Value fund houses rake in 5-star Crown ratings in FE fundinfo rebalancing

Seven Artemis funds gain ratings

Beth Brearley
clock • 1 min read

Asset managers with value-focused offerings dominated FE fundinfo's list of 5-star Crown funds in its latest rebalancing.

At Artemis, seven of the 22 funds were awarded 5-star Crown ratings, up from five at the last rebalancing six months ago, and at Invesco 14 of the 48 funds achieved 5-Crown ratings, up from ten in July 2024.  Both firms were recognised for the "impressive" rebound in their fund performance compared to three years ago.  M&G and Lazard funds lose FEfundinfo 5-Crown Rating While Invesco topped the list for having the most 5-star Crown-rated funds in absolute terms, Man Group has the highest proportion of 5 star Crown-rated funds, with five of the 12 funds receiving the top rating.  ...

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 Unit trusts/OEICs

Blue Whale ditches Meta and adds to Nvidia in market turmoil

Blue Whale ditches Meta and adds to Nvidia in market turmoil

Also trims Nintendo position

Beth Brearley
clock 22 April 2025 • 2 min read
Former Whitmore fund rejoins Square Mile Academy under Savvides

Former Whitmore fund rejoins Square Mile Academy under Savvides

Two multi-asset funds lose rating

Beth Brearley
clock 11 February 2025 • 2 min read
Carlyle brings new private equity offering to non-US investors

Carlyle brings new private equity offering to non-US investors

Primary and secondary investments

James Baxter-Derrington
clock 24 June 2024 • 1 min read
Trustpilot