FundScore

, Your FundScore Report Is Ready

Are your funds good enough?

Our ratings for each of your funds, sorted by their Dynamic Fund Rating (star rating), are shown in the table below.  Remember 5-star is the best rating and 1-star is the worst. If there is no rating next to a fund then we don’t have enough data to produce a rating. Below the table we explain a bit more about Dynamic Fund Ratings, what they mean, why they are so powerful and what you can do now.
Fund Name Rating

The Results

The Dynamic Fund Rating system has produced some staggering results.

Since 1 July 1994 to 1 May 2021, these are the returns you would have generated by selecting funds using our ratings, versus the sector average and the index:

  • Dynamic UK All Companies Portfolio: 2,039%
  • UK All Companies Sector Average: 545%
  • Aviva UK Index Tracking Fund: 434%

That is 1,605% better than an index tracker!  You didn’t achieve this by taking daft risks – after all the funds you choose were all from within the mainstream and very popular UK All Companies sector.

This result was achieved by simply making vastly better choices.

In case you wondered, the period 1994-2021 was by no means all gung-ho for markets. It included the bursting of arguably the biggest stock market bubble in history in December 1999, which was followed by an ugly three-year bear market – plus another ugly bear market in 2008/2009 and the greatest economic and financial market turmoil since the Great Depression.

What about shorter periods?  We broke down the period since 1994 into 5-year chunks.  To get the greatest spread of data, we started a new 5-year period every month – this meant we analysed 252 five-year periods from 1994.

Using our Dynamic Fund Ratings to select funds in each 5-year chunk, versus the sector, the results are impressive:

  • 7.42% EXTRA growth per annum
  • 93.25% likelihood of EXTRA growth (outperformance)

These are the average numbers for each 5-year period.  This means that if you invested £100,000 at the beginning of the average 5-year period you benefitted from £43,040 EXTRA compared to the sector as a whole.

We are not aware of any other fund rating system that can demonstrate added value on this scale. [We make the complete evidence publicly available on the FundExpert web site.]

Your next steps…

You now know all about our “winning funds”, the evidence for their success, and how we uncover them year after year.

For you that is just the beginning.

You also need to have a plan to review the funds – there is no such thing as a perpetually good fund.

Plus, bad things can happen in markets – how will you respond?

This is where FundExpert comes in.  Our Gold Membership offers:

  • Access to our Private Tools for building your portfolios and rating your funds.
  • Stop-Loss Alerts when the markets are tumbling, to help protect the value of your investments.
  • Alerts when you should review your funds (typically 6 monthly)…
  • …with clear guidance on whether to hold or switch.
  • And access to our Private Members Community.

Plus, access to all of our research, weekly analysis, monthly teleconference… and much more besides.

All of this is available to Gold Members on FundExpert, to help you begin to transform your investing success.

You have two straightforward choices right now.

1. Access Gold Membership now. Everything you need to get going is here.

OR

2. Take your new knowledge and do-it-yourself.  There’s a huge amount of information and tools on FundExpert to make your life easier – take a look around here.

We hope you join us! To get started click here.

What our Gold Members say

What are Dynamic Fund Ratings?

In the box below we explain what Dynamic Fund Ratings are and how they can work for you to transform your investing success.

Importantly, these ratings don’t just tell you what to buy, but when to review them and switch to better alternatives – this vigilance is absolutely vital, but it only requires about 30 minutes, twice a year.

How Dynamic Fund Ratings work for you

The problem for most investors is how to identify the best investment funds from the thousands available, and do so consistently, from year to year. If you wish to succeed as an investor it is vital you have a process, in this case a process for selecting funds with outstanding potential. And you must apply this process consistently.

That is exactly what our Dynamic Fund Ratings do.

You review your funds every 6 months – it will take about 30 minutes.

You identify the rating for each of your funds, where 5-star is the best rating.

If any fund does not have a 5-star rating at your review point, you switch into a fund which does.

Basically, a fund is given 5 stars if it is in the top 20% of funds based on the performance over the prior 6 months.

Why these ratings are important

The key to successful investing with funds is having a process which identifies funds with the greatest potential, plus when they should be sold – so far so simple. 

Yet the fund rating services which we encountered since the 1980s were lacking, to say the least. So, if we were going to come up with a successful method for rating funds, it MUST have these criteria:

  • Straightforward to identify top-rated funds.
  • The underlying process must be clear and understandable.
  • It must be repeatable.
  • There must be long term evidence that it generates extra growth.

The Process

We back-tested various methods for selecting funds back to 1994. The method which stood head and shoulders above alternatives was what we now call Dynamic Fund Ratings.

Dynamic Fund Ratings met all of our criteria for an effective rating system:

  • The funds to buy are given 5 stars. Couldn’t be more straightforward.
  • The 5-star funds are the top 20% of funds over the prior 6 months. That’s clear.
  • It is easy to repeat this process every 6 months.
  • The evidence for achieving extra performance is superb.

Important Legal Information

FundExpert, 3 High Street, Chislehurst, Kent, BR7 5AB

Any funds mentioned are risk investments.  Risk investments are not suitable for everyone and you should obtain personalised financial advice if you have any doubt about whether they are suitable for your particular circumstances.  If you withdraw from these investments you may not get back the full amount invested.  The value of risk investments can go down as well as up.

Past performance is no guarantee of future returns.  Your capital is at risk if you invest.

We have taken reasonable care to ensure that statements contained within this document are fair and accurate in all material respects but such accuracy cannot be guaranteed.  Nothing contained herein is an invitation to purchase shares or other securities.

The use of this information by any party for any purpose whatsoever shall be entirely at such party’s risk.

FundExpert and Dennehy Weller & Co Ltd do not accept any liability for any claims for loss or damage arising from use of the information contained in this document, by any party.

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FundExpert and Dennehy Weller & Co Ltd do not seek to provide advice or recommendations in respect of the suitability of any strategy, fund or product listed.

FundExpert is an Appointed Representative of Dennehy Weller & Co.  Registered Office: 303 High Street, Orpington, Kent, BR6 0NN.  Registered in England No. 1476316.  Dennehy Weller & Co Ltd is authorised and regulated by the Financial Conduct Authority, registration no. 114360.

 

This information is intended for use by U.K. investors only.