Happy Birthday FundCalibre!

FundCalibre was launched at the end of July 2014, with 112 rated funds from 38 companies. Five years on, as at 1 August 2019, we have 182 funds from 69 groups.

With around 3,000 funds available to UK investors, this may not sound like many, but the methodology and the process used in rating funds is extremely rigorous. At most we aim to rate a maximum 10% of the funds in each sector, thus maintaining the selectivity of the rating. In some sectors, we don’t rate any funds at all.

This number shows that we are picky and stick to our ‘Elite’ ethos – we are only rating the funds we believe to be best in class.

2 million page views and counting

Such has been the success of FundCalibre that in its five year history, it has had more than 477,000 unique visitors, growing from a standing start to more than 16,000 users on average per month. These visitors have viewed 2 million pages between them.

And we haven’t rested on our laurels. We have since launched an annual Fund Management Index, which is an extension of our fund research and a report highlighting the best fund management houses for active equity investing.

We are also one of the few ratings agencies to also evaluate Investment Trusts.

In addition, our social media has grown exponentially, with our Youtube channel attracting 1,250 subscribers ….. with and average of 3,850 views per video and over 7,000 minutes watched every month.

We’ve recently launched a podcast, ‘Investing on the Go‘. 15 episodes have been published with 2,300 plays.

Our audience – you – are truly engaged.

And while we haven’t made an active move into the financial adviser space yet, a recent survey by Schroders showed that 40% of financial advisers are now using FundCalibre as part of their fund selection process.

FundCalibre’s impact on your wealth

At launch, we said that we don’t claim to know which fund will be the best over the next 10 years. But we were confident that our Elite Ratings would identify funds that would have a good probability of doing better than their market over the long term.

We have delivered on that promise: our Elite Rated funds have outperformed in 20 out of the 27 sectors we cover. If you put them all into an equally weighted portfolio (balanced monthly and accounting for when funds gained or lost their rating) it would have returned 45%* over the past five years, compared with 35%* for the IA Mixed Investment 40-85% shares and IA Flexible sector averages.

Truly independent

We said at the launch that investors could use FundCalibre, secure in the knowledge that there would be no question marks over why a fund had been chosen. Role on five years and that sentiment has never been more important than it is today.

We can validate our genuine independence in two ways: firstly, all funds have to pass our AlphaQuest Screen before we will even consider meeting the manager. Secondly, we rate a fund and then ask a company if they want to license it. The rating comes first, not the payment.

And if a company chooses not to licence the fund it is still rated: 19% of Elite Rated funds are not licensed. Thankfully, most companies see the benefit of our rating services, so we can afford to keep reinvesting in this business.

Thank you for your support.


*Source: FE Analytics, total returns in sterling, 1 August 2014 to 30 June 2019

The views of the author and any people interviewed are their own and do not constitute financial advice. 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. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.