What are the criteria for the selection of funds?
The funds for the Capitalisation and Regular Income model portfolio are selected based on their ratings in co-operation with Morningstar. Not only past performances are important, but also the analyst reports for the future. Based on 5 pillars (management team, fund house, investment process, yields and costs), the Morningstar analysts make an estimate which indicates whether or not the fund has the potential to perform better than similar funds.
The MijnKapitaal Mixer and Flexer model portfolio was put together by the editors of the MijnKapitaal website. All the information about their analyses is available on the website of MijnKapitaal.be.