The international Morningstar rating for Generali Investments on 31 December 2020: Generali First Selection and Generali Bond received the highest Morningstar overall rating of 5 stars, and Generali Vitality received 4 stars*.
Generali Investments has consistently been known for its professionalism and excellence in managing investor assets. Three of our funds received a maximum of 5 or 4 stars, ranking among the top 10% of funds in each category (in the case of 5 Morningstar stars) or the next 22.5% of funds (in the case of 4 Morningstar stars). On 31 December 2020, Morningstar assigned 5 and/or 4 stars to the following funds:
Generali First Selection, 5 stars in the Flexible Allocation – Global category
Generali Bond, 5 stars in the EUR Diversified Bond category
Generali Vitality, 4 stars in the Global Large-Cap Blend Equity category
Morningstar, an independent and highly acclaimed rating agency based in the US, has been rating funds across the world since 1985. Funds are rated according to their risk-adjusted returns, also taking account of their investment policies and expenses. Funds are ranked within their respective categories, with ratings recalculated each month. The highest rating is 5 stars. The top 10% of funds in each category receive five stars, the next 22.5% four stars, the middle 35% three stars, the next 22.5% two stars, and the bottom 10% receive one star Funds are rated for ten-, five-, and three-year periods, and these ratings are combined to produce an overall rating. How the overall rating is calculated: for funds with at least three years and less than five years performance history, their three-year star ratings will be the same as their overall star ratings. For funds with at least five-year and less than ten-year records, their five-year histories will count for 60% of their overall rating and their three-year rating will count for 40% of the overall rating. For funds with at least 10 years of performance, the overall rating will be weighted as 20% for the three-year rating, 30% for the five-year rating, and 50% for the 10-year rating.
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