Funds gaining or losing an Elite Rating

On this page, we keep a record of any Elite Funds that have gained or lost Elite Ratings over the years.

We’ll also always notify investors via our Elite Funds news if a fund gains or loses an Elite Rating.

Funds gaining an Elite Rating

  • 14 May 2024 – Invesco Bond Income Plus Limited, WS Montanaro Global Select, Schroder Global Multi-Asset Cautious Portfolio. Find out why.
  • 13 February 2024 – Aegon High Yield Bond, Ashoka India Equity Investment Trust, BlueBay Emerging Market Unconstrained Bond, Comgest Growth America, Fidelity Asian Smaller Companies, Martin Currie Global Portfolio Trust, Ninety One Diversified Income, Artemis Leading Consumer Brands, GQG Partners US Equity, Man GLG Dynamic Income, Redwheel Biodiversity. Find out why.
  • 13 November 2023 – FP Carmignac Emerging Markets, CCLA Better World Global Equity, VT Tyndall Real Income. Find out why.
  • 15 August 2023 – Fidelity European, FSSA Asia Focus, Invesco Global Emerging Markets, Liontrust European Dynamic, Orbis Global Balanced, Premier Miton Strategic Monthly Income Bond, TB Evenlode Global Equity, Allianz UK Listed Opportunities, JPM Climate Change Solutions, R&M Global Sustainable Opportunities, CT UK Equity Income. Find out why.
  • 10 May 2023 – BlackRock Global Unconstrained Equity, BNY Mellon Multi-Asset Balanced, BNY Mellon Multi-Asset Income, UTI India Dynamic Equity, Waverton Multi-Asset Income, Invesco Tactical Bond. Find out why.
  • 10 February 2023 – Man GLG Sterling Corporate Bond, AXA Framlington Biotech, LF Lightman European, Pictet Japanese Equity Selection, JPM Global Equity Income, TB Amati Strategic Metals, Artemis Global High Yield Bond. Find out why.
  • 15 September 2022 – CT Global Focus, Cohen & Steers European Real Estate Securities, Cohen & Steers Diversified Real Assets, M&G Japan. Find out why.
  • 28 February 2022 – VT Gravis Clean Energy Income, Cohen & Steers Global Real Estate Securities, Janus Henderson European Smaller Companies, Janus Henderson UK Responsible Income, Fidelity Global Technology, ASI UK Mid Cap Equity, BlackRock Global Mining Trust, Schroder Digital Infrastructure, IFSL Marlborough Global Innovation, LF Ruffer Diversified Return, Alquity Indian Subcontinent. Find out why.
  • 23 November 2021 – Allianz China A-Shares, Matthews Asia ex Japan Dividend, Rathbone UK Opportunities, Schroder British Opportunities. Find out why.
  • 18 August 2021 – Capital Group New Perspective, FSSA All China, GAM Star Disruptive Growth, Mid Wynd International Investment Trust, SVM UK Opportunities, Artemis Positive Future, Artemis Target Return Bond. Find out why.
  • 14 April 2021 – Murray Income Trust, TM RWC Global Equity Income, Aegon Strategic Bond, Premier Miton Global Smaller Companies. Find out why.
  • 17 February 2021 -JPMorgan China Growth & Income, Invesco Global Focus, Aberdeen Standard SICAV I – Global Mid-Cap Equity. Find out why.
  • 18 November 2020 – Baillie Gifford American, JPM Asian Growth, JPMorgan Emerging Markets Trust, Liontrust Sustainable Future Global Growth, Liontrust Sustainable Future Managed, M&G Global Listed Infrastructure, Ninety One Global Gold, Schroder Income Growth Trust, T. Rowe Price US Large Cap Growth Equity, Threadneedle Global Extended Alpha, Legg Mason IF Martin Currie US Unconstrained, Ninety One Asia Pacific Franchise, T. Rowe Price US Smaller Companies Equity. Find out why.
