The 300 best funds according to CFS rating

3 April 2023

Also this year CFS Rating, a leading company in the supply of financial analysis and communication services, has collected the best 300 funds of 2022 in its annual directory.

The Kairos funds mentioned in the 19th edition of the Yearbook are:

  • KIS Bond Plus, a flexible bond segment which invests in the various fixed income asset classes;
  • KIS Financial Income, Euro-High Yield bond segment focused on European subordinated financial securities;
  • KIS Pentagon, a balanced multi-asset sub-fund with a focus on real assets denominated in dollars.

KIS Bond Plus is also one of the best funds in the Over 10 Years category.

CFS Rating analyzes the best performers on the Italian market in terms of risk/return ratio using its proprietary methodology and selects the best investment solutions from over 12,000 products authorized for sale in Italy.

Each fund is rated within the specific reference category, paying maximum attention to retail UCITS which as at 31/12/2022 can boast a 4 or 5 star rating. To a minimum, funds with a 3-star rating are also considered, which are particularly interesting in the analysis. Subsequently, a further skimming is carried out which considers various factors, for example:

  • persistence of results
  • the overall performance of the last year
  • the degree of efficiency over the five-year period
  • the ability to limit investment risk
  • the peculiarity of the management philosophy

For further information on the calculation methodology: http://www.cfsrating.com/it/cfs-rating/il-rating-cfs

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