ESG and bond funds win top FE fundinfo rating

BNY Mellon, Jupiter and Montanaro among those ranked highest

clock • 3 min read

Sustainable and bond funds are among the best performers in FE fundinfo’s updated Crown Ratings as a combination of market conditions and investor appetite for ESG continue to favour these strategies.

In the latest rebalance of the ratings, which are based on a fund's historical performance relative to an appropriate benchmark and help investors to distinguish top performing funds, 15 funds reached the highest possible 5-Crown rating for the first time asking. These included BNY Mellon's Sustainable Global Equity and Sustainable Real Return funds, Jupiter's Global Sustainable Equities and Montanaro's Better World funds. Charles Younes, Research Manager at FE Investments, said the strong performance of sustainable funds is due to a combination of their ability to capitalize on favourab...

To continue reading this article...

Join Investment Week for free

  • 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

Join now

 

Already an Investment Week
member?

Login

More on Funds

European demand for private markets on the rise

European demand for private markets on the rise

Private equity most popular asset class

Patrick Brusnahan
clock 25 June 2025 • 1 min read
'Sweet spot' for short dated bonds as volatility grows and sales triple

'Sweet spot' for short dated bonds as volatility grows and sales triple

Sales hit £120bn over past year

Patrick Brusnahan
clock 24 June 2025 • 2 min read
Vanguard slashes fees on fixed income ETF ranges

Vanguard slashes fees on fixed income ETF ranges

Seven funds

Patrick Brusnahan
clock 23 June 2025 • 1 min read
Trustpilot