First Class Funds
Thank you for your feedback on the list. We are always keen to know what you think about it and the ways in which you think it can be improved. Read our latest First Class Funds publication for our list of investment funds, sorted by sector, based on our own analytical process and work done by some of the world’s leading investment analysts and providers of financial statistics.
There have been some changes to some popular bond funds in recent months, mostly owing to fund manager changes. Fidelity’s long-serving bond manager, Ian Spreadbury has retired while several members of Kames team have moved to Liontrust.
Manager changes will almost always result in fund ratings being reassessed as analysts look to see what changes, if any, are made to fund procedures and processes. Original ratings may well be re-instated if few changes have been made. Invesco Perpetual has dropped the long-standing ‘Perpetual’ name and their funds are now all branded ‘Invesco’. Old Mutual funds have also
undergone a re-brand, with funds now trading under either the Quilter or Merian names.
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