Which funds have spent over 5 years at the top?

clock

Standard & Poor's Linda-Jane Coffin looks at which funds have consistently achieved a AAA rating for five consecutive years or longer.

As Standard & Poor’s (S&P) Fund Services celebrates its 20th anniversary, we have launched a new long-term fund designation for fund management ratings, in recognition of those funds that have consistently achieved an S&P fund management rating over the past five consecutive years. More than 250 funds have done this, and some of these, such as First State’s Asia Pacific fund (formerly the Stewart Ivory Asia Pacific fund), Jupiter Financial Opportunities fund and Fidelity US High Yield fund, have been assigned an S&P AAA rating for five consecutive years and significantly longer. Despi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

UK funds hit by £31.5bn in outflows so far in 2024

UK funds hit by £31.5bn in outflows so far in 2024

Passive UK-domiciled index funds gathered more than £14bn year-to-date

Giovanni Cafaro
clock 26 November 2024 • 3 min read
Lessons from the titans of Spanish football: Taking a long-term view on Europe

Lessons from the titans of Spanish football: Taking a long-term view on Europe

Lessons for investors from Real Madrid and Barcelona

David Walton
clock 25 November 2024 • 4 min read
Advisers have opportunity to deepen private market engagement

Advisers have opportunity to deepen private market engagement

Most client allocations to private markets are either 5%-10% or 1%-5%

Isabel Baxter
clock 18 November 2024 • 2 min read