Fund houses with a value leaning have come out on top in FE fundinfo’s biannual Crown rebalance, as infrastructure and strategic bonds also benefitted from the rerating.
In the data provider's latest rebalance, 163 funds gained a five Crown ratings, bringing the total number to 340. The five Crown rating is reserved for funds in the top 10% of ‘Crown Scores', which are calculated in three parts, each referenced to a benchmark. Fund must also hold a minimum three-year track record. GAM and Liontrust among four top ten dropouts in FE Crown Ratings rebalance Across IA Infrastructure and IA Sterling Strategic Bond, each sector is comprised of at least 30% of total funds with the maximum rating, with seven out of 23 funds and 23 out of 77 holding a ...
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