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Upper Quartile allows you to make quicker, more informed decisions about the ongoing performance values of managed funds.

  • GET A FREE copy of August 2008 report - from this page
  • Get SPONSORED by your favourite BDM (Fund Manager or Platform) for three months' free trial.
  • SUBSCRIBE NOW for twelve months and only pay for seven - a 42% discount on the subscription rate of $99.00 per month, including GST. Subscribe NOW and you will not be billed after the first seven months - for the remainder of your first year.
  • SEE THE FREE LISTINGS for Fund Managers, Master Trusts, Accountants and others on the new "Who Uses It?" page.
  • Check the Frequently Asked Questions page, to answer all your questions about Upper Quartile. Send us your feedback!
  • FIND an ADVISER who uses Upper Quartile research.
  • Use our LINKS page - for quick and easy access to useful online resources, including Morningstar, Master Trusts and lots more!
Financial Planner or Accountant? You are also welcome to
  • Get a link to our UNIQUE graphing tool - just download the free report from this page.
  • DOWNLOAD our exclusive research report on Automatic Rebalancing of Fund Choice (from Jan 2000 to Dec 2003) Positive Outcomes Report
  • DOWNLOAD our User Guide
  • HAVE Access to Upper Quartile monthly reports back to June 2002 - over SIX YEARS of comprehensive data.

Upper Quartile has published research proving that choosing upper quartile funds and applying an active investment strategy provides superior portfolio performance.

Upper Quartile Time Saving Funds Analysis saves time and money and allows Financial Planners to provide a better service for their clients.

Finding a Financial Planner who subscribes to Upper Quartile

Upper Quartile does not endorse any particular financial adviser, on the basis of them being a subscriber. You are free to contact any of the financial planners who are Upper Quartile subscribers, as well as any of the Master Trusts and Fund Managers using this link.

By pressing the "send" button you consent to our disclosing personal information about you, set out on that page, to a financial adviser or financial advisers and their respective Licensee groups, or a fund manager or master trust, for the purpose of enabling a financial adviser to contact you. Upper Quartile does not endorse any particular financial adviser. Use and disclosure of personal information about you will otherwise be subject to the Website Conditions of Use.



Upper Quartile acknowledges that some or all of the data used to generate its reports may have been sourced from FPI Ltd and/or Morningstar.
Please refer to the
Conditions of Use statements in this website regarding the use of this data.


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