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Our new fund rating system

We have updated our fund rating system to focus on those funds that we have the highest conviction in. Here we explain how it works and what has changed.

Published on 21 Jan 20202 minute read

What’s changed?

We are now using a simpler system. We now have a smaller, more concentrated list of rated funds, and all funds will now be either rated or not rated. You may have been familiar with our previous star-rating system, where funds were given between one and five stars. Our rated funds are generally those that were awarded between three and five stars in the past (with some exceptions).

Why have we changed it?

We changed our system to give greater emphasis to the funds we have the most conviction in – those that we think are the best of the best. With fewer funds we can also provide more in-depth coverage of those that made it onto the list, giving you more information to help you with your investment decisions.

The new edition of Our Top-rated Funds

We have released the latest edition of Our Top-rated Funds, featuring our new rating system and highlighting all of the funds that we think will deliver for investors. In the guide you will find:

  • UK income and growth funds
  • Ideas from across the globe, stretching from North America to Japan
  • Specialist funds such as those that invest in property


Read the guide

Get in touch

If you have any questions about the guide, your investments or our new rating system, don’t hesitate to get in touch with us by calling 020 7189 9999.


Important information

We aim to provide investors with information to help them make their own investment decisions although this should not be construed as advice or an investment recommendation.  If you are in doubt as to the suitability of an investment, please contact one of our advisers.

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