FundCalibre

FundCalibre FundCalibre is an online fund ratings agency and research centre, which is freely available to all investors. Posts do not constitute advice.

FundCalibre is an independent online research centre and fund ratings agency, which is freely available to all investors. The FundCalibre research team analyses funds which are widely available to UK retail investors and identifies those which they believe have the most skilful managers. These funds are awarded a proprietary Elite Fund rating. Find out more at www.fundcalibre.com

Disclaimer -

E

lite Fund ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only. The award of an Elite Fund rating does not mean the fund is a suitable investment for you, and does not constitute a recommendation to buy. If a fund that you already hold does not, in the opinion of FundCalibre, merit an Elite Fund rating, this does not constitute a recommendation to sell. FundCalibre is an authorised representative of Chelsea Financial Services. © FundCalibre Limited 2014

The world is getting older: one in six people will be over 60 by 2030, creating profound changes in how we spend, save a...
28/08/2026

The world is getting older: one in six people will be over 60 by 2030, creating profound changes in how we spend, save and live. From healthcare and property to wealth management, technology and travel, we explore five sectors positioned to benefit from the rapidly expanding ‘silver economy’.

Global life expectancy has increased dramatically due to improvements in sanitation, nutrition and medicine

Every quarter our research team reviews hundreds of funds, but only a select few earn an Elite Rating or Elite Radar sta...
27/08/2026

Every quarter our research team reviews hundreds of funds, but only a select few earn an Elite Rating or Elite Radar status. Discover the latest additions, the managers behind them and the investment processes that impressed our committee enough to make this exclusive list.

This summer's review sees five funds awarded Elite Ratings, reflecting our confidence in their managers and long-term potential.

Europe has spent years in the shadow of the US, but the investment case is strengthening. Attractive valuations, higher ...
27/08/2026

Europe has spent years in the shadow of the US, but the investment case is strengthening. Attractive valuations, higher dividends, increased government spending and growing exposure to AI infrastructure are creating new opportunities. We highlight six reasons why Europe could offer investors more than simply diversification from US technology.

Last year, European equities produced the strongest returns of any major economy. The first quarter of 2026 saw similar optimism

With the Magnificent Seven facing questions over valuations and vast spending commitments, investors are looking further...
27/08/2026

With the Magnificent Seven facing questions over valuations and vast spending commitments, investors are looking further afield for the next winners. From Asian technology and cheaper Chinese AI companies to power infrastructure and businesses successfully adopting AI, we explore where opportunities could emerge next.

The Premier League is back! Assembling a winning portfolio isn’t so different from your fantasy football team. From depe...
27/08/2026

The Premier League is back! Assembling a winning portfolio isn’t so different from your fantasy football team. From dependable defenders and versatile midfielders to higher-risk strikers, we select our starting XI, designed to balance defence, income and growth opportunities.

We thought we’d build a FundCalibre XI of funds that would give investors a great squad to reach their investment goals

Responsible funds may be suffering persistent outflows, but the long-term sustainability story hasn’t disappeared. From ...
27/08/2026

Responsible funds may be suffering persistent outflows, but the long-term sustainability story hasn’t disappeared. From huge infrastructure investment to climate change and growing demand for innovative solutions, we examine whether investors are overlooking ESG opportunities and highlight five sustainable funds that continue to stand out.

Are investors missing a trick? Here we look at the broad benefits of ESG factors and which funds are still worth considering.

UK smaller companies have endured a difficult decade, with Brexit, Covid and persistent investor outflows weighing heavi...
27/08/2026

UK smaller companies have endured a difficult decade, with Brexit, Covid and persistent investor outflows weighing heavily on sentiment. But with valuations at multi-decade lows, attractive dividend yields and overseas buyers circling undervalued businesses, waiting for an obvious catalyst could mean missing the opportunity. Is pessimism finally reaching its peak?

The past decade has been dominated by negative headlines as Brexit and Covid have contributed to uncertainty in the UK

European equities have long appealed to income investors, but the opportunity is becoming broader than dividends alone.S...
31/07/2026

European equities have long appealed to income investors, but the opportunity is becoming broader than dividends alone.

Stuart Brown, co-manager of the BlackRock Continental European Income fund, joins us to discuss improving earnings and dividend growth across industrials, banks and utilities, alongside the structural themes supporting them, including electrification, energy security and supply-chain investment.

European equities have long appealed to income investors, but the opportunity is becoming broader than dividends alone.

In spite of the surprisingly good weather, most of us will still prefer to holiday somewhere more exotic than the UK thi...
31/07/2026

In spite of the surprisingly good weather, most of us will still prefer to holiday somewhere more exotic than the UK this summer. The UK may have a nostalgic charm, but it lacks glamour. A similar argument could be made about the UK stock market, and UK retail investors have made it clear that, as with their holidays, they would rather be somewhere else.

Over the past decade, UK retail investors have comprehensively rejected the UK in favour of global funds - but were investors right to do so?

It’s that time of year again! The schools have broken up, and everyone is focused on escaping the UK for a long-awaited ...
31/07/2026

It’s that time of year again! The schools have broken up, and everyone is focused on escaping the UK for a long-awaited summer holiday.

It's time for a holiday - but which companies (and funds) will benefit when Britain goes on holiday this summer?

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