FundCalibre has added seven funds to its elite ratings, following its summer investment committee review.
Four funds have gained an elite rating, while three have joined the elite radar, which FundCalibre said “highlighted newer or less-established funds with strong potential”.
The four funds to have gained an Elite Rating are:
- Brunner Investment Trust
- Chikara Indian Subcontinent
- Janus Henderson Global Financials
- TM Gravis UK Listed Property
The Brunner Investment Trust is a global, all-weather equity portfolio with a “unique balance across quality, growth and value”. It has a 53-year record of growing dividends.
The Chikara Indian Subcontinent is a high-conviction, index-agnostic fund focused on quality Indian companies benefiting from structural growth.
The Janus Henderson Global Financials’ portfolio targets the best financial services businesses globally.
Finally, the TM Gravis UK Listed Property is a liquid, listed-property strategy offering both sustainable dividends and defensive characteristics.
The three funds who have joined the Elite Radar are:
- Man Asia (ex Japan) Equity
- Allianz Global Hi-Tech Growth
- Wellington Credit Total Return
The Man Asia (ex Japan) Equity fund is a concentrated portfolio that has an unique process, focused on earnings revisions, and has delivered “excellent results even in tough markets”.
The Allianz Global Hi-Tech Growth fund is a global, multi-cap technology fund that avoids speculation and focuses on proven business models.
The Wellington Credit Total Return fund is an unconstrained global credit active fund with the flexibility to shift allocations as markets evolve.
FundCalibre managing director Darius McDermott said: “Our ratings are designed to highlight managers we believe can consistently deliver for investors. This summer, we’ve introduced a mix of proven performers and exciting new strategies.
“From global equities and financials, to India, technology and flexible credit, each of these funds brings something different to a portfolio. We’re confident they offer investors both diversification and strong long-term return potential.”
Earlier in August 2025, McDermott said the appointments of Graham Shircore and Steve Woolley to Schroders value investment team following the departure of Nick Kirrage was a “reassuring message that the business is committed to both preserving Kirrage’s legacy of delivering strong returns for clients and driving future performance”.
Both Shircore and Woolley joined as UK focused investment analysts.
In July 2025, Schroders announced the departure of veteran fund manager Nick Kirrage after more than 23 years with the firm, which marked a significant transition for its value equities team.
