Mutual Fund Scoring is a method of mutual fund evaluation by PT. Infovesta Utama using parameters that are considered crucial and aims to facilitate investors in selecting Mutual Funds based on historical performance.
The types of mutual funds scoring:
Equity Fund
Balanced Fund
Fixed Income Fund IDR
Fixed Income Fund USD
Money Market Funds
The period of mutual funds scoring consist of:
6 months
1 year
3 years
5 years
Aspects and parameters used in the Scoring of Mutual Funds:
Performance Aspects, using Modified Sharpe Ratio and Total Return parameters
Aspect of Investor Trust, using Participation Unit growth parameter
Regulatory Compliance Aspects, using Managed Funds parameter
The results of Mutual Funds Scoring are expressed in the form of "Stars" determined based on the normal distribution of mutual funds evaluation result ranging from highest to lowest level, namely:
