Ratings for Asset Managers

The Crown Fund Rating is a quantitative rating that is based on a fund’s historical performance relative to an appropriate benchmark.

Relying on three key measurements - alpha, volatility and consistent performance, the ratings are designed to help investors distinguish funds that have superior performance in terms of stock picking, consistency and risk control. It is rebalanced twice yearly in January and July.

Passive funds and exchange-traded funds attempt to track their index, with the aim of delivering a return as closely in line with it as possible.

The Passive Crown Fund Rating incorporates the tracking difference, tracking error and fund size to rate consistency. It is rebalanced twice yearly in January and July.

The Alpha Manager Rating is a quantitative rating that distinguishes the top UK fund managers based on alpha generation and outperformance across their career history, allowing investors to instantly identify those managers who have consistently outperformed their peer group over time.

An annual event is held to celebrate winners in key categories at the FE fundinfo Alpha Manager of the Year Awards. To find out more, enquire here. 

Combining multiple ratings and qualitative research, our research team run an outsourced investment proposition for advisers that combines fund selection, risk-targeted portfolio management and governance. The bedrock of our research proposition is its fund list - the FE Investments Approved List. The List is constructed from multiple angles and represents the best funds, fund managers and fund groups in the industry.

ESG Ratings are designed to give investors and fund selectors an indication of a fund’s ESG performance and risk. However, little to no uniform approach in the methodology of ESG ratings and increasing divergence in the market is potentially causing more confusion than clarity.

To support financial advisers in making investment decisions aligned with their clients’ objectives and values, we will be introducing ESG Ratings into FE Analytics to offer a number of data points to assess a fund’s ESG credentials in one place.