Research_strapline

Are you an:

Don't let the labels put you off!
If you're not an investor, but you want to learn, you can select investor

×

Register for FundCalibre!

We just need to know
if you are an:

Don't let the labels put you off!
If you're not an investor, but you want to learn, you can select investor

×

6th January 2015

The Elite Rating

Top 10 best performing Elite Rated funds in the last quarter of 2014 (1st October to 31st December)

(1) Polar Capital Healthcare Opportunities – 12.53%
(2) Fundsmith Equity – 12.50%
(3) Schroder US Mid Cap – 11.84%
(4) JPM US Equity Income – 11.33%
(5) Polar Capital Global Insurance – 11.18%
(6) AXA Framlington Global Technology – 10.24%
(7) Rathbone Global Opportunities – 9.18%
(8) AXA Framlington American Growth – 9.16%
(9) Jupiter UK Growth – 8.53%
(10) Baillie Gifford Global Discovery – 7.78%

These are the ten Elite Rated funds that would have given you the greatest returns had you invested on the 1st October and withdrawn your investment on the 1st January. Each one outperforms the MSCI World's return of 6.15% over the same period, after charges.

Polar Capital Healthcare Opportunities may not have been one of the most viewed funds, but you would have been wise to have taken a look. The portfolio returned more than any other Elite Rated fund during the last quarter.

The Global and North American sectors were both very well represented, boasting 3 funds each. The success of the American funds came following strong economic performance in the region, assisted by the skill of the managers. Schroder US Mid Cap was the best of the bunch.

The only UK fund to make the cut was Jupiter UK Growth, run by long-term manager Steve Davies, which returned a very healthy 8.53% from October to December.

Please note that many of our Elite Rated funds use different benchmarks against which they measure their performance. The list above features the ten funds that generated the gross highest returns, not necessarily those which outperformed their sectors by the greatest amount.

Top 10 most viewed Elite Rated funds in the last quarter of 2014 (1st October to 31st December)

(1) Henderson UK Property
(2) Fundsmith Equity
(3) Fidelity Enhanced Income
(4) Newton Asian Income
(5) Artemis Income
(6) AXA Framlington UK Select Opportunities
(7) First State Asia Pacific Leaders
(8) Old Mutual Global Equity Absolute Return
(9) Invesco Perpetual Monthly Income Plus
(10) Threadneedle UK Equity Income

Fundsmith Equity comes in at number two again, this time just below Henderson UK Property. Its strong position is no surprise. Terry has been doing an excellent job at the helm and is a genuine star within the industry. The fund is also one of the six to have gained an Elite Rating during the last quarter.

Another newly Elite Rated fund to make our list was Old Mutual Global Equity Absolute Return Hedged, a low-risk portfolio run by the team of Ian Heslop, Amadeo Alentorn and Mike Servent.

UK funds in general were a lot better represented in terms of page views than they were when it came to pure performance. In fact, Henderson UK Property tops the bill. Marcus Langlands-Pearse and Ainslie McLennan run this large and well-known bricks and mortar fund, which boasts one of the highest occupancy rates in the property sector.


Sign up to receive our free weekly newsletter.