Super six: The latest portfolios to join FundCalibre's Elite Rating list

clock • 3 min read

Ratings agency FundCalibre has added six funds to its Elite Rating list after its inaugural investment committee meeting earlier this month.

The portfolios – two absolute return funds, two multi-asset funds, and two emerging market equity funds – have been added after passing the quantitative and qualitative screen processes provided by the firms behind the FundCalibre joint venture: Chelsea Financial Services and Albemarle Street Partners. First, the portfolios are assessed by Albemarle’s AlphaQuest screening tool, which seeks to identify funds with a greater than 60% chance of producing outperformance as a result of manager skill. Then, the ratings agency’s investment committee conducts face-to-face manager meetings and pee...

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