OBSR Fund Ratings are determined on the premise that the fund selection process should, whilst taking past performance into consideration, ascribe greater weight to identifying the factors which will affect future performance. This process demands a much stronger emphasis on a qualitative examination of funds. Ratings awarded are AAA, AA or A.

There are several key factors which lead to the final OBSR Rating determination. These are:

Strength of investment process and length of time it has been in place· Continuity of investment personnel· Investment style that has proven durable over time

Clearly defined investment objectives· Strong and consistent past performance record· Favourable risk adjusted returns

The OBSR Ratings are determined following in-depth qualitative and quantitative analysis with the emphasis more focused towards qualitative appraisals.

Mercier Allen and Associates Limited (Registered Office: 43-44 Carfax, Horsham, West Sussex RH12 1EQ; Registered in England and Wales Number 5440169) is a trading name of Mercier Allen and Associates Limited an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk). Mercier Allen and Associates Limited is a Limited Company.

We give our clients the opportunity to pay us a fee if they wish; our normal fee is £250.

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