Celebrating a decade of Elite performance

FundCalibre was launched at the end of July 2014 with a clear mission: to provide retail investors with a carefully curated selection of the best funds available. We started with 112 rated funds from 38 companies, and ten years later, as of August 1, 2024, we have expanded our offering to include 238 funds from 86 different groups.

With around 3,000 funds available to UK investors, you may think this number is modest. However, our rigorous methodology ensures that we only rate the very best funds. In fact, our aim is to rate no more than 10% of the funds in each sector, maintaining the selectivity that is central to our ‘Elite’ ethos. In some sectors, we don’t rate any funds at all, simply because none meet our stringent criteria.

A decade of performance

From the beginning, we were clear: we didn’t claim to know which fund would be the best over the next ten years. However, we were confident that our Elite Ratings would identify funds with a strong probability of outperforming the market over the long term.

Looking back, we are proud to say that from the 112 funds we originally rated, 47 have maintained their Elite Rating for the entire decade, delivering positive returns for investors*. This figure includes funds that have transitioned between our Elite Radar and Elite Rating designations as circumstances changed, such as new managers taking the helm. It’s worth noting that 37 of the original managers are still running their funds to this day, showcasing remarkable stability and consistency.

With this in mind, we took a closer look at the top-performing funds since our launch to highlight the very best of the best. These ten funds have truly stood the test of time, demonstrating the strength of our Elite Rating system and delivering exceptional value to their investors.

Truly independent, now more than ever

When we first launched FundCalibre, we assured investors that they could trust our ratings, knowing that there were no conflicts of interest influencing our selections. Now, ten years on, that promise remains as crucial as ever.

We can confidently validate our independence in two key ways. First, every fund must pass our proprietary AlphaQuest screen before we even consider meeting the manager. Second, we rate a fund based purely on merit and only then do we ask the company if they would like to license the rating. Our ratings are never influenced by payment; they are based solely on the quality of the fund.

In fact, 19% of our Elite Rated funds are not licensed, a clear demonstration of our commitment to rating funds based solely on their performance and merit. Fortunately, most fund companies recognise the value of our rating services, allowing us to continue reinvesting in the business and enhancing the resources we provide to investors.

Thank you for your support

As we celebrate this important milestone, we want to extend our heartfelt thanks to all our clients and partners for their trust and support. Over the past decade, we have remained committed to helping investors make informed decisions, and we are excited to continue providing valuable insights and resources in the years to come.

Here’s to another decade of success and growth!

*Source: FE Analytics, 31 July 2014 to 31 July 2024