The Rayner Spencer Mills’ Research team has added the Blue Whale Growth fund, Capital Group New Perspective fund and Goldman Sachs Japan Equity Partners Portfolio to its list of rated funds.
Its qualitative rating process, which currently includes 356 active funds and 44 responsible funds, covers an initial universe of 4,100 IA funds. The Blue Whale Growth fund, which was seeded by Peter Hargreaves and is headed up by Stephen Yiu, offers investors exposure to around 25-35 stocks that the managers believe will grow significantly over time. RSMR said: "We like the team-based approach that Blue Whale operates and the level of fundamental analysis and discussion that takes place within the team. Focusing on the strongest companies that have a moat and can be critical to user...
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