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Filters in fund screens

The following filters are available for your fund screens:

"General" filter

  • Investment horizon
  • Distribution type ("Distributing" or "Accumulating")
  • Distribution frequency
  • Fund age
  • Fund volume
  • Trading venue
  • Main tranche
  • Hide inactive instruments
  • Fund company
  • Manager tenure
  • Minimum investment
  • Open fund
  • Search (name, ISIN,...)
  • Currency

Filter "ESG":

  • E - Emissions
  • E - Environmental externalities
  • E - Resource use
  • E - Governmental emissions
  • E - Governmental consumption of resources
  • E - Suppliers footprint
  • E - Product footprint
  • E - Environmental governance & processes
  • ESG score
  • ESG score relevance
  • G - CSR and sustainability
  • G - Formal institutions
  • G - Informal institutions
  • G - Partnerships, memberships, awards and certifications
  • G - Stability
  • G - Corporate ethics & behaviour
  • G - Corporate governance
  • Governance
  • S - Community and society
  • S - Human capital
  • S - Customers & products
  • S - Supply chain
  • S - Employees
  • S - Physical capital
  • S - Technology
  • Social
  • Environment

"Historical performance" filter

  • 1-month performance
  • 3-month performance
  • 6-month performance
  • Performance YTD
  • 1-year performance
  • 3-year performance
  • 5-year performance
  • 10-year performance
  • Performance since launch
  • 6-month max. loss
  • 1-year max. loss
  • 3-year max. loss
  • Jensen's alpha in %
  • Longest loss period (in months)
  • Outperformance in %
  • Turnover Ratio

"Classification" filter

  • Fund of funds
  • EFCF category
  • ETF
  • ETF replication
  • Index fund
  • Institutional fund
  • Pension plan
  • Regular investment
  • Riester fund
  • Socially responsible
  • Suitable for savings plans
  • Union funds
  • VWL capable (Germany)
  • Insurance fund
  • Securities lending allowed

"Costs" filter

  • Front-end load
  • Securities account fee
  • Ongoing charges
  • Management fee
  • Exit fee

"Portfolio" filter

  • Asset allocation
  • Industry
  • Region
  • Small cap

"Regulatory" filter

  • Country
  • UCITS/AIF
  • Distribution approval

"Risk & Ratings" filter

  • 1-year Sharpe ratio
  • 3-year Sharpe ratio
  • 5-year Sharpe ratio
  • 1-month volatility
  • 6-month volatility
  • 1-year volatility
  • 3-year volatility
  • 5-year volatility
  • 10-year volatility
  • Currency hedged
  • Diamond rating
  • Diamond rating date
  • Capital guarantee
  • SCOPE fund rating
  • SRI ("Socially Responsible Investment")
  • SRI date
  • Currency risk
  • Currency exposed against

For information on how to configure filters, see Filter screens.

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