S&P Capital IQ has launched its first 10-year awards in recognition of those funds whose long-term consistency has merited a grading (formerly an S&P fund rating) for a minimum of 10 consecutive years. Qualifying funds must have remained within the Platinum, Gold or Silver gradings (formerly AAA, AA and A fund ratings) over the period.
Funds who have achieved an S&P Capital IQ long-term grading are listed by fund management group below:
-
BlackRock Investment Managers
BlackRock Balanced Income Portfolio Fund
S&P Capital IQ Fund Grading: Silver
Sector: Asset allocation
BlackRock Global Funds – World Gold Fund
S&P Capital IQ Fund Grading: Platinum
Sector: Specialist
BlackRock Global Funds – World Mining Fund
S&P Capital IQ Fund Grading: Gold
Sector: Global sector funds
BlackRock Global Funds Global Allocation Fund
S&P Capital IQ Fund Grading: Platinum
Sector: Asset allocation
BlackRock Global Funds US Basic Value Fund
S&P Capital IQ Fund Grading: Gold
Sector: America
BlackRock Global Funds World Energy Fund
S&P Capital IQ Fund Grading: Gold
Sector: Global sector funds
BlackRock Gold & General Fund
S&P Capital IQ Fund Grading: Platinum
Sector: Specialist
-
BNY Mellon Global Funds
BNY Mellon Global Equity Fund
S&P Capital IQ Fund Grading: Silver
Sector: Global equities
-
ClearBridge Advisors
Legg Mason Global Funds plc – Legg Mason ClearBridge US Aggressive Growth Fund
S&P Capital IQ Fund Grading: Gold
Sector: America
-
Comgest
Comgest Panda
S&P Capital IQ Fund Grading: Gold
Sector: South East Asia
Magellan
S&P Capital IQ Fund Grading: Platinum
Sector: Global emerging markets
-
Fidelity
Fidelity Funds – World Fund
S&P Capital IQ Fund Grading: Silver
Sector: Global equities
Fidelity Investment Funds – Extra Income Fund
S&P Capital IQ Fund Grading: Gold
Sector: UK fixed income
Fidelity Investment Funds – MoneyBuilder Income Fund
S&P Capital IQ Fund Grading: Platinum
Sector: UK fixed income
-
Findlay Park Partners LLP
Findlay Park American Fund
S&P Capital IQ Fund Grading: Platinum
Sector: America
-
First State Investments (UK)
First State Global Umbrella Fund – China Growth Fund
S&P Capital IQ Fund Grading: Platinum
Sector: Emerging markets Asia
First State Investments – Asia Pacific Fund
S&P Capital IQ Fund Grading: Platinum
Sector: South East Asia
-
Franklin Templeton Investments
Franklin Templeton Investment Funds – Franklin US Government Fund
S&P Capital IQ Fund Grading: Gold
Sector: US fixed income
Franklin Templeton Investment Funds – Templeton Global Bond Fund
S&P Capital IQ Fund Grading: Platinum
Sector: Global fixed income
-
FundQuest
CF FundQuest Investment Funds – CF FundQuest Select Fund
S&P Capital IQ Fund Grading: Silver
Sector: Asset allocation
-
GAM
GAM Global Diversified
S&P Capital IQ Fund Grading: Platinum
Sector: Global equities
GAM UK Diversified
S&P Capital IQ Fund Grading: Platinum
Sector: UK growth
-
Henderson Global Investors
Henderson Horizon Fund – Global Technology Fund
S&P Capital IQ Fund Grading: Gold
Sector: Global sector funds
-
Ignis Asset Management
Ignis Pacific Growth Fund
S&P Capital IQ Fund Grading: Gold
Sector: South East Asia
-
Invesco
Invesco Asian Equity Fund
S&P Capital IQ Fund Grading: Gold
Sector: South East Asia
