Fund Calibre

The service has been established as a joint venture, which combines the quantitative skills of Albemarle Street Partners and Chelsea's industry-renowned research.

  • A free independent fund ratings service designed for investors
  • One simple Elite Rating
  • Access free fund factsheets and build model portfolios at www.fundcalibre.com


The Elite Rating
Other ratings agencies have all sorts of different ratings including, stars, badges, gold, diamond, platinum, etc. Frankly we think the current ratings only serve to confuse everyone. Is a two star fund good or bad? Is a bronze fund any good? FundCalibre’s Elite Rating is simple and unique. We believe that either a fund manager has the ability to add real value over time for their investors and should qualify for an Elite Rating or they don't.

Other services available on FundCalibre
On the FundCalibre website you will find easy to understand fund notes on many of the Elite Rated funds, including FundCalibre's opinion, which you can use to validate or narrow down your investment choices.
You can also build, save and track your own model portfolios of Elite Rated funds. You can analyse how the addition of funds will impact on your overall asset allocation. You can also examine your portfolio’s performance. If you want to learn more about investments you can visit the knowledge centre, which contains free information guides as well as articles and fund manager interviews.

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Published on 13/10/2014