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

• ETF replication name

• Index fund

• Institutional fund

• Pension plan

• Regular investment

• Riester fund

• SFDR

• 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