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Fund Selection Process

A Comprehensive and Exhaustive Process built around a Multi levels due diligence

QNB adds value to clients fund selection. Funds for selection go through an exhaustive internal due diligence before presented to prospective investors:

1. Funds are selected from the best of the breed platform: All funds Bank.
2.An additional Screening Process is performed by QNB Assets Management Division
3. The funds are thenafter evaluated on a monthly basis to ensure performances meet QNB criteria.
4. QNB shortlisted funds are all highly liquid
 
 

QNB Asset Management Division: Selection Process and Monitoring

COMPULSORY CRITERIA:

  •  Arabic Fact Sheet on a monthly basis issued by fund manager.
  •  Managers must be listed in global platform- All Funds, www.allfundsbank.com 
  • UCITS structure
  • No load

KEY CRITERIA FOR FUND SELECTION (8 are required out of possible 11)

  •  Asset Management Company must have a minimum of $50 billion of assets under management
  •  Assets Under Management must be over USD 100 million for the target fund
  •  Funds must have a minimum of 36months track record
  •  Team managing the Funds must have at least 36 months of stability
  •  3 years returns higher than benchmark
  •  3 years volatility lower than benchmark
  •  3 years positive Jensen Alpha
  •  3 years Information Ration higher than 0.30
  •  3 years Sharpe Ratio higher than 0.6 (Equities) and higher than 0.1 (Fixed Income)
  •  Positive Traynor ratio
  • At least 4 stars granted by Morningstar

     
 

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