New launch

Jupiter Asian Income

Rating downgraded

BlueCrest AllBlue - Downgraded

Rating downgraded

Jupiter Merlin Worldwide Portfolio - Downgraded

Rating downgraded

Jupiter Merlin Growth Portfolio - Downgraded

New Rating

SSGA SPDR Barclays US Treasury Bond ETF GBP - New rating

New Rating

Vanguard US Government Bond Index GBP Hedged - New rating

New Rating

Guinness Global Energy - New rating

Rating upgraded

First State Greater China Growth - Upgraded

New Rating

Jupiter Asian Income - New rating

Rating downgraded

AXA distribution – Rating suspended

Rating downgraded

Newton Asian Income - Downgraded

Rating downgraded

Henderson European Selected Opportunities - Downgraded

Rating downgraded

Schroder European Alpha Plus - Downgraded

Rating downgraded

Alliance Trust - Downgraded

New Rating

Fidelity Global Dividend - New rating

New Rating

RobecoSAM Smart Materials Fund - New rating

Rating upgraded

Newton Global Income - Upgraded

Rating downgraded

Fidelity UK Smaller Companies - Downgraded

Rating downgraded

MedicX Fund - Downgraded

New Rating

Lazard Global Listed Infrastructure Equity - New rating

New Rating

Trojan Income - New rating

New Rating

Evenlode Income - New rating

Suspended

AXA Framlington UK Smaller Companies - Rating suspended

Rating downgraded

AXA Framlington UK Smaller Companies - Downgraded

Rating downgraded

Man GLG Japan CoreAlpha Professional - Downgraded

New Rating

Aviva Investors Multi-Strategy Target Income - New rating

Rating downgraded

Legg Mason IF Royce US Smaller Companies - Downgraded

Rating downgraded

GAM Star GAMCO - Downgraded

Rating downgraded

GAM International Growth & Value - Downgraded

Rating downgraded

M&G Global Leaders - Downgraded

Rating downgraded

Artemis Global Growth - Downgraded

Rating downgraded

Aberdeen Global World Equity/Aberdeen World Equity - Downgraded

Rating downgraded

CF Odey Opus - Downgraded

Rating downgraded

Standard Life UK Equity High Income - Downgraded

Rating downgraded

Artemis Capital - Downgraded

Rating downgraded

Franklin UK Equity Income - Downgraded

Rating downgraded

Fidelity Special Situations - Downgraded

Rating downgraded

Jupiter UK Growth - Downgraded

Rating downgraded

Old Mutual UK Mid Cap - Downgraded

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.