What am I looking at? Every night we recalculate the past financial performance of 53,000 financial instruments based on the last known price; we assign financial ratings (between 1 and 5) and calculate the performance in euros at the latest available exchange rate.

Cost: This is the aggregate cost of the fund on an annual basis. In Portfolio it is the aggregate cost of all instruments.

Esgap : ESG Adjusted Performance. It is a proprietary MCSR measure that allows a summary assessment of funds considering the quality of the sustainable investment process, continuity and measurement of performance and risk parameters.

Performance : Measures the fund's performance continuity over three different time periods on a scale of 1 to 5. Funds rated 5 are excellent in terms of performance consistency in their asset class.

Performance 6 months/1 year/3 years : Performance of the fund in euros over the relevant time period. 

Risk : Measures the continuity of risk taken by the fund in terms of volatility over three different time periods on a scale of 1 to 5. Funds rated 5 are excellent at controlling risk relative to their asset class.

SRRI: This is the legal parameter that defines the measure of risk that the fund should have over time. The scale goes from 1 (lowest risk) to 7 (highest risk).