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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 -

Elite 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

Ever spot the fund at the top of the performance table and think, I’ll have that one? You wouldn’t be alone. But some of...
06/10/2026

Ever spot the fund at the top of the performance table and think, I’ll have that one? You wouldn’t be alone. But some of 2025’s strongest performers have delivered very different results in 2026. We look at why performance changes, what you can learn from a manager’s track record and why yesterday’s winner may not be tomorrow’s.

Would you invest in last year’s best funds? It’s tempting to back portfolios that topped the performance tables, but is that sensible? Will that high-flying portfolio keep delivering bumper returns, or are there inherent dangers in not revisiting your fund choices?

Record-breaking markets, geopolitical uncertainty, higher energy prices and changing interest-rate expectations have mad...
06/10/2026

Record-breaking markets, geopolitical uncertainty, higher energy prices and changing interest-rate expectations have made 2026 an eventful year. With three months still to go, we outline four practical steps to review your investments, reassess your circumstances and start getting your portfolio ready for 2027.

Here are four steps to take to increase your chances of being in decent financial shape ahead of the new year.

Think sustainable investing means wind farms, solar panels and electric vehicles? Look under the bonnet and you might be...
06/10/2026

Think sustainable investing means wind farms, solar panels and electric vehicles? Look under the bonnet and you might be surprised. This Good Money Week, we explore five Elite Rated sustainable funds, from global equities to bonds, and reveal how differently their managers define what it means to invest sustainably.

Discover five Elite Rated funds that demonstrate just how broad the sustainable investment landscape has become.

The Federal Reserve has raised rates and, with inflationary pressures lingering, borrowing costs could stay higher for l...
06/10/2026

The Federal Reserve has raised rates and, with inflationary pressures lingering, borrowing costs could stay higher for longer. But that doesn’t necessarily mean abandoning growth stocks or piling into bonds. We explore what this environment could mean for growth, value and fixed income, and why flexibility may matter most.

Fed chair Kevin Warsh was clear that the rate rise showed he was serious about getting inflation under control

Is AI in a bubble? And if it is, where should investors look next? Mikhail Zverec and Graeme Bencke, co-managers of the ...
06/10/2026

Is AI in a bubble? And if it is, where should investors look next? Mikhail Zverec and Graeme Bencke, co-managers of the WS Amati Global Innovation fund, join us to discuss far more than just AI, covering topics from physical AI, robotics and industrial automation through to drug discovery, laboratory automation, radiopharmaceuticals, defence, drones, cyber and space.

AI spending continues to reshape markets, but after several years of extraordinary growth, are the most obvious opportunities becoming harder to find?

Almost 100 million vehicles are sold worldwide each year, but fortunes among the biggest automakers vary dramatically. F...
06/10/2026

Almost 100 million vehicles are sold worldwide each year, but fortunes among the biggest automakers vary dramatically. From Toyota and Tesla to BYD, Ferrari and Kia, we look under the bonnet of the global car industry, the trends shaping its future and the funds investing in some of its biggest names.

Our analysis of the biggest automakers reveals some stocks have risen more than 20% since the start of 2026, while others have plummeted 35%.

From powering AI and the energy transition to strengthening national security, demand for commodities is coming from mul...
06/10/2026

From powering AI and the energy transition to strengthening national security, demand for commodities is coming from multiple directions. At the same time, years of underinvestment have constrained supply. With natural resources funds already delivering strong returns, could the ingredients be falling into place for a new commodity supercycle?

The past 12 months have been an uncomfortable reminder that our technologically sophisticated world still relies on commodities

“Sell in May and go away” is one of investing’s oldest sayings, but following it this year could have proved costly. Mos...
06/10/2026

“Sell in May and go away” is one of investing’s oldest sayings, but following it this year could have proved costly. Most investment sectors delivered positive summer returns, with technology, financials and healthcare leading the way. We reveal the standout sectors – and FundCalibre’s 10 best-performing funds and trusts.

Overall, forty-three out of fifty-seven Investment Association sectors had positive returns during the sunny summer

UK smaller companies have spent years out of favour, but valuations remain exceptionally low and corporate activity is r...
06/10/2026

UK smaller companies have spent years out of favour, but valuations remain exceptionally low and corporate activity is rising. Katen Patel, co-manager of the JPMorgan UK Small Cap Growth and Income Trust, explores whether sentiment could finally be turning, why cash-rich businesses are buying back shares, and where patient investors are finding long-term growth.

UK small-caps have endured a difficult decade, but attractive valuations, stronger balance sheets and improving earnings trends are creating a compelling backdrop.

Global funds are hugely popular with UK investors, but choosing one isn’t as straightforward as it might seem. From qual...
06/10/2026

Global funds are hugely popular with UK investors, but choosing one isn’t as straightforward as it might seem. From quality companies and overlooked small-caps to artificial intelligence, value and sustainability, we highlight six very different global funds and the roles they could play within a diversified portfolio.

Funds in the IA Global sector are ideal for those wanting broad exposure as they must invest at least 80% of their assets in internationally.

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