Funds gaining or losing an Elite Rating

On this page, we keep a record of any Elite Funds that have gained or lost Elite Ratings over the years.

We’ll also always notify investors via our Elite Funds news if a fund gains or loses an Elite Rating.

Funds gaining an Elite Rating

  • 20 March 2019 – GAM UK Equity Income, LF Tellworth UK Smaller Companies, Polar Capital Healthcare Investment Trust, Rathbone Global Sustainability, Smith & Williamson Artificial Intelligence, Trojan Global Income, Artemis US Extended Alpha, Baillie Gifford Japanese Smaller Companies, Invesco Global Equity Income, JOHCM Global Opportunities, Lazard Global Equity Franchise, Merian Global Equity Income, Threadneedle Global Select, TwentyFour Absolute Return Credit, Waverton European Capital Growth. Find out why.
  • 10 December 2018 – Fidelity Asia Pacific Opportunities, Guinness Asian Equity Income, Invesco Asian, Standard Life Investments Global Smaller Companies, TIME:Commercial Freehold, VT Gravis UK Infrastructure Income, FP CRUX UK Special Situations. Find out why.
  • 17 September 2018 – RWC Continental European Equity, Evenlode Global Income, Investec Global Special Situations, Schroder Global Recovery, Liontrust UK Micro Cap, Livingbridge UK Multi-Cap Income, Old Mutual Gold & Silver and Baillie Gifford Japanese Income Growth. Find out why.
  • 21 August 2018 – AXA Framlington Japan, BlackRock Corporate Bond, Chelverton UK Equity Growth, FP Crux European Special Situations, LF Miton US Opportunities, LF Seneca Diversified Income,  Montanaro UK Income, Schroder European Alpha Income, TM home investor and TwentyFour Corporate Bond. Find out why.
  • 14 Nov 2017 – BlackRock UK Absolute Alpha, Liontrust Monthly Income Bond, M&G Emerging Markets Bond, Man GLG UK Income, Marlborough European Multi-Cap, Marlborough UK Multi-Cap Growth, R&M UK Dynamic Equity, Sanlam Strategic Bond, T. Rowe Price Global Focused Growth Equity
  • 10 Sept 2017 – Fidelity China Special Situations, L&G UK Special Situations
  • 3 July 2017 – T. Rowe Price Japanese Equity.
  • 3 May 2017 – Artemis Monthly Distribution, Jupiter Absolute Return, Lazard US Equity Concentrated and Schroder High Yield Opportunities.
  • 17 February 2017 – Brooks MacDonald Defensive Capital, Jupiter Asian Income and Threadneedle UK Extended Alpha.
  • 27 January 2017 – Baillie Gifford Japan Trust, Baillie Gifford Shin Nippon, City of London Investment Trust, F&C Global Smaller Companies, Fidelity Special Values, Jupiter European Opportunities Trust, Lowland Investment Company, Murray International Trust, Schroder Oriental Income Fund, Scottish Mortgage Investment Trust, TR Property Investment Trust.
  • 8 December 2016 – Guinness Global Equity Income.
  • 5 October 2016 – Ashburton India Equity Opportunities and Hermes US SMID Equity.
  • 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.
  • 18 May 2016 – Sanlam FOUR Stable Global Equity.
  • 8 March 2016 – JOHCM Asia Ex Japan.
  • 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.
  • 3 December 2015 – Kames Ethical Cautious Managed.
  • 5 November 2015 – Goldman Sachs India Equity Portfolio and Matthews Asia Pacific Tiger.
  • 13 October 2015 – Stewart Investors Asia Pacific Sustainability, Edentree Amity UK and Standard Life Investments UK Ethical.
  • 14 September 2015 – Investec UK Alpha and Rathbone Ethical Bond.
  • 17 June 2015 – M&G Episode Income and SVS Church House Tenax Absolute Return Strategies.
  • 14 May 2015 – Brown Advisory US Flexible Equity.
  • 16 February 2015 – Nine funds awarded an Elite Rating.
  • 19 November 2014 – Six funds awarded an Elite Rating.

Funds losing an Elite Rating

  • 20 March 2019 – Aberdeen Emerging Markets Bond, Artemis UK Special Situations, Artemis Strategic Assets, JOHCM Asia ex Japan, Neptune UK Mid Cap, Mirabaud Equities Europe Ex-UK Small and Mid, Schroder MM Diversity and Schroder MM Diversity Tactical. Find out why.
  • 1 January 2019 – Fidelity Strategic Bond. Find out why.
  • 10 December 2018 – Kames Investment Grade Bond. Find out why.
  • 10 October 2018 – M&G Global Emerging Markets. Find out why.
  • 17 September 2018 – Schroder High Yield Opportunities. Find out why.
  • 1 August 2018 – BlackRock Gold & General, Fidelity Enhanced Income, Fidelity MoneyBuilder Balanced, Jupiter European Special Situations, Jupiter UK Growth, Sanlam FOUR Stable Global Equity, Woodford Equity Income. Find out why.
  • 31 May 2018 – F&C UK Mid Cap. Find out why.
  • 9 April 2018 – Standard Life Investments Global Equity Income. Find out why
  • 19 February 2018 – Janus Henderson Cautious Managed. Find out why
  • 7 February 2018 – R&M UK Equity Smaller Companies and R&M UK Dynamic Equity. Find out why
  • 9 January 2018 – L&G UK Alpha and L&G UK Special Situations. Find out why
  • 5 September 2017 – Standard Life Investments Emerging Market Debt. Find out why
  • 1 August 2017 – Invesco Perpetual High Yield Bond, JPM Multi Asset Income, Legg Mason US Aggressive Growth, Liontrust Macro Equity Income, Liontrust Macro UK Growth, Neptune Japan Opportunities. Find out why
  • 21 June 2017 – BlackRock Continental European and BlackRock European Absolute Alpha. Find out why
  • 15 March 2017 – JOHCM UK Opportunities. Find out why
  • 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. Find out why
  • 28 April 2016 – Henderson MM Income & Growth.
  • 9 November 2015- Stewart Investors Global Emerging Market Leaders, Stewart Investors Asia Pacific Leaders and Stewart Investors Latin America.
  • 1 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.
  • 23 June 2015 – Standard Life Investments UK Equity Unconstrained.
  • 21 May 2015 – Newton Asian Income.
  • 15 October 2014 – Henderson European Growth.
  • 8 September 2014 – Schroder UK Opportunities.
  • 3 September 2014 – Threadneedle UK.
  • 14 July 2014 – Schroder Global Property Securities.
  • 16th June 2014 – Miton Special Situations Portfolio.
  • 22nd April 2014 – L&G Dynamic Bond.