RY 142.03 0.3604% TD 73.96 0.0406% SHOP 89.06 1.876% CNR 160.11 -0.8423% ENB 47.5 -0.1052% CP 107.74 0.0093% BMO 114.88 0.1395% TRI 226.25 -0.8893% CNQ 47.2 -1.4202% BN 55.62 -0.394% ATD 78.05 1.3373% CSU 3810.0901 1.7152% BNS 61.83 -0.2903% CM 65.04 0.2466% SU 50.23 -1.2387% TRP 52.71 0.9383% NGT 57.87 -1.1614% WCN 239.17 0.4958% MFC 35.17 -0.142% BCE 44.65 -0.4681%
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.