Compare WAEMU funds
on published criteria.
An independent ranking of every fund in a category, updated each quarter, for distributors, insurers, pension funds and savers.
The first edition of the ranking is being prepared. Sign up to receive it when it is published.
Six criteria, all published.
Risk-adjusted performance
Sharpe and Sortino ratios over 1, 3 and 5 years where history allows.
Consistency
Share of periods above the category median and depth of maximum drawdowns.
Fees
Ongoing charges, entry and exit fees, compared with the category.
Size and liquidity
Net assets, flows and liquidity of the assets held.
Policy adherence
Consistency between the stated investment policy and the actual portfolio.
Disclosure quality
Regularity and completeness of published NAVs, reports and holdings.
Categories ranked.
- Money market
- Bond
- Diversified
- Equity
Two ways to use the ranking.
Fund comparison database
FCFA 1.5m / year, excl. VAT
For distributors, insurers and pension funds selecting funds.
- Every fund and every criterion
- Ranking history
- Data export
Label licence
FCFA 2m / year, excl. VAT
For fund managers who want to cite their fund’s ranking.
- Right to use the label and report
- Fund fact sheet to distribute
Independence rule: every fund in a category is ranked, whether or not it pays for a licence. A licence grants the right to use the label, never to influence the ranking.