  • 24 August 2020 – Allianz Strategic Bond, Artemis US Smaller Companies, Aubrey Global Emerging Markets Opportunities, BlackRock European Absolute Alpha, First State Japan Focus, GQG Partners Emerging Markets Equity, Guinness Global Innovators, Jupiter Financial Opportunities, Polar Capital Biotechnology, Schroder Sterling Corporate Bond, LF Blue Whale Growth, VT Downing Unique Opportunities, First State Global Emerging Markets Focus, Jupiter European Smaller Companies, LF Miton US Smaller Companies, Montanaro Better World. Find out why.
  • 26 March 2020 – Artemis Corporate Bond, AXA Framlington UK Mid Cap, Close Managed Income, Investec Global Environment, Montanaro European Income, Nomura Global Dynamic Bond, T. Rowe Price Asian Opportunities Equity, T. Rowe Price Continental European Equity, TB Amati UK Smaller Companies. Find out why.
  • 15 January 2020 – Legg Mason IF Martin Currie European Unconstrained, Fidelity Asian Dividend, Guinness Emerging Markets Equity Income, Hermes Global Emerging Markets SMID Equity, Man GLG High Yield Opportunities. Find out why.
  • 6 September 2019 – Morgan Stanley Global Brands, Comgest Growth Europe ex UK, Comgest Growth Japan. Find out why.
  • 30 July 2019 – BMO Global Responsible Equity, Brown Advisory Global Leaders, LF Miton European Opportunities, LF Lindsell Train UK Equity, Pictet Global Environmental Opportunities, Premier Diversified Growth, Slater Growth, TB Wise Multi-Asset Growth. Find out why.
  • 20 March 2019 – GAM UK Equity Income, LF Tellworth UK Smaller Companies, Polar Capital Healthcare Investment Trust, Rathbone Global Sustainability, Smith & Williamson Artificial Intelligence, Trojan Global Income, Artemis US Extended Alpha, Baillie Gifford Japanese Smaller Companies, Invesco Global Equity Income, JOHCM Global Opportunities, Lazard Global Equity Franchise, Merian Global Equity Income, TwentyFour Absolute Return Credit, Waverton European Capital Growth. Find out why.
  • 10 December 2018 – Fidelity Asia Pacific Opportunities, Guinness Asian Equity Income, Invesco Asian, Standard Life Investments Global Smaller Companies, TIME:Commercial Freehold, VT Gravis UK Infrastructure Income, FP CRUX UK Special Situations. Find out why.
  • 17 September 2018 – RWC Continental European Equity, Evenlode Global Income, Investec Global Special Situations, Schroder Global Recovery, Liontrust UK Micro Cap, Livingbridge UK Multi-Cap Income, Old Mutual Gold & Silver and Baillie Gifford Japanese Income Growth. Find out why.
  • 21 August 2018 – AXA Framlington Japan, BlackRock Corporate Bond, Chelverton UK Equity Growth, FP Crux European Special Situations, LF Miton US Opportunities, LF Seneca Diversified Income,  Montanaro UK Income, Schroder European Alpha Income, TM home investor and TwentyFour Corporate Bond. Find out why.
  • 14 Nov 2017 – BlackRock UK Absolute Alpha, Liontrust Monthly Income Bond, M&G Emerging Markets Bond, Man GLG UK Income, Marlborough European Multi-Cap, Marlborough UK Multi-Cap Growth, R&M UK Dynamic Equity, Sanlam Strategic Bond, T. Rowe Price Global Focused Growth Equity
  • 10 Sept 2017 – Fidelity China Special Situations, L&G UK Special Situations
  • 3 July 2017 – T. Rowe Price Japanese Equity, Hermes Asia ex Japan Equity.
  • 3 May 2017 – Artemis Monthly Distribution, Jupiter Absolute Return, Lazard US Equity Concentrated and Schroder High Yield Opportunities.
  • 17 February 2017 – Brooks MacDonald Defensive Capital, Jupiter Asian Income and Threadneedle UK Extended Alpha.
