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We can help you select the best performing local and global funds to meet your goals.
We select the best performing funds based on our Fund Selection Model.
This scientific based analytical model identifies the best performing managed funds over a 5 year investment horizon using numerous market data inputs.
Traditional selection models typically function by simply using pass / fail tests. Funds meeting all the imposed criteria are moved forward for further evaluation whereas those that fail are removed from consideration. Whilst relatively easy to apply, such a screening process does not typically provide comprehensive, actionable results. Rather than comparing fund performance and other relevant parameters, such exercise simply produces an unordered list of survivors.
The Calamatta Cuschieri Fund Selection Model (CCFSM) is a factor model offering superior analysis. Like traditional screening, it starts off with the selection criteria for evaluation (the “factors”), but then moves on to weight those factors based on their relative importance. The various funds each receive a single score based on the sum of their performance on all the weighted factors with the end result being a rank ordering with funds that have the highest scores rising to the top. Such a methodology ensures that these funds do not simply meet a minimal standard but that they also have the highest combination of all selected weighted factors.
The final stage in CCFSM is the due diligence process whereby all documentation and legal material is reviewed for each fund to ensure adherence with the relevant criteria and equally important to validate the ranking attributed to each fund. The Investment Manager of each fund is also subjected to a due diligence process of its own.
The information provided on this website is being provided solely for educational and informational purposes and should not be construed as investment advice, advice concerning particular investments or investment decisions, or tax or legal advice. Similarly, any views or opinions expressed on this website are not intended and should not be construed as being investment, tax or legal advice or recommendations. Investment advice should always be based on the particular circumstances of the person to whom it is directed, which circumstances have not been taken into consideration by the persons expressing the views or opinions appearing on this website. Calamatta Cuschieri Investment Services Ltd has not verified and consequently neither warrants the accuracy nor the veracity of any information, views, or opinions appearing on this website. You should always take professional investment advice in connection with, or independently research and verify, any information that you find or views or opinions which you read on our website and wish to rely upon, whether for the purpose of making an investment decision or otherwise. CC does not accept liability for losses suffered by persons as a result of information, views, or opinions appearing on this website.
Calamatta Cuschieri Investment Services Ltd is licensed to conduct investment services business under the Investments Services Act by the MFSA and is also registered as a Tied Insurance Intermediary under the Insurance Distribution Act.
For more information you can contact one of our financial advisors
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