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Wellington Credit Total Return

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Summer 2025: the funds gaining and losing their Elite Ratings

19 August 2025 Best performing funds

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FundCalibre is an appointed representative of Chelsea Financial Services. The principal firm, Chelsea Financial Services, is authorised and regulated by the Financial Conduct Authority. Elite Fund ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only. FundCalibre’s ESG labels are based on our qualitative assessment of a fund’s approach to responsible investing and are not intended to replace or conflict with the FCA’s Sustainable Disclosure Requirements. The award of an Elite Fund rating does not mean the fund is a suitable investment for you, and does not constitute a recommendation to buy. If a fund that you already hold does not, in the opinion of FundCalibre, merit an Elite Fund rating, this does not constitute a recommendation to sell. However the knowledge that professional analysts have analysed a fund in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions.

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