OBSR provides Fund Ratings as an independent mark of quality. Based on a proven research process where qualitative research is supported by quantitative analysis, our Ratings are evidence that we believe a fund is, for its type, consistently producing the returns it set out to deliver, and will continue to do so.
Once we have concluded our due diligence process and have categorised a fund, it may then be considered for an OBSR Fund Rating. Funds are then presented to the OBSR Fund Rating Committee for consideration. The ratings range from A to AAA. These ratings are designed to be an independent mark of quality but also a clear indication of our conviction in a manager’s ability to meet or exceed a fund’s objectives compared to other funds of a similar type.
OBSR currently rates about 250 out of a universe of approximately 2500 funds. We do not work to a 'quota' nor are we paid to rate funds. The number of rated funds is simply the result of our due diligence process. Any fund which receives an OBSR Fund Rating is exceptional of its type and can be considered in relation to appropriate clients.
We have a review programme for every fund to assess whether the investment process is still in line with our understanding and is appropriate for its objectives. Following these review meetings, we consider whether the OBSR Fund Rating is still appropriate. Should a material change occur between our regular reviews, this is considered and where appropriate the OBSR Fund Rating may be adjusted, suspended or removed.