FundCalibre's 'Elite Rating' is awarded to no more than 10% of funds in a sector and focuses on future performance, as well as requiring a strong track record to demonstrate that the portfolio remains consistent with its investment philosophy. Meanwhile, Nutshell Growth and IFSL Wise Multi-Asset Income both received the 'Elite Radar' badge because the funds do not yet meet the minimum three-year track record to pass FundCalibre's AlphaQuest quantitative screening process. Two Baillie Gifford funds lose FundCalibre 'Elite Rating' Juliet Schooling Latter, research director of FundC...
To continue reading this article...
Join now
Login
Read more on investmentweek.co.uk