Alpha manager
 |
| Established | 2009 |
|---|---|
| Location | UK |
| Website | [1] |
Alpha Manager is a quantitative rating system designed by Trustnet.com to rate fund managers of unit trusts and OEICs.
The first ratings were launched in March 2009 and are re-evaluated every January to account for any changes in performance that may have occurred throughout the year.[1]
The rating is based on three components:[2]
- Risk-adjusted alpha
- Outperformance of a benchmark
- Consistency of outperformance or underperformance in rising and falling markets
Only 10% of registered fund managers are awarded this rating and must show consistent outperformance of their peer groups for at least 30 months.
References[edit]
- ^ "Jupiter tops Trustnet league of alpha managers | FE Trustnet". Archived from the original on 2011-07-17. Retrieved 2010-01-21.
- ^ "Passive fund guide - FE Trustnet". Trustnet.com. Retrieved 9 June 2018.