Funds from Schroders, Jupiter, and Henderson Global Investors are dominating Chelsea Financial Services' new ratings service, FundCalibre.
The service, a joint venture between Chelsea and Albemarle Street Partners, combines Albemarle’s fund screening tool AlphaQuest with Chelsea’s qualitative analysis to create a list of rated funds from some of the industry’s most experienced fund selectors. The list includes funds which are believed to have at least a 60% probability of producing alpha over the next 12 months. Funds which make the list are issued with a single ‘Elite Fund’ rating and, in its inaugural list, mandates from some of the country’s largest asset managers have made the grade. With nine funds on the list, S...
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