Spring 2023: the funds gaining and losing their Elite Ratings
Following its spring investment committee, FundCalibre has awarded five new Elite Ratings and one...
Elite fund news
Value, inflation, energy and UK smaller companies on the rise in 2021
When it comes to investments, the first half of 2021 has been characterised by four significant...
The Elite Rated managers celebrating their 10th anniversary
A lot has happened in markets over the past 10 years. This time a decade ago, we were in the throes...
The first $1 trillion company and which Elite Rated funds hold it
On 2nd August 2018, Apple became the first publicly traded company in history to be worth $1...
Overseas funds dominate 2016 top performers
This year has seen many a surprise—probably far more than any of us would’ve...
US equities come up trumps in November
Historically, the US stock market tends to rally in the immediate aftermath of presidential election...
Good things come in small packages: Elite Rating awarded to two hidden gems
The Ashburton India Equity Opportunities and Hermes US SMID Equity funds have each gained an Elite...
Sanlam FOUR Stable Global Equity awarded an Elite Rating
Sanlam FOUR Stable Global Equity has become the latest fund to be awarded an Elite Rating from...
JOHCM Asia ex Japan fund gains an Elite Rating
JOHCM Asia ex Japan fund has been awarded an Elite Rating. It is the sixth JOHCM fund to gain a...
Jupiter Distribution becomes first Mixed Investment 0%-35% Shares fund to gain an Elite Rating
Jupiter Distribution has become the first ‘Mixed Investment 0%-35% Shares’ fund to be...
Six reasons why 2016 could be another volatile year for investments
2015 wasn’t a great year for investments. Despite the UK stock markets hitting an all-time...