FundCalibre has awarded the Regnan Sustainable Water and Waste fund an Elite rating, while placing the IFSL Wise Multi-Asset Income fund and Nutshell Growth on the Elite Radar.
The Regnan Sustainable Water and Waste fund was launched in 2021 and has returned 21% over the past three years, nearly double the sector average 11.4%, according to FE fundinfo. Year to date, the fund has returned 15.3% compared to the sector average 13.2%. The strategy looks globally for mid-size companies in the water and waste value chains.
Juliet Schooling Latter, research director of FundCalibre, said: “This ESG-integrated strategy is distinctive, tapping into under-researched themes and offering investors a unique product with minimal overlap with traditional global equity portfolios.
“Managed by a highly experienced team known for pioneering this sector combination, the fund has demonstrated impressive performance, returning 26.4% since inception compared with 16.65% for the IA Global sector*. The fund stands out for its focused approach and expert-driven investment in sustainable growth areas.”
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Nutshell Growth pushed its way onto the FundCalibre Radar with a strong 2024 performance, returning 21.8% compared to a sector average 13.2%. The fund has been managed by founder of Nutshell Mark Ellis since 2020, and returned 64.5% in the past five years.
“Unlike typical quality growth funds, it has a higher turnover of holdings, as the manager rebalances the fund every two weeks, demonstrating its innovative nature. This blend of adaptability and methodical strategy makes the fund particularly compelling. Its nimbleness and ability to swiftly reposition have impressed us, positioning it firmly on our radar,” Latter said.
FundCalibre also recognised IFSL Wise Multi-Asset Income on its Elite Radar, which invests across equities, fixed income, infrastructure, property and private equity. The fund currently has a yield of 4.4%. In the past five years, it has also beat the sector average return, reaching 31.8% compared to an average 26.8%.
Chris Salih, head of multi-asset and investment trust research at FundCalibre, said: “We like the team’s straightforward process and focus on managers with simple, yet disciplined investment philosophies. This is an interesting alternative for those looking for an attractive income. The portfolio is high conviction, often utilising investment trusts and alternative asset classes to give investors a more diversified income stream.”
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