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...
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