The TELOS Fund Rating (TFR)
The TELOS Fund Rating is concerned with the analysis and evaluation of individual investment products, in particular mutual funds. TFR complements the range of rating products of TELOS and RCP.
How does TFR differ from other fund ratings?
TFR is a new kind of product that differs from other fund ratings by:
Which funds can be evaluated?
The rating methodology of the TELOS Fund Rating is suitable for a broad range of asset classes and investment strategies, among others:
What does the TFR statement mean?
The focus of TFR is the fund‘s quality:
How is the evaluation performed and by whom?
The evaluation is based on a range of more than 100 qualitative criteria with the addition of further quantitative indicators. The individual evaluation is aggregated to an overall result. After more than 25 Manager and Investment Process Ratings, the TELOS rating analyst have substantial experience in analysing and evaluating investment processes and related topics.
The TELOS Rating Scale
All rights reserved. TELOS Fund Ratings are based on facts and informations taken from sources believed reliable, but we cannot warrant their accuracy and/or completeness. TELOS GmbH accepts no liability for any loss or damage arising from errors or matters of opinion expressed. Neither the presented figures nor the actual historical performance permit future predictions. Ratings and views presented are subject to revision and should not solely be relied upon for investment decisions. The Fund Rating is no offer or recommendation or request to buy, sell or hold the product(s) being discussed in this publication.