Revealed: RSMR names 2024 ‘R Award’ winners
The ‘R Awards’ recognise the funds RSMR analysts believe to be among the best-in-class
Fund Ratings
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Square Mile: Bond funds feature heavily in July ratings update
Seven of the 11 funds re-rated by Square Mile had a fixed income mandate
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Morningstar downgrades Lindsell Train Global Equity process rating
Manager research team argues the fund’s competitive position has ‘diminished’
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Mirabaud and Regnan funds gain Square Mile rating
While FSSA Japan Focus was stripped of its ‘Responsible A’ rating
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FundCalibre awards Elite rating, puts two on Radar
Invesco Bond Income Plus Limited trust given Elite rating
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Morningstar downgrades Trojan Income fund rating
Manager research team has revised the strategy’s rating to ‘neutral’ from ‘positive’
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RSMR makes Passive Plus MPS range available to wider market
The portfolios are now available to advisers across platforms
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Hargreaves Lansdown adds £1.1bn Schroder Income fund to Wealth Shortlist
Fund is managed by Kevin Murphy and Andrew Evans
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Morningstar upgrades Fidelity European and demotes Nick Train funds
Jupiter funds placed under review following the departure of Ben Whitmore
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Square Mile adds investment trusts to Academy of Funds
The fund research house has given ratings to 18 closed-ended funds
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Fidelity, Invesco and Liontrust among funds awarded Fundcalibre ‘Elite’ rating
Orbis Global Balanced also among the seven new ratings
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M&G gains six top ratings as FE Fundinfo Crown rebalance favours value investors
While Quilter and Schroders funds received the most five Crown ratings