RSMR adds Blue Whale Growth, Goldman Sachs and Capital Group funds to ratings list

Join 356 rated funds

clock • 2 min read

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...

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