Suspended

Property sector update – ratings suspended

Not rated

Kames Ethical Equity – downgraded

Not rated

ASI UK Equity Income Unconstrained

Not rated

Franklin UK Smaller Companies

New Rating

Brown Advisory US Sustainable Growth - new rating

Rated Rated

New Rating

Trojan Ethical Income - new rating

Rated Rated

Suspended

Artemis US Absolute Return – suspended

New Rating

Tellworth UK Smaller Companies

Rated Rated

Not rated

Jupiter Absolute Return

Suspended

Jupiter European - suspended

New Rating

Jupiter Asian Income - added to the Buy List

Rated Rated

Not rated

Schroder Asian Alpha Plus

Not rated

Schroder AsiaPacific Fund

New Rating

BlackRock European Dynamic

Rated Rated

Not rated

Threadneedle European Select

Rating downgraded

Newton Global Emerging Markets

Fund rating changes and launches

We review many new fund launches and feature those that we think will be of interest to our clients on this page. Some of these new funds will then be rated by our experts – you can find details of any new ratings or changes to a fund’s ratings here.

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

What are our rated funds?

Our rated funds are those funds that we have most conviction in. They are the funds from different sectors that we believe are most likely to deliver for our clients over the long term.

  • Before rating a fund we look at the performance of the fund manager across their entire careers, using statistical analysis to make sure their success has come from skill rather than luck
  • We also take an in-depth look at the people, philosophy and processes behind each fund
  • We constantly reassess our list of rated funds, checking performance on a daily basis and meeting hundreds of fund managers every year