FundCalibre awards 12 ratings
Artemis, Baillie Gifford and M&G strategies were among those named in FundCalibre’s latest ratings roundup
Baillie Gifford
-
-
Spot the Dog: Number of underperforming equity funds falls to 137
Strategies underexposed to tech and energy feature prominently in the bi-annual report
-
Scottish Mortgage buybacks: ‘We’d rather be spending that money on new investments’
The trust is spending £40m a week on buybacks, following £311 payout to halve ‘uncomfortable’ stake held by Elliott
-
Monks: Analysts weigh in after trust lags benchmark for third successive year
Monks share price return for the year to 30 April matches FTSE World Index at 19.1%
-
AIC: Seraphim Space tops investment trust performance in H1
While Technology & Technology Innovation was the best performing sector in the first six months of the year
-
Baillie Gifford, Allianz and GAM funds lose ratings in Square Mile rebalance
One new fund and one investment company also enter the Academy
-
Evelyn Partners MPS team exits JPM fund and sells down Federated Hermes EM mandate
JP Morgan US Equity Income and Hermes Global Emerging Markets funds switched for BNY Mellon and Baillie Gifford offerings
-
Square Mile: Baillie Gifford and Fidelity fund ‘A’ ratings removed
While CT Global Social Bond has been inducted into the Academy of Funds for the first time
-
RSMR cuts ratings for six funds in March review
The Abrdn Asia Pacific Equity and Baillie Gifford Global Discovery funds had ratings stripped over performance concerns
-
FE Fundinfo: March top 10 dominated by gold funds
Commodities and natural resources on top for sector average
-
Fundsmith Equity and Lindsell Train portfolio dropped from Bestinvest’s Best Funds list
Bi-annual report comprises 122 funds in total
-
Activist investor acquires 5% stake in Scottish Mortgage
Elliott Investment Management previously gained two board seats at Alliance Trust