• Research Approach & Methodology
• Philosophy
• Process
• Categorisation
• Quantitative Analysis
• Data Sources

Categorisation

We seek to develop and maintain a broad understanding of the market, so as to be able to identify meaningful peer groups of funds with similar objectives and approaches. The industry-defined sectors are too widely drawn to permit satisfactory comparisons of funds. Our approach is designed to enable us to compare like with like.

This categorisation is designed to assist OBSR’s clients in selecting appropriate funds for their customers. We also highlight any particular market capitalisation and style biases that may be applicable to equity funds and identify the asset class focus of fixed income funds, for example gilts, investment grade corporate bonds, high yield bonds, or a strategic combination of these.

For further information on categorisation please read OBSR Fund Categorisation.