Autumn 2021: the funds gaining and losing their Elite Ratings
Following FundCalibre’s autumn investment committee, three funds have gained an Elite Rating from...
Elite Rated funds pick up gongs at Professional Adviser Awards 2018
Three Elite Rated funds picked up accolades at the 13th annual Professional Adviser awards last week.
In total, the services and products of some 200 advisers and other businesses were under consideration for the awards, which seek to reward excellence within the financial advice community and among the broader financial services sector.
Chaired by Julian Marr, editor of Professional Adviser, our own Tony Yousefian was on the six-strong judging panel for the multi-asset fund management awards, supporting Elite Rated entries.
The winners
Jupiter Distribution was named Best Multi-Asset Fund: High Income, while Artemis Monthly Distribution was highly commended in the same category.
Premier Defensive Growth won Best Multi-Asset Fund: Positive Return and Premier Asset Management was named Multi-Asset Group of the Year.
FundCalibre also narrowly missed out on the award for Best Ratings/Research Service for Advisers.
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.
