The latest funds to land a top Fundcalibre rating
Ten more strategies land the top accolade from the fund research agency
Fund Ratings
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Montanaro fund lands on adviser buy list
Montanaro UK Income has been promoted to The Adviser Centre’s recommended funds list more than four years since its mandate shifted from pan European equities to UK focussed.
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Rating the ratings agencies
Many investors rely on fund rating systems to guide decisions. But are rating systems an effective way to gauge future performance and which is better – quantitative or qualitative analysis?
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PA ANALYSIS: Should fund raters also answer to the CMA?
After the Financial Conduct Authority’s bombshell that it is referring the investment consulting industry to the Competition and Markets Authority (CMA), should the ratings agencies be concerned that they’re next in the firing line?
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PA ANALYSIS: Turning the screw on fund ratings firms
Nearly three months on from the Financial Conduct Authority’s final report on its ‘Asset Management Market Study’, the screws look set to tighten for one of the sector’s key ancillary businesses.
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Alastair Mundy funds downgraded by Morningstar
Morningstar analysts have downgraded funds at Investec, Kames and Temple Bar investment trust after recent “lacklustre” performance.
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FundCalibre planning trust ratings roll-out
FundCalibre is responding to growing demand for investment trusts as it plans to roll out closed-ended ratings next year.
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Distribution Technology unveils fund rating service
Distribution Technology has unveiled a fund rating service that aims to complement its existing Dynamic Planner tool’s asset and risk-modelling assumptions.