Invesco Perpetual Far Eastern Investment Series – Asian Fund
S&P Capital IQ Fund Grading: Gold
Sector: South East Asia
Invesco Perpetual Far Eastern Investment Series – Pacific Fund
S&P Capital IQ Fund Grading: Silver
Sector: Pacific
Invesco Perpetual Fixed Interest Investment Series – Corporate Bond Fund
S&P Capital IQ Fund Grading: Gold
Sector: UK fixed income
Invesco Perpetual Fixed Interest Investment Series – Global Bond Fund
S&P Capital IQ Fund Grading: Silver
Sector: Global fixed income
Invesco Perpetual Fixed Interest Investment Series – Monthly Income Plus Fund
S&P Capital IQ Fund Grading: Gold
Sector: Asset allocation
Invesco Perpetual Smaller Cos and Markets Investment Series – UK Smaller Cos Equity Fund
S&P Capital IQ Fund Grading: Silver
Sector: UK growth
Invesco Perpetual UK Investment Series – High Income Fund
S&P Capital IQ Fund Grading: Platinum
Sector: UK equity income
Invesco Perpetual UK Investment Series – Income Fund
S&P Capital IQ Fund Grading: Platinum
Sector: UK equity income
Invesco Perpetual UK Investment Series – UK Growth Fund
S&P Capital IQ Fund Grading: Gold
Sector: UK growth
-
Jupiter Unit Trust Managers
Jupiter High Income Fund
S&P Capital IQ Fund Grading: Gold
Sector: UK equity income
Jupiter Income Trust
S&P Capital IQ Fund Grading: Gold
Sector: UK equity income
-
M&G
M&G Investment Funds – Gilt & Fixed Interest Fund
S&P Capital IQ Fund Grading: Platinum
Sector: UK fixed income
Charifund
S&P Capital IQ Fund Grading: Gold
Sector: UK equity income
-
MFS Investment Management
MFS Meridian Funds – Emerging Markets Debt Fund
S&P Capital IQ Fund Grading: Platinum
Sector: Emerging markets debt
MFS Meridian Funds – European Research Fund
S&P Capital IQ Fund Grading: Silver
Sector: Europe
MFS Meridian Funds – Global Equity Fund
S&P Capital IQ Fund Grading: Gold
Sector: Global equities
-
Neuberger Berman LLC
UBAM – Neuberger Berman US Equity Value Fund
S&P Capital IQ Fund Grading: Gold
Sector: America
-
Orbis Investment Management Limited
Orbis Global Equity Fund
S&P Capital IQ Fund Grading: Platinum
Sector: Global equities
Orbis Japan Equity (US$) Fund
S&P Capital IQ Fund Grading: Platinum
Sector: Japan
Orbis Sicav Japan Equity Fund
S&P Capital IQ Fund Grading: Platinum
Sector: Japan
-
Permal
Permal European Holdings NV
S&P Capital IQ Fund Grading: Gold
Sector: fund-of-hedge-fundsPermal Investment Holdings NV Gold
Permal Japan Holdings NV
S&P Capital IQ Fund Grading: Gold
Sector: fund-of-hedge-funds
-
Petercam Asset Management
Petercam Bonds EUR
S&P Capital IQ Fund Grading: Gold
Sector: European fixed income
-
Standard Life Investments
Standard Life Investments Funds – Corporate Bond Fund
S&P Capital IQ Fund Grading: Silver
Sector: UK fixed income
Standard Life Investments Funds – UK Smaller Companies Fund
S&P Capital IQ Fund Grading: Platinum
Sector: UK growth
-
Union Bancaire Privée, UBP SA
UBAM IFDC Japan Equity Fund
S&P Capital IQ Fund Grading: Platinum
Sector: Japan
-
Union Investment
UniDeutschland
S&P Capital IQ Fund Grading: Silver
Sector: Europe – single countries
UniEuroSTOXX 50
S&P Capital IQ Fund Grading: Silver
Sector: Europe
-
Vontobel Asset Management
Vontobel Fund – Emerging Markets Equity
S&P Capital IQ Fund Grading: Gold
Sector: Global emerging markets
|