Portfolio Adviser Fund Awards recommend 9 Elite Funds to new investors

The annual Portfolio Adviser Fund Awards represent the views of respected, experienced industry experts and wealth managers. Winners are picked based on expected future potential, and this year the question posed was:

‘For a brand new client with cash to invest, looking ahead with an investment horizon of at least three years, what are your top three fund recommendations in each category?’

As per the previous year, FundCalibre’s Elite Funds had yet another strong showing, with nine of the nineteen award-winning funds Elite Rated.


Hermes Asia ex Japan – Asia Pacific ex-Japan Equity Award
Fundsmith Equity – Global Equity
Artemis Global Income – International Equity Income
Man GLG Japan CoreAlpha – Japan Equity
Threadneedle UK Equity Income (joint winner) – UK Equity Income
Schroder US Mid Cap (Joint winners) – US Equity
Kames Investment Grade Bond – Corporate Bond
Fidelity Strategic Bond – Strategic Bond
Henderson UK Absolute Return – Absolute Return

A further eleven Elite Rated funds were represented within Portfolio Adviser’s Gold category, which honours the runners-up within each sector.

Highly commended

Stewart Investors Asia Pacific Leaders – Asia Pacific ex-Japan Equity
Jupiter European – Europe ex-UK Equity
Rathbone Global Opportunities – Global Equity
Newton Global Income – International Equity Income
Baillie Gifford Japanese – Japan Equity
Investec UK Alpha (joint winner), Liontrust Special Situations (joint winner) – UK Equity
Polar Capital Global Insurance – Specialist Equity
Henderson UK Property (joint winner) – Property
Royal London Corporate Bond – Corporate Bond
Jupiter Strategic Bond – Strategic Bond

It has been a strong start to the year for FundCalibre. Last week, we announced our receipt of CFI.co’s Best Investment Fund Research UK Award 2016 only two years after our launch. And we will soon be adding investment trusts to our service, so watch this space! Make sure you’re signed up to our newsletter to keep up-to-date on our exciting new offerings.

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.