Why invest with us?
Abundance of choice
Choose from a wide range of funds (> 600) to cater to your investment needs and risk appetite
Neutral and objective
Our product and research team are not tied to any fund houses and conducts independent reviews
Trusted financial advice
Receive personalised advice from our Certified Financial Planners (CFP)
Our methodology
High Conviction List
The High Conviction List was created by the PIAS Investment team with the primary objective to aid clients and advisors with shortlisting the best in class funds, based on our stringent research and fund selection methodology Our dedicated advisors and company seek to reduce the amount of time and effort spent in the selection of individual funds prior to investing.
Approved Product List (APL)
Funds are selected from our APL where rigorous due diligence and regular reviews are conducted​
Generally, comparison will be done between a minimum of three funds within the same category​
​Specific asset classes where the Investment team deems to be important to be included as part of a portfolio can be added based on the team’s discretion​
Where possible, a three year comparison period for quantitative and qualitative analysis will be used​
Quarterly reviews of funds to be conducted with monthly monitoring of performance
Quantitative Factors
EXPENSE RATIO
A measure of the total costs associated with managing and operating an investment fund
50%
15%
15%
10%
10%
MAX DRAWDOWN
This represents the worst possible return over a period, in this case 3 years.
VOLATILITY
Shows how widely a range of returns varied from the fund’s average return over a particular period
Performance
A three year period for comparison was selected by the investment team so as to have a more objective assessment of the funds’ track record over a longer period of time
SHARPE RATIO
Commonly used to calculate the level of a fund’s return over and above the return of a notional risk free investment
Qualitative Factors
Attractive Proposition
Background of manager / team
Alignment of interest
Leadership & structure
Strategy or idea that is unique or new in the market
Performance track record and tenure/years of managing the fund and/or investment strategy
Fund manager with vested interest in strong performance
Minimum turnover at the helm and single/co manager(s)
Source: PIAS High Conviction Fund List by Partner Management (Investment)
SERVICE
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