FundCalibre awards seven funds an 'Elite' rating

11 new ratings overall

clock • 4 min read

Seven funds have been awarded an 'Elite' rating from FundCalibre, while four other portfolios have been granted an 'Elite Radar' badge in the firm's latest investment committee meeting.

The Elite rating is attributed to funds with "highly skilled" managers and involves a four-step screening process. No more than 10% of funds in any sector are given the top rating. Meanwhile, the Elite Radar badge covers funds that are potential candidates for the higher rating. In this edition, the Aegon High Yield Bond; Ashoka India Equity investment trust; BlueBay Emerging Market Unconstrained Bond; Comgest Growth America; Fidelity Asian Smaller Companies; Martin Currie Global Portfolio trust and Ninety One Diversified Income were all awarded an Elite Rating. The £1.8m Aegon High Y...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Funds

Nick Train UK equity funds downgraded by Morningstar due to 'narrow focus'

Nick Train UK equity funds downgraded by Morningstar due to 'narrow focus'

Silver to bronze

clock 22 February 2024 • 3 min read
ETFs gain ground on passive mutual funds as total inflows top £2bn

ETFs gain ground on passive mutual funds as total inflows top £2bn

LSEG Lipper UK Fund Flows report

clock 21 February 2024 • 1 min read
Redwheel enters venture capital market with UK climate tech fund

Redwheel enters venture capital market with UK climate tech fund

Partnership with Turquoise

Valeria Martinez
clock 21 February 2024 • 1 min read
Trustpilot