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Historical DataThe historical data available for charting is the factor identified as the "Upper Quartile Factor" (UQF) for each of the fifteen fund types for each period in the data- base. The "Upper Quartile" is that 25% of all the funds included in that sector (or fund type) which meet or exceed the UQF. Therefore, the Upper Quartile Factor is the lowest level of reported performance (on a rolling twelve months basis) for that top 25%. The UQF is used to identify the point at which a fund's performance (on a rolling twelve months basis) would include it as being in the "Upper Quartile" of its type. Where a fund's performance (on a rolling twelve month basis) is lower than the UQF in that reporting period, it will be excluded from the "Upper Quartile". By using this UQF as the charting factor, a portfolio review process can be established to identify funds that usually provide consistent reliable performance and which are viewed within the context of "peer to peer" results, in the same timeframe and in the same markets. Because the UQF is a highly arbitrary measurement, it should not be relied upon, in isolation, as the only reason that determines your fund selection. In addition, it is highly useful to read the research report from Morningstar regarding how Rolling Rates of Return are calculated. It can be accessed here: http://www.upperquartile.com.au/reports/Doc-No-10-Morningstar-understanding-rolling-rates-of-return.pdf Many funds of very high quality 'bubble along', moving just in or out of the Upper Quartile rating for their fund type and their consistent, long term performance must be considered, along with stability of management, investment style, mandate, market activity and management processes. To make proper use of the information contained within the graphing facility, it must be considered in conjunction with the detailed Upper Quartile reports available to Subscribers. Use the checkboxes below to select the fund types you would like to include in your analysis, select the date range you would like to include and select "Go". Your results will be displayed as a graph in a new window. |
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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. |
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