Elite Rated Funds Archive

Equity funds

UK equities

These funds invest in UK companies. They may invest a little elsewhere in the world too, but most of the money stays in the local economy. Funds ma...

European equities

There are around 50 countries in Europe and 27 EU member states, so this sector remit can be quite wide. Funds may invest in companies of all sizes...

US equities

What are US Equity funds?US Equity funds invest in a diversified portfolio of shares issued by US-based companies. This sector...

Global equities

These funds can invest in companies anywhere in the world. This is a wide remit and can vary from fund to fund. Some funds will stick to companies ...

Asian equities

These funds invest in Asia-based companies of all sizes. Investments can vary widely from fund to fund, given the range of countries within the con...

Emerging market equities

What are emerging market equity funds?Emerging market equity funds invest in the shares of companies in developing economies. ...

Specialist equities

As the name suggests, these funds specialise in certain areas. This may include particular regions like India or Latin America, or specific themes ...

Fixed interest funds

Global bonds

As the name suggests, funds in this sector can invest in any type of bond: corporate or government, anywhere in the world. This may involve a signi...

Government bonds

What are government bond funds?Government Bond funds focus on investments in fixed-income securities issued by governments rat...

Corporate bonds

Corporate bonds are those issued by companies and tend to come in two categories: investment grade and high yield. Investment grade bonds are deeme...

Strategic bonds

Strategic bond funds are a flexible type of bond fund. They can invest in any type of bond – government, investment grade, high yield and emerging ...

High yield bonds

High yield bonds can be issued by either governments (from emerging markets) or companies and are deemed higher risk. For example, there may be mor...

Emerging market bonds

Emerging market bonds are those issued by governments and companies based in emerging economies. Funds in this asset class are split into three cat...

Absolute return funds

Targeted absolute return

These funds aim to deliver positive returns in all market conditions, with low volatility, although returns are not guaranteed. Managers can invest...

Multi-asset funds

0% - 35% Shares

These funds are usually considered the lowest risk within the multi-asset sector because they can invest only a maximum of 35% in equities. The res...

20% - 60% Shares

These funds can invest a maximum of 60% in equities and must have at least 20%. The rest may be held in bonds, property, absolute return strategies...

40% - 85% Shares

These funds are usually considered the highest risk within the multi-asset sector because they can invest up to 85% in equities - although they may...

Flexible

As the name suggests, funds in the flexible sector may invest in several different types of asset classes, but without the formal equity limits tha...

Volatility Managed

These funds may invest in several different types of asset classes, including bonds, equities, property, commodities and more. Their goal is to man...

Property funds

Physical Property

These funds can invest in residential property, like student accommodation or buy-to-let, as well as commercial property, like shopping centres, sp...

Property Shares - Property Funds

Unlike some funds that own physical property directly, funds in this sector own shares in companies related to property. These might include real e...

Responsible investing

Global equities - Responsible investing

These funds can invest in companies anywhere in the world. This is a wide remit and can vary from fund to fund. Some funds will stick to companies ...

40-85% Shares

These funds are usually considered the highest risk within the multi-asset sector because they can invest up to 85% in equities – although they may...

Corporate bonds - Responsible investing

Corporate bonds are those issued by companies and tend to come in two categories: investment grade and high yield. Investment grade bonds are deeme...

UK equities - Responsible investing

These funds invest in UK companies with strong environmental, social and corporate governance. Funds may invest in companies of all sizes.

Asian equities responsible investing

These funds invest in Asia-based companies of all sizes. Investments can vary widely from fund to fund, given the range of countries within the con...

Asia Pacific Excluding Japan - Responsible investing

Investment trusts

Specialist equities - Investment trusts

As the name suggests, these trusts specialise in certain areas. This may include particular regions like India or Latin America, or specific themes...

Emerging market equities - Investment trusts

Emerging markets may experience faster economic growth than developed; however, these investments also come with much greater risk due to things li...

China/Greater China - Investment trusts

These trusts specialise in China investing, although this often means Hong Kong and even Taiwan, as well as the mainland.

Asian equities - Investment trusts

These trusts invest in Asia-based companies of all sizes. Investments can vary widely from trust to trust, given the range of countries within the ...

European equities - Investment trusts

There are around 50 countries in Europe and 27 EU member states, so this sector remit can be quite wide. Trusts may invest in companies of all size...

Europe Including UK - Investment Trusts

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Equity funds

UK equities

European equities

US equities

Global equities

Asian equities

Emerging market equities

Specialist equities

Fixed interest funds

Global bonds

Government bonds

Corporate bonds

Strategic bonds

High yield bonds

Emerging market bonds

Absolute return funds

Targeted absolute return

Multi-asset funds

0% - 35% Shares

20% - 60% Shares

40% - 85% Shares

Flexible

Volatility Managed

Property funds

Physical Property

Property Shares - Property Funds

Responsible investing

Global equities - Responsible investing

40-85% Shares

Corporate bonds - Responsible investing

UK equities - Responsible investing

Asian equities responsible investing

Investment trusts

Specialist equities - Investment trusts

Emerging market equities - Investment trusts

China/Greater China - Investment trusts

Asian equities - Investment trusts

European equities - Investment trusts

Global Equities - Investment Trusts - Elite Radar

Property Shares

UK equities - Investment trusts