What is the ACE Ratings methodology?

ACE Ratings are based on two fundamental research pillars, with performance and other data reviewed quarterly.

  1. Consistency – How close a fit the fund is within Dynamic Planner’s asset model assumptions.
  2. Efficiency – How well the fund has delivered performance against its identified peer group in absolute terms.

Combining an assessment of fund quality alongside the proven Dynamic Planner client and fund risk profiling capabilities is a major step towards achieving initial and ongoing investment suitability.

Watch Bankhall’s Managing Director Steve Gazzard explain why ACE Ratings can help your advice process in our or download our guide to ACE Ratings


ACE Rating Classifications



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