ACE Rated Funds

Continuous independent monitoring of funds for Asset Consistency and Efficiency relative to the Dynamic Planner Asset and Risk Model to ensure ongoing investment suitability

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The ACE Ratings methodology is a fund classification scheme which allows financial planners to easily identify those funds which offer the best consistency and efficiency to the Dynamic Planner Asset and Risk Model and help them ensure ongoing investment suitability for their clients.

It saves advisers time and improves efficiencies by providing clear, unbiased ratings through independent and rigorous research of the whole of the UK retail fund market by our experienced analysts.

This provides you and your clients with the confidence that your fund recommendations have met a high standard of due diligence and are more likely to provide better outcomes in the longer term.

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  • Designed to be uniquely relevant for advisers who are harnessing the Asset & Risk model of Dynamic Planner
  • Provides a simple ratings range of 1-4 ACE within Dynamic Planner
  • The ACE rating standards are high, with approximately just 10% of all funds receiving an award
  • The ratings framework covers Single Asset, Multi Asset, Risk Targeted and Targeted Return funds

“Refreshingly the service does not attempt to ‘analyse’ or forecast, nor to identify skill, but rather to reflect the “Consistency” of a fund; how closely it fits the underlying assumptions of the Dynamic Planner Asset & Risk model, ranked against an appropriately defined peer group”


Graham Bentley, Managing Director, gbi²

 

How do ACE Ratings Research work?

 

 




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