FundCalibre’s ‘Elite Rating’ is awarded to no more than 10% of funds in a sector and focuses on future performance, as well as requiring a strong track record to demonstrate that the portfolio remains consistent with its investment philosophy.
Meanwhile, Nutshell Growth and IFSL Wise Multi-Asset Income both received the ‘Elite Radar’ badge because the funds do not yet meet the minimum three-year track record to pass FundCalibre’s AlphaQuest quantitative screening process.
Two Baillie Gifford funds lose FundCalibre ‘Elite Rating’
Juliet Schooling Latter, research director of FundC…
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