All Elite Funds & Trusts
We want the Elite Rating and Elite Radar to be a badge you can trust. We make our Ratings based on our proprietary quantitative screening tool, AlphaQuest, our partners on FundCalibre don’t influence our research. We typically award our Elite Rating to no more than 10% of funds in any sector. Unlike some agencies, we don’t run a tiered system.Our philosophy is pure: a fund is either good enough or it’s not.
Aegon Diversified Monthly Income
Multi-Asset
Baillie Gifford Cautious Managed
Multi-Asset
BNY Mellon Multi-Asset Balanced
Multi-Asset
BNY Mellon Multi-Asset Income
Multi-Asset
Credo Dynamic
Multi-Asset
IFSL Wise Multi-Asset Growth
Multi-Asset
IFSL Wise Multi-Asset Income
Multi-Asset
Jupiter Merlin Balanced Portfolio
Multi-Asset
Jupiter Merlin Growth Portfolio
Multi-Asset
Jupiter Merlin Income Portfolio
Multi-Asset
Liontrust Sustainable Future Managed
Multi-Asset
M&G Income and Growth
Multi-Asset
Ninety One Diversified Income
Multi-Asset
Orbis Global Balanced
Multi-Asset
Orbis Global Cautious
Multi-Asset
Premier Miton Diversified Growth
Multi-Asset
Rathbone Multi-Asset Strategic Growth Portfolio
Multi-Asset
Schroder Global Multi-Asset Cautious Portfolio
Multi-Asset
TrinityBridge Managed Income
Multi-Asset
VT Momentum Diversified Income
Multi-Asset
Waverton Multi-Asset Income
Multi-Asset
WS Keyridge Diversified Monthly Income
Multi-Asset