The 300 Best Funds According to CFS Rating

Once again this year, CFS Rating, a leading provider of financial analysis and communication services, has selected the top 300 funds of 2024 in the 21st edition of its prestigious yearbook. Among the standout performers are the Kairos funds, which continue to distinguish themselves for their solidity and effective investment strategies.

In the fixed income segment, KIS Bond Plus reaffirms its position as a benchmark in the flexible bond category, thanks to a well-diversified allocation across fixed income asset classes. The fund stands out for its strategic exposure to market segments offering an attractive risk-return profile, such as financial subordinated debt and corporate hybrids. Additionally, the reopening of the primary market not only provided a significant investment opportunity but also reduced refinancing risk and delivered compelling yields.

KIS Financial Income maintains its position of excellence among Euro-High Yield products, with a focus on European financial subordinated debt. The fund benefits from the strong capital position of European financial institutions and a dynamic primary market. Its strategy has prioritized subordinated debt exposure, particularly in Lower Tier 2 instruments, taking advantage of a favorable environment characterized by tight credit spreads and attractive yields.

In the equity segment, KIS Italia continues to shine in the Absolute Return Equity Over 10 Years category, thanks to a flexible and dynamic approach that focuses on Italian mid- and large-cap equities. The fund excels in its ability to adapt to complex market environments, combining dynamic exposure to large caps with targeted investments in mid- and small-cap stocks. Its strategy is defined by volatility control and careful stock selection, aiming to maximize opportunities in a more moderate interest rate environment.

These recognitions reaffirm the quality and effectiveness of Kairos’ fund management, which continues to be a reference point in the financial landscape.

METHODOLOGY

Each year, CFS Rating selects the best investment solutions from over 12,000 products authorized for sale in Italy. Through its proprietary methodology, CFS Rating analyzes the available investment products by ranking them based on their Sharpe Ratio (risk-adjusted return) and Alpha (ability to systematically outperform the benchmark).

For more information on the calculation methodology, visit: CFS Rating Methodology.