Mortgage & Property

New Insurance Professional

Family Office Bulletin


Mortgage Property

Insurance Professional

Family Office

Nine funds and trusts gain an Elite Rating from FundCalibre

Following FundCalibre’s summer investment committee, five new funds have been awarded an Elite Rating, as have two previously ‘Radar’ funds that now have a three-year track record. Two further funds have been awarded a new Elite Radar badge.

Juliet Schooling Latter, research director at FundCalibre, gives more detail on each new Rating:

Five newly Elite Rated funds:

Capital Group New Perspective“This global equity has a unique multiple manager approach, looking to capture the companies that are leading change in global trends. The team aims to identify companies in the early stages of their growth trajectory and will want to hold them as they become future winners.”

FSSA All China“The team behind this fund has an incredible track record of investing in Chinese equities. The ability to invest in A-shares and across the Chinese market, combined with a proven process of investing in quality businesses and management gives it an advantage over its competitors.”

GAM Star Disruptive Growth“This global equity fund invests in companies across a variety of industries which are set to benefit from the disruption that the next wave of technological change will bring about. Manager Mark Hawtin has a strong background in the technology sector.”

Mid Wynd International Investment Trust“This trust is a core option for any investor looking for a conservatively managed offering that taps into nine distinct trends: automation; online services; emerging markets consumer; scientific equipment; healthcare costs; screen time); low carbon world; high quality assets; and Fintech.”

SVM UK Opportunities“The manager of this fund has the flexibility to invest across the market cap spectrum in the UK. While the fund has a value tilt, it is not beholden to a fundamentalist value philosophy – the manager will invest in growth stocks where he sees opportunity.”

Two funds move from Radar to Rated:

Brown Advisory US Flexible Equity“Maneesh Bajaj took on sole management of this fund in July 2019, although he’d been co-manager since 2017. It invests in US companies at bargain prices and has a bias towards medium and large-sized businesses. Firms with management change offer particular appeal. Now the manager has his minimum three-year track record, which passes our AlphaQuest screen, we are happy to move this fund to an Elite Rating.”

GAM UK Equity Income“Launched in October 2017, this UK equity income fund invests in companies of all sizes – from the very small and those listed on the AIM stock market, through to the FTSE 100. While the manager is targeting a yield higher than that given by the UK stock market, he is also looking for steady dividend growth. This fund has also now marked its third anniversary and passes the AlphaQuest screen. It has therefore been moved from Radar to an Elite Rating.”

Two new Radar badges:

Artemis Positive Future“Launched in April 2021, this global equity fund comprises a highly concentrated portfolio of growing companies, with a bias towards mid-caps. The four-strong team is looking for those firms making a material positive impact on the world through either environmental or social improvements.”

Artemis Target Return Bond“This fund was launched in December 2019 and is a ‘steady eddie’ targeted absolute return fund, with a heavy emphasis on controlling risk. It targets an annual return of at least the Bank of England Base rate + 2.5% per after fees and invests globally in government and corporate bonds as well as asset-backed and mortgage-backed securities.”

This Week’s Most Read

  • Investing for the year ahead: eight funds and investment trusts for 2022

    The year end is a natural time for people to review their investment portfolios and ensure it is well positioned for the year ahead. Ryan

  • Is your art in the right place?

    By Arthur Byng Nelson, Solicitor and Legal Director at law firm Harold Benjamin. Introduction: Clients with Art For some wealthy individuals a great deal of

  • SJP celebrates its 1000th Chartered Financial Planner

    St. James’s Place (SJP) celebrates surpassing its 1000th adviser to achieve Chartered status. Former law graduate, Molly O’Donnell, came into SJP via the Academy and,

  • Invesco: Outlook for ESG in 2022

    By Cathrine de Coninck-Lopez, Global Head of ESG at Invesco. I have every reason for optimism in 2022. There is clear progress in the environmental,

  • Silent Cyber: a threat for financial advisers?

    By Chris Davies, Executive Director & Co-Lead of IFA Business Unit at Howden The way many of us work has seen a fundamental shift since

  • 7IM partners with Door to strengthen regulatory and stewardship strategies

    7IM today announces that it has partnered with Door, a company dedicated to improving due diligence processes, in a move that will assist the firm

  • Selling the family-owned business: Key considerations for families looking to sell and protect the family legacy

    By Richard Lane, partner in the Corporate and Family Business team at leading law firm Farrer & Co. For a family business owner, the smooth

  • AJ Bell Active v Passive Report 2021

    Only a third of active equity funds (34%) beat a passive alternative this year, according to our latest Manager versus Machine report Active outperformance was

  • The Fall and Rise of Structured Products

    In this episode Ian Lowes, the founder of Structured Products Review, speaks about why the pre-packaged investment strategy is so misunderstood, and how so many

  • Square Mile Academy of funds report ratings round up for November

    Five new ratings, including three Responsible ratings One rating upgraded One fund reintroduced to the Academy of Funds Analysts at Square Mile Investment Consulting and

Keep updated on the most important financial events 

Make sure you are an informed

wealth professional..

Adblock Blocker

We have detected that you are using

adblocking plugin in your browser. 

IFA Magazine