FE fundinfo adds seven five-crown ratings in January

MAN Group with highest percentage of five-crown funds

FE Alpha
1 minute

FE fundinfo has added seven funds to its five-crown rating in the January rebalance, with Specialist funds as the leading sector.

Over a quarter of specialist funds earned a five-crown rating, while the US struggled with just 2.6% achieving the position. This difficulty for active managers was likely due to the dominance of the magnificent seven in this market.

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FE fundinfo recognised the success of managers with a valuation focus in the current environment. Artemis earned seven five-crown ratings in the rebalance, up from five in June, while Invesco earned 14, up from 10 in June.

By percentage of funds, Man Group topped the table with 41.7% of funds earning a five-crown rating, following by Aegon at 38.5% and Artemis at 31.8%.

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Charles Younes, deputy chief investment officer at FE fundinfo, said: “Inflation remained persistently above target in the second half of 2024, compelling central banks to maintain restrictive policies, while portfolios with high-interest rate sensitivity faced another difficult six months. 

“Against this backdrop, funds such as Man Group’s Sterling Corporate Bond Fund and Royal London Global Equity Select Fund delivered exceptional performances. Both achieved 5-star Crown ratings for their ability to deliver consistent returns for investors and maintain foresight in volatile economic environments.”