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
Jupiter Merlin Income Portfolio
Multi-Asset
M&G Income and Growth
Multi-Asset
Orbis Global Cautious
Multi-Asset
Premier Miton Multi-Asset Monthly Income
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