FE fundinfo's five-crown rating awarded to 14 new funds

Boutiques well represented

clock • 3 min read

Fourteen new funds have been awarded FE fundinfo's highest possible crown rating the first time they have become eligible, having surpassed their three-year track record.

The ratings, which are awarded as a result of quant-based analysis, were given largely to funds managed by boutique asset management firms and smaller groups, including the likes of Brown Advisory, Gresham House Asset Management, AMP Capital and Axiom Investors. Funds that achieved a five-crown rating for the first time included the Luxembourg-domiciled Capital Group US Corporate Bond fund, CFP SDL Free Spirit, TwentyFour Asset Backed Opportunities and Brown Advisory US Sustainable Growth. In total, 360 funds in the Investment Association (IA) universe achieved five crowns, with 19 m...

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

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
Royal London cuts number of governed range portfolios

Royal London cuts number of governed range portfolios

Renaming remaining portfolios to reflect level of investment risk

Jenna Brown
clock 18 November 2024 • 1 min read
AJ Bell cuts fees across multi-asset income range

AJ Bell cuts fees across multi-asset income range

£1.5bn of inflows this year

Beth Brearley
clock 14 November 2024 • 1 min read