Schroders, Jupiter, and Henderson dominate Chelsea's buy list

Anna Fedorova
clock • 2 min read

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

Join now

 

Already an Investment Week
member?

Login

More on Investment

Partner Insight: Capitalising on the growing alternative lending market

Partner Insight: Capitalising on the growing alternative lending market

Private Credit, a nascent and rising asset class for wealth portfolios but one that is close to ubiquitous amongst institutional investors, can offer stable, high yielding returns and reduced volatility compared to traditional fixed income, says Michael Massarano, Partner and Deputy CIO at Arcmont Asset Management, an investment-affiliate of Nuveen.

Michael Massarano, Partner and Deputy CIO at Arcmont Asset Management, an investment-affiliate of Nuveen
clock 01 April 2025 • 6 min read
Stories of the week: FCA, Cash ISAs, and AIM

Stories of the week: FCA, Cash ISAs, and AIM

FCA to cut down on regulation; Cash ISA 'hoarding'; AIM could thrive alongside PISCES

Sarka Halas
clock 28 March 2025 • 1 min read
Funds to Watch panel: Fund selection leaders on manager turnover, boutiques and SDR

Funds to Watch panel: Fund selection leaders on manager turnover, boutiques and SDR

Key issues for selection teams

Katrina Lloyd
clock 27 March 2025 • 10 min read
Trustpilot