Morningstar compares the return and risk of the portfolios with those of similar European portfolios. The independent research firm specialises in assessing the performance of investment portfolios offered to retail clients by banks and pension companies. They use theoretically recognised analytical methods to assess the risk-adjusted returns of individual funds. More than 1,000 European funds are included in Morningstar’s analyses, in which the funds are grouped according to investment universe and risk profile. Â
Among other things, the analyses result in a monthly rating, in which each individual fund or portfolio can be awarded between 1 and 5 stars based on its performance over recent years. Returns are analysed over a minimum three-year period and, where possible, supplemented by analyses of five- and ten-year returns. Long-term returns are given greater weight than short-term returns.
On morningstar.dk, you can view Morningstar’s supplementary information on the investment universe and key risk indicators.
