TB Evenlode Global Income and LF Blue Whale Growth have been awarded Elite Ratings as they pass their third anniversaries, following the latest FundCalibre investment committee.
The funds had previously been given Elite Radar status, but with each now able to produce a three-year track record, they are eligible for Elite Ratings. Evenlode Global Income fund disposes of Disney in favour of 2020 valuation opportunities Juliet Schooling Latter, research director at FundCalibre, described Blue Whale's debut offering as a "truly active fund…[which] only invests in the very highest quality businesses and ignores those that are structurally challenged". Regarding Evenlode's fund, Schooling Latter cited a "clear investment philosophy and a process that was proven ...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
