Elite Ratings

FundCalibre – A Fund Ratings Revolution

  • A free independent fund ratings service designed for investors
  • One simple Elite Rating
  • Access free fund factsheets and research www.fundcalibre.com

What is FundCalibre?

FundCalibre is an independent fund ratings service, designed to help investors find the most skilful managers and the best investment funds. Other ratings agencies have all sorts of different ratings, including stars, badges, gold, diamond, platinum etc. Frankly we think the current ratings only serve to confuse everyone. Is a two star fund good or bad? Is a bronze fund any good? FundCalibre’s Elite Rating is simple and unique. We believe that either a fund manager has the ability to add real value over time for their investors and should qualify for an Elite Rating, or they don't.

The FundCalibre Research Process

To qualify for an Elite Rating a fund must pass FundCalibre’s rigorous research process. It starts with AlphaQuest, a unique quantitative screening tool, which strips out market movements and then analyses the volatility of the fund manager's skill – basically to see if it is indeed skill or just luck.

To qualify for an Elite Rating a fund manager must have been running the same mandate for at least three years. Only those managers who display consistent skill over a minimum of three years, and have more than a 55% probability of generating alpha (performance over and above the benchmark return) over the next 12 months, make it to the next stage of the process.

Once a fund has passed AlphaQuest, a meeting with the fund manager will then take place to undertake a qualitative assessment. A fund will never qualify for an Elite Rating without a face-to-face meeting.

The analysts who have had the meeting will then present their findings to the fund selection committee. Only the funds deemed by all to be the very best will be awarded an Elite Fund Rating.

Other services available on FundCalibre

On the FundCalibre website you will find easy-to-understand fund notes on many of the Elite Rated funds, including FundCalibre's opinion, which you can use to validate or narrow down your investment choices.

If you want to find out more about investments you can visit the ideas and insights section or the learn to invest area, which contains free information guides as well as articles and fund manager interviews.

FundCalibre also features weekly investment videos and produces a weekly podcast called 'Investing on the go'. You can subscribe to the podcast here