Finance and Funds

Fund rating

0350-en RE430 Financial Market Law As of 11.07.2026


Assessment of a fund by an independent agency. Unlike rankings that are based solely on quantitative data (above all performance and volatility), ratings also take into account qualitative criteria (evaluation of the investment strategy and asset management).

Deutsch

Fondsrating 0350-de

Beurteilung des Anlagefonds durch eine unabhängige Agentur. Im Gegensatz zu einem allein auf quantitativen Daten (v.a. Performance und Volatilität) beruhenden Ranking berücksichtigt das Rating auch qualitative Kriterien (Bewertung der Anlagestrategie und der Vermögensverwaltung).

Suggested citation

Fund rating (0350-en), in: LAWPEDIA®-Glossar, provided by LAWCONSULT AG, www.lawconsult.ch/lawpedia/en/fund-rating, as of: 11.07.2026 [accessed on ].

The entries in the LAWPEDIA® glossary serve general information purposes and do not constitute legal advice. Despite careful preparation, LAWCONSULT AG accepts no liability for the accuracy, completeness or timeliness of the information.

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