FundCalibre launches ‘Elite Radar’ for new funds, mandates and managers

FundCalibre has extended its rating services by launching the ‘Elite Radar‘ accolade for a range of funds that are on the research team’s watch list.

The Elite Radar is a special badge for funds that may or may not not have the minimum three-year track record to pass FundCalibre’s AlphaQuest quantitative screen, but which are on the team’s watch list and are potential candidates for a full rating in the future.

Occasionally a fund or manager will come to our attention that doesn’t have the required three year track record for an Elite Rating– either because it is a new launch or a new type of mandate or different investment area for a manager – but which we place on our watch-list.

In the same vein, we may be monitoring some funds that have the required track record and pass AlphaQuest, but are not quite ‘Elite’ yet.

We thought it was time to share that list – after all, if we are watching them others may like to do the same.”

Funds awarded the Elite Radar badge:

RWC Continental European Equity: run by a very experienced manager who moved to RWC last year.

Evenlode Global Income: this relatively new fund benefits from having the same investment process as the co-manager’s very successful UK fund. It is a wider mandate and a different co-manager.

Investec Global Special Situations: this fund is the natural evolution of an existing, and successful, UK equity fund investment process.

Schroder Global Recovery: this global fund has been launched to fill a gap in a very successful range. It has the same process and the same team, but a wider remit.

Liontrust UK Micro Cap: the manager’s 20 year-old Economic Advantage process is now being used to identify gems amongst the UK’s smallest companies for this relatively new fund.

Livingbridge Multi-Cap Income: the managers of this fund are looking to replicate their smaller companies process in an income-producing fund.

Old Mutual Gold & Silver: this fund was launched less than three years ago and invests in both physical gold and silver as well as related shares.

Baillie Gifford Japanese Income Growth: benefiting from a very strong Japanese equity team, this newly launched fund is now looking to tap into the new dividend-paying culture developing in Japan.


About FundCalibre

FundCalibre is truly independent and the only fund rating business with a predictive quant model, where the outcome is a probability of a manager being able to generate alpha in the future.

The research team use this a screen to assess the thousands of funds and investment trusts on offer to create a short list of those where further qualitative assessment would be worthwhile: those managers that display consistent stock, fund and/or asset-picking skills over three years or preferably longer.

This stringent process has resulted in a very select few being awarded the Elite Rating.

This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.