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Verified Classification is performed on the basis of the most recent portfolio holdings. It involves regular monitoring of data by a neutral Classification Administrator (FundConnect) to ensure that funds do not drift from their stated objectives.
Consolidated feed includes the most recent classification, both verified and indicative classification, for all classified funds.
Indicative Classification is a complementary classification. It should be seen as a first step towards a “verified” classification.
Indicative Classification is a complementary classification. It should be seen as a first step towards a “verified” classification.
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Disclaimer
Indicative classification have been based on the thresholds set in the EFC categories, using publicly available information only. Care has been taken to ensure that the information, including sector allocations, are correct but FundConnect and FE neither warrant nor guarantee the contents of the information, nor do they accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein.