New Rating

Lindsell Train UK Equity - New rating

New Rating

Lindsell Train Global Equity - New rating

Rating downgraded

JO Hambro UK Opportunities

New launch

Woodford Income Focus

Rating downgraded

Templeton Frontier Markets

Rating downgraded

Aberdeen Emerging Markets Equity

Rating downgraded

Aberdeen Global Emerging Markets Equity

Rating downgraded

Aberdeen Global Emerging Markets Smaller Companies

Rating downgraded

GAM Star Technology

Rating downgraded

JO Hambro CM Japan

Rating downgraded

Jupiter Financial Opportunities

Rating downgraded

Polar Capital Global Insurance

Rating upgraded

JO Hambro UK Opportunities

Fund rating changes and launches

Our analysts review each new launch and select those that they think will be of interest to our clients. Some of these funds will qualify for our star ratings. Others may not be eligible for inclusion in our top ratings but are being highlighted because they may offer an interesting investment approach.

Use the menu on the left hand side to view latest launches and changes

Star ratings explained

(Five star)

Exceptional

Funds that we rate as the most likely in their sectors to achieve outperformance over the medium and longer term. Typically, these funds will be included in our Multi-asset Portfolios.

(Four star)

Very high quality

These are funds we have a strong conviction in.

(Three star)

High quality

Funds we expect to deliver above average returns over the medium to longer term.

(Two star)

Hold/Review

Other funds that have been reviewed or are currently being reviewed by our research team that do not yet meet the criteria for a buy rating.

(One star)

Switch

Investors should actively consider switching into our top-rated funds in which we have higher conviction.