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Here you can find a summary on when funds have gained or lost an Elite Rating in the past.

Funds gaining an Elite Rating

8 December 2016 - Guinness Global Equity Income. Click here to read more.

5 October 2016 - Ashburton India Equity Opportunities and Hermes US SMID Equity. Click here to read more.

1 August 2016 - Aviva Investors High Yield Bond, Fidelity Global Dividend, Mirabaud Equities Europe Ex UK Small & Mid, Standard Life Investments Global Equity Income, Unicorn UK Smaller Companies and Wood Street Microcap. Click here to read more.

18 May 2016 - Sanlam FOUR Stable Global Equity. Click here to read more.

8 March 2016 - JOHCM Asia Ex Japan. Click here to read more.

4 February 2016 - Stewart Investors Asia Pacific Leaders. regained the Elite Rating after we met with new manager David Gait.

2 February 2016 - Jupiter Distribution, GAM Star Continental European Equity and GAM Star Credit Opportunities. Click here to read more.

3 December 2015 - Kames Ethical Cautious Managed. Click here to read more.

5th November 2015 - Goldman Sachs India Equity Portfolio and Matthews Asia Pacific Tiger. Click here to read more.

13th October 2015 - Stewart Investors Asia Pacific Sustainability, Edentree Amity UK and Standard Life Investments UK Ethical. Click here to read more.

14th September 2015 - Investec UK Alpha and Rathbone Ethical Bond. Click here to read more.

17th June 2015 - M&G Episode Income and SVS Church House Tenax Absolute Return Strategies. Click here to read more.

14th May 2015 - Brown Advisory US Flexible Equity. Click here to read more.

16th February 2015 - Nine funds awarded an Elite Rating. Click here to read more.

19th November 2014 - Six funds awarded an Elite Rating. Click here to read more.



Funds losing an Elite Rating

1 August 2016 - Aberdeen Asia Pacific Equity, Aberdeen Global Asian Smaller Companies, JOHCM Japan, Legg Mason Clearbridge Global Equity Income, M&G UK Inflation Linked Corporate Bond. Click here to read more.

28 April 2016 - Henderson MM Income & Growth. Click here to read more.

9th November 2015- Stewart Investors Global Emerging Market Leaders, Stewart Investors Asia Pacific Leaders and Stewart Investors Latin America. Click here to read more.

1st August 2015 - Newton Real Return. During our July investment committee review meeting, we were disappointed to note that the Newton Real Return fund no longer passed our AlphaQuest screen. As a result, we have removed the Elite Rating from this fund.

23rd June 2015 - Standard Life Investments UK Equity Unconstrained. Click here to read more.

21st May 2015 - Newton Asian Income. Click here to read more.

15th October 2014 - Henderson European Growth. Click here to read more.

8th September 2014 - Schroder UK Opportunities. Click here to read more.

3rd September 2014 - Threadneedle UK. Click here to read more.

14th July 2014 - Schroder Global Property Securities. Click here to read more.

16th June 2014 - Miton Special Situations Portfolio. Click here to read more.

22nd April 2014 - L&G Dynamic Bond. Click here to read more.


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