New Rating

EdenTree Amity European

New Rating

Fundsmith Sustainable Equity

New Rating

Liontrust Sustainable Future European Growth

New Rating

Muzinich BondYield ESG Hedged GBP

New Rating

Stewart Investors Asia Pacific Sustainability

New Rating

Stewart Investors Global Emerging Markets Sustainability

Rating downgraded

Threadneedle High Yield Bond

Rating downgraded

Royal London Index Linked

Rating downgraded

Janus Henderson Preference & Bond

Rating downgraded

Janus Henderson Fixed Interest Monthly Income

Rating downgraded

Investec Emerging Markets Local Currency Debt

Rating downgraded

Invesco Monthly Income Plus

New Rating

Liontrust Monthly Income Bond

Rating downgraded

Majedie UK Equity

New Rating

Fidelity Special Situations

Rating downgraded

Aviva Investors Multi-Strategy Target Income

New Rating

FP WHEB Sustainability

New Rating

Liontrust UK Ethical

Rating downgraded

Man GLG Japan CoreAlpha

Rating downgraded

Man GLG Japan CoreAlpha Equity

Rating downgraded

Invesco Perpetual Income

Rating downgraded

Invesco Perpetual High Income

Rating downgraded

Standard Life Global Absolute Return Strategies (SLIM GARS) – downgrade

Rating downgraded

AXA Framlington UK Select Opportunities - downgrade

New Rating

Artemis US Absolute Return

Rating downgraded

Old Mutual UK Alpha

Rating downgraded

Unicorn UK Income

Rating downgraded

Marlborough Special Situations

Rating downgraded

M&G Strategic Corporate Bond - downgrade

Rating downgraded

Woodford Equity Income - downgrade

New Rating

Jupiter UK Special Situations

Rating downgraded

JO Hambro UK Opportunities

New Rating

Jupiter Income Trust

New Rating

Schroder ISF Asian Total Return

Rating downgraded

F&C UK Property

Rating downgraded

Schroder UK Alpha Income

Rating downgraded

Henderson European Focus

New Rating

CRUX European Special Situations

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.