Jupiter gains ‘Highly Rated Provider’ status from SharingAlpha

Jupiter Fund Management is the latest fund manager to gain a Highly Rated Provider rating from SharingAlpha, the platform that enables professional fund buyers to rate products and build a track record of fund selection.

SharingAlpha, which is free to use for fund selectors globally, is able to quantify expectations around the future performance of individual funds, based on the selections made on its platform by participating users.

These selections also form the basis of its provision of ratings for fund manufacturers.

The Highly Rated Provider status is is given to providers that have over 50 ratings and on average their fund ratings are above 3 (on the SharingAlpha scale). The option to exhibit the relevant logo on marketing material is now being taken up by fund providers.

As a database, the SharingAlpha ratings are based on expectations of funds’ chances of outperforming in future – rather than being based on past performance data, which drives ratings from other databases.

The three parameters – or 3 P’s – on which the fund rating is determined – which in turn is used to determine Highly Rated Provider status – are factors that are expected to influence future performance: People: The experience and competitive edge of the fund manager and their team; Price: The cost of the fund; Portfolio: The investment strategy.

SharingAlpha later calculates the average ratings assigned to each fund while it only takes into account ratings from those that they can identify as professional fund buyers. Furthermore, in order to improve the quality of the aggregate ratings, instead of using an equal averaging of the rankings they provide a higher weighting to raters that have a better track performance on the platform.

Highly Rated Provider
Allianz Global Investorss GmbH
BlackRock (Luxembourg) SA
Eurizon Capital S.A.
Fidelity (FIL Inv Mgmt (Lux) S.A.)
Fundsmith LLP
Henderson Management SA
Hermes Investment Management Ltd
Invesco Management (LUX) S.A.
JPMorgan Asset Mgmt (Europe) SA r l
Jupiter Fund Management
M&G Group
Morgan Stanley Investment Funds
Nordea Investment Funds SA
Old Mutual Global Investors (UK) Limited
Pictet Asset Management (Europe) SA
Schroder Investment Management Lux S.A.
Source: SharingAlpha

 

ABOUT THE AUTHOR
Jonathan Boyd
Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope. Jonathan has over two decades of media experience in Japan, Australia, Canada and the UK. Over the past 16 years he has been based in London writing about funds and investments . From editing the newsletter of the Swedish Chamber of Commerce in Japan in the 1990s he now focuses on Nordic markets for InvestmentEurope.

Read more from Jonathan Boyd

preloader
Close Window
View the Magazine





You need to fill all required fields!