S&P Fund Management Ratings: independent assessments for sound investment decisions

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The Standard & Poor's Fund Management Ratings, based on an analysis of quantitative and qualitative factors, are seen as a seal of quality for funds.

  • The quantitative analysis looks at historical performance and how consistent it is
  • The qualitative analysis includes in-depth personal interviews to make an informed assessment of the fund company, portfolio manager, investment team and individual aspects of the funds

Less than 20% of funds in each asset class are even accepted into the multi-stage rating process. Even funds rated A represent a high standard of quality.

      AAA   exceptional quality
       AA    very high quality
        A     high quality

The reports on the officially rating of LGT funds can be found on the respective product pages.

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