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Alpha manager

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Established
  
2009

Location
  
UK

Alpha Manager is a quantitative rating system designed by Trustnet.com to rate fund managers of unit trusts and OEICs.

The first ratings were launched in March 2009 and are re-evaluated every January to account for any changes in performance that may have occurred throughout the year.[1]

The rating is based on three components:[2]

  • Risk-adjusted alpha
  • Outperformance of a benchmark
  • Consistency of outperformance or underperformance in rising and falling markets
  • Only 10% of registered fund managers are awarded this rating and must show consistent outperformance of their peer groups for at least 30 months.

    References

    Alpha manager Wikipedia


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