

There are 4 categories of ACE Rating which are applied across Single-Asset, Risk Profiled Multi-Asset, Risk Targeted Multi-Asset and Targeted Absolute Return Funds.

Whilst the ratings are graded 1-4, any fund with an ACE Rating offers consistency and efficiency with the Dynamic Planner Asset and Risk Model and has passed our rigorous analysis to help you ensure investment suitability.

Collectively this represents only a small proportion of the retail fund universe. You can see the quality definitions for each category of ACE ratings below:




To understand more about the ACE rating download the technical guide.

Request a Demo