FundCalibre planning trust ratings roll-out

Added 14th October 2016

FundCalibre is responding to growing demand for investment trusts as it plans to roll out closed-ended ratings next year.

FundCalibre planning trust ratings roll-out

Managing director Darius McDermott said the company had been having early stage meetings with a handful of fund managers and intends to have a suite of investment trust ratings available at some point in 2017.

Expecting to initially represent a trusts from the major sectors, such as Japan, Europe, Asia, UK equity income, global income and global ‘titan’ products, he said while Chelsea Financial Services restricted its research to those products it was able to offer on its platform, FundCalibre was looking at this from the perspective of breadth of service.

With the Association of Investment Companies showing support for the decision, he had already taken meetings with managers of trusts from Henderson, Baillie Gifford and Invesco Perpetual.

McDermott said: “There is a plan of work in place; we are conducting manager meetings with the intention of launching a limited suite later this year or early next year that we could then grow throughout 2017.”

FundCalibre was using AlphaQuest to perform quantitative screenings before qualitative research would be undertaken, determining a probability of future alpha generation.

McDermott added that this would help ensure the independence of the rating.

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