Seventeen fund groups among first to be given 'elite' rating

Alice Rigby
clock •

Research firm FundCalibre has launched a new ‘elite provider' rating, with 17 funds gaining the title.

The rating applies to fund houses included in the firm's Fund Management Index, which was launched earlier this year. To be eligible, groups must have at least four qualifying actively managed equities funds. The index then ranks them based on their outperformance, with the top quarter of companies awarded the elite rating. Related reading: Ten times to remember clients' 'buy and forget' funds Among those companies, the average fund outperformed its sector by at least 10% on a five-year view, with Unicorn Asset Management topping the table due to an impressive 50.9% average outper...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Anthropic bankers preparing to increase IPO valuation to $1.5trn – reports

Anthropic bankers preparing to increase IPO valuation to $1.5trn – reports

Draft prospectus filed on Tuesday

Jack Roach
clock 11 November 2026 • 2 min read
US midterms: What history tells us about what comes next

US midterms: What history tells us about what comes next

Expect a post-election pop

Dan Lefkovitz
clock 10 November 2026 • 4 min read
Watch PA's Working Lunch with Baillie Gifford - The future of growth investing

Watch PA's Working Lunch with Baillie Gifford - The future of growth investing

Catch up on the discussion

Professional Adviser
clock 03 November 2026 • 1 min read