New launch - Leaders, Laggards and Losers

New launch: Leaders, Laggards and Losers - Investment Management Services UK

This month, we are excited to announce the launch of Leaders, Laggards and Losers. At Elson Associates, we believe that investing should be not only a way of securing a future for you and your family but it should also be an educational process to aid you to make the right decisions when selecting funds for your investments.

Over the past months we have been working hard to bring to you our latest product, Leaders, Laggards and Losers. This product will allow you to view how well your funds are doing compared to others in the market.

Leaders, Laggards and Losers is an extension of the fund monitoring services that we have been providing you with over the years and has come as a result of feedback from our existing customers.

New launch - Leaders, Laggards and Losers

So why should I use Leaders, Laggards and Losers?

  • It will help you view the funds that regularly outshine their rivals and steer clear of those consistently under-performing.
  • It can help you make a more informed decision when reviewing your portfolio.
  • It will provide you with past and current performance of categorised funds. With over 2000 funds categorised, this product is an innovation for the investment industry.
  • Each fund is assigned a crown rating (Click here to learn more about crown rating). The crown rating is a measure used by the Financial Express that we have decided to include to make understanding funds a little more simple when carrying out your research.

What makes a Leader, Laggard or Loser?

Elson Associates - Investment Management Services UK

  • Leaders: funds found in this category have been recorded to consistently out-perform their sector peers over the space of three years. To be at the top and become a leader, a fund must have produced a positive return relative to the sector average over each of the last three years and show accumulative performance over those three years of at least 10% better than the sector average.
  • Laggards: these funds are under-performing on a regular basis. The performance of these in each of the last three years is worse than the average sector and the accumulative performance over three years is between -20% and -50% relative to the sector average.
  • Losers: these funds are consistently under-performing and by a significant margin over three years. The accumulative performance over three years, is at over 50% below the sector average.

What do I need to remember?

  • You should not use this categorisation system as a guide for future fund performance. Past and current performance aren't necessarily a guarantee of future performance and their value may go down as well as up and you may not get back the amount you invested.
  • The performance and ratings are for personal information and use only and should not be used alone to decide on whether to invest in a fund. It should merely be used as assistance along with other information included in the key investor information documents (KIIDS), taking into account your investment goals, circumstances and your attitude to risk.

Want to see how it works?

Take a look at our league table to see how your funds compare now: League Tables

League-Tables-Leaders, Laggards and Losers

If you have any questions or feedback, please do not hesitate to contact us via our contact page.

Posted by Graham Elson on July 26, 2017

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Elson Associates does not offer advice as to the suitability of investments. If you are unsure whether an investment is suitable for you, you should obtain expert advice. Past performance of an investment is not necessarily a guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.

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