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