  • 27 January 2017 – Baillie Gifford Japan Trust, Baillie Gifford Shin Nippon, City of London Investment Trust, F&C Global Smaller Companies, Fidelity Special Values, Jupiter European Opportunities Trust, Lowland Investment Company, Murray International Trust, Schroder Oriental Income Fund, Scottish Mortgage Investment Trust, TR Property Investment Trust.
  • 8 December 2016 – Guinness Global Equity Income.
  • 5 October 2016 – Ashburton India Equity Opportunities and Hermes US SMID Equity.
  • 1 August 2016 – Aviva Investors High Yield Bond, Fidelity Global Dividend, Mirabaud Equities Europe Ex UK Small & Mid, Standard Life Investments Global Equity Income, Unicorn UK Smaller Companies and Wood Street Microcap.
  • 18 May 2016 – Sanlam FOUR Stable Global Equity.
  • 8 March 2016 – JOHCM Asia Ex Japan.
  • 4 February 2016 – Stewart Investors Asia Pacific Leaders. regained the Elite Rating after we met with new manager David Gait.
  • 2 February 2016 – Jupiter Distribution, GAM Star Continental European Equity and GAM Star Credit Opportunities.
  • 3 December 2015 – Kames Ethical Cautious Managed.
  • 5 November 2015 – Goldman Sachs India Equity Portfolio and Matthews Asia Pacific Tiger.
  • 13 October 2015 – Stewart Investors Asia Pacific Sustainability, Edentree Amity UK and Standard Life Investments UK Ethical.
  • 14 September 2015 – Investec UK Alpha and Rathbone Ethical Bond.
  • 17 June 2015 – M&G Episode Income and SVS Church House Tenax Absolute Return Strategies.
  • 14 May 2015 – Brown Advisory US Flexible Equity.
  • 16 February 2015 – Nine funds awarded an Elite Rating.
  • 19 November 2014 – Six funds awarded an Elite Rating.

Funds losing an Elite Rating

  • 14 May 2024 – JOHCM UK Dynamic. Find out why.
  • 22 March 2024 – GAM Star Disruptive Growth, Artemis Positive Future. Find out why.
  • 1 March 2024 – CT MM Navigator Distribution. Find out why.
  • 13 February 2024 -AXA Framlington Biotech, Ninety One Asia Pacific Franchise. Find out why.
  • 13 November 2023 – Matthews Asia ex Japan Total Return Equity, Invesco China Equity, CT UK Extended Alpha. Find out why.
  • 15 August 2023 – abrdn Latin American Equity, Aegon Ethical Cautious Managed, AXA Framlington UK Select Opportunities, Baillie Gifford High Yield Bond, Barings Europe Select Trust, EdenTree Responsible and Sustainable UK Equity, Jupiter UK Alpha, Lowland Investment Company, Magna EM Growth & Income, Premier Miton US Smaller Companies, T. Rowe Price European Smaller Companies, TwentyFour Absolute Return Credit. Find out why.
  • 10 February 2023 – TM CRUX European Special Situations, Schroder Global Recovery, SVS Church House Tenax Absolute Return Strategies, CT UK Equity Income. Find out why.
  • 15 September 2022 – abrdn UK Ethical Equity, JOHCM UK Equity Income, Jupiter UK Smaller Companies, Ninety One Global Special Situations, Ninety One UK Alpha, Sanlam Enterprise, AXA Sterling Credit Short Duration Bond, Janus Henderson UK Property PAIF and Aviva High Yield Bond. Find out why.
  • 28 February 2022 – TM home Investor, Guinness Emerging Markets Equity Income, Lazard US Equity Concentrated. Find out why.
  • 23 November 2021 – Artemis Monthly Distribution. Find out why.
  • 18 August 2021 – BlackRock UK Absolute Alpha, Invesco Monthly Income Plus. Find out why.
  • 14 April 2021 – Premier Miton Multi-Asset Growth & Income, Schroder Sterling Corporate Bond. Find out why.
  • 17 February 2021 – RWC Continental European Equity, Man GLG Japan Core Alpha, Jupiter Distribution, Royal London UK Equity Income. Find out why.
