We are glad to inform you that Morningstar as one of the largest global fund database providers rates two of our investment funds with a 5-Star rating as of January 2018, right after the fund hit the 3 years track record!
Morningstar rates funds from one to five stars based on how well they’ve performed (after adjusting for risk) in comparison to similar funds. Within each Morningstar Category, the top 10% of funds receive five stars, the next 22.5% four stars, the middle 35% three stars, the next 22.5% two stars, and the bottom 10% receive one star. Funds are rated for up to three time periods—three-, five-, and 10 years—and these ratings are combined to produce an overall rating. Funds with less than three years of history are not rated. Ratings are objective, based entirely on a mathematical evaluation of past performance. They’re a useful tool for identifying funds worthy of further research but shouldn’t be considered to buy or sell recommendations.
This marks a major milestone for the investment team of Alpinum Investment Management AG. Thanks to our proven investment process and consistent draw-down management, we are convinced that we will be able to achieve attractive risk-adjusted returns in the future. We want to thank you for the trust you have placed in us.
