Super six: The latest portfolios to join FundCalibre's Elite Rating list

clock • 3 min read

Ratings agency FundCalibre has added six funds to its Elite Rating list after its inaugural investment committee meeting earlier this month.

The portfolios – two absolute return funds, two multi-asset funds, and two emerging market equity funds – have been added after passing the quantitative and qualitative screen processes provided by the firms behind the FundCalibre joint venture: Chelsea Financial Services and Albemarle Street Partners. First, the portfolios are assessed by Albemarle’s AlphaQuest screening tool, which seeks to identify funds with a greater than 60% chance of producing outperformance as a result of manager skill. Then, the ratings agency’s investment committee conducts face-to-face manager meetings and pee...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Stories of the week: Hedge funds go short against Saba holdings; Schroders adopts all four SDR labels

Stories of the week: Hedge funds go short against Saba holdings; Schroders adopts all four SDR labels

Hedge funds, Saba, and Hargreaves Lansdown: The biggest stories from the world of investment and asset management this week

clock 31 January 2025 • 1 min read
WBS' Steve Croucher: Barriers to entry for fractional shares are higher than you think

WBS' Steve Croucher: Barriers to entry for fractional shares are higher than you think

Risks can 'grow at pace'

Steve Croucher
clock 30 January 2025 • 4 min read
Partner Insight:  India is no longer an emerging market – it has emerged

Partner Insight: India is no longer an emerging market – it has emerged

India's diverse and rapidly growing economy, bolstered by a strong domestic market and strategic geopolitical position, is reshaping the global economic landscape, says Vikas Pershad, India Portfolio Manager, Asia Pacific Equities Team, M&G Investments.

M&G Investments
clock 30 January 2025 • 3 min read
Trustpilot