  • 18 November 2020 – MI Somerset Emerging Market Dividend Growth. Find out why.
  • 24 August 2020 – Artemis Global Income, ASI UK Income Unconstrained Equity, ASI Emerging Markets Equity, Federated Hermes US SMID Equity, IIFL India Equity Opportunities. Find out why.
  • 4 June 2020 – T. Rowe Price Continental European Equity. Find out why.
  • 12 May 2020 – Kames Global Sustainable Equity. Find out why.
  • 26 March 2020 – BNY Mellon Absolute Return Equity, BNY Mellon Global Income, Franklin UK Mid Cap, Jupiter Absolute Return, Merian Global Equity Absolute Return, Schroder European Alpha Income. Find out why.
  • 12 November 2019 – Invesco Global Equity Income. Find out why.
  • 6 September 2019 – Premier Defensive Growth. Find out why.
  • 30 July 2019 – Lazard Emerging Markets. Find out why. 
  • 1 July 2019 – Schroder Tokyo. Find out why.
  • 20 March 2019 – Aberdeen Emerging Markets Bond, Artemis UK Special Situations, Artemis Strategic Assets, JOHCM Asia ex Japan, Neptune UK Mid Cap, Mirabaud Equities Europe Ex-UK Small and Mid, Schroder MM Diversity and Schroder MM Diversity Tactical. Find out why.
  • 1 January 2019 – Fidelity Strategic Bond. Find out why.
  • 10 December 2018 – Kames Investment Grade Bond. Find out why.
  • 10 October 2018 – M&G Global Emerging Markets. Find out why.
  • 17 September 2018 – Schroder High Yield Opportunities. Find out why.
  • 1 August 2018 – BlackRock Gold & General, Fidelity Enhanced Income, Fidelity MoneyBuilder Balanced, Jupiter European Special Situations, Jupiter UK Growth, Sanlam FOUR Stable Global Equity, Woodford Equity Income. Find out why.
  • 31 May 2018 – F&C UK Mid Cap. Find out why.
  • 9 April 2018 – Standard Life Investments Global Equity Income. Find out why
  • 19 February 2018 – Janus Henderson Cautious Managed. Find out why
  • 7 February 2018 – R&M UK Equity Smaller Companies and R&M UK Dynamic Equity. Find out why
  • 9 January 2018 – L&G UK Alpha and L&G UK Special Situations. Find out why
  • 5 September 2017 – Standard Life Investments Emerging Market Debt. Find out why
  • 1 August 2017 – Invesco Perpetual High Yield Bond, JPM Multi Asset Income, Legg Mason US Aggressive Growth, Liontrust Macro Equity Income, Liontrust Macro UK Growth, Neptune Japan Opportunities. Find out why
  • 21 June 2017 – BlackRock Continental European and BlackRock European Absolute Alpha. Find out why
  • 15 March 2017 – JOHCM UK Opportunities. Find out why
  • 1 August 2016 – Aberdeen Asia Pacific Equity, Aberdeen Global Asian Smaller Companies, JOHCM Japan, Legg Mason Clearbridge Global Equity Income, M&G UK Inflation Linked Corporate Bond. Find out why
  • 28 April 2016 – Henderson MM Income & Growth.
  • 9 November 2015- Stewart Investors Global Emerging Market Leaders, Stewart Investors Asia Pacific Leaders and Stewart Investors Latin America.
  • 1 August 2015 – Newton Real Return. During our July investment committee review meeting, we were disappointed to note that the Newton Real Return fund no longer passed our AlphaQuest screen. As a result, we have removed the Elite Rating from this fund.
  • 23 June 2015 – Standard Life Investments UK Equity Unconstrained.
  • 21 May 2015 – Newton Asian Income.
  • 15 October 2014 – Henderson European Growth.
  • 8 September 2014 – Schroder UK Opportunities.
  • 3 September 2014 – Threadneedle UK.
  • 14 July 2014 – Schroder Global Property Securities.
  • 16 June 2014 – Miton Special Situations Portfolio.
  • 22 April 2014 – L&G Dynamic Bond.