RY 173.22 -0.1038% SHOP 155.98 -0.4722% TD 74.9 -0.1733% ENB 59.23 -0.3365% BN 81.12 0.6452% TRI 232.8 -0.1544% CNQ 42.48 -0.0471% CP 104.06 0.2505% CNR 145.48 0.0963% BMO 138.36 -0.3457% BNS 76.53 -0.7264% CSU 4484.7749 0.7235% CM 91.79 -0.7676% MFC 43.59 0.1378% ATD 79.18 -1.9928% NGT 54.2 -1.6691% TRP 65.48 -0.4712% SU 49.815 0.4335% WCN 246.425 -1.615% L 190.735 0.0603%

The Funds Report

Kalkine, through its publication 'The Funds Report', endeavours to assess and rank mutual funds and exchange-traded funds (ETFs).

Get In Touch
By submitting your details and clicking on the button below, you agree to Kalkine’s Terms and Conditions and agree to receive marketing offers, including to be contacted by email or phone, as set out in our Privacy Policy
Please wait processing your request...

Overview

The Funds Report

Kalkine, through its publication 'The Funds Report', endeavours to assess and rank mutual funds and exchange-traded funds (ETFs). The primary objective is to provide investors with valuable insights into various investment options while aiming to mitigate market volatility. This is achieved through a unique ranking methodology developed by a team of qualified in-house researchers. 

Introduction

The Funds Report employs a unique methodology crafted by a team of proficient in-house researchers to address market volatility. By categorizing mutual funds and exchange traded funds (ETFs) based on various market themes and ranking them from low to high, the report endeavours to offer a diverse selection of high-quality funds listed in Australian Stock Exchange for investors.

Given this backdrop, the report aims to incorporate a range of metrics to identify funds with higher alpha and a track record of historical annualized performance over three years, higher Sharpe ratio, and low total expense ratio, among other defined metrics. By considering these factors comprehensively, the report seeks to highlight funds that offer potential for better risk-adjusted returns while maintaining cost efficiency.

Kalkine’s Funds Ranking Methodology

 

Source: Kalkine Group, Copyright © 2024 Krish Capital Pty. Ltd.

Source: Kalkine Group, Copyright © 2024 Krish Capital Pty. Ltd.

Published Reports

The Funds Report

CAD 8,000/Year