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Top-rated funds: The rising stars | Trustnet Skip to the content

Top-rated funds: The rising stars

29 February 2012

FE Trustnet takes a break from focusing on past performance and predicts the funds that will begin to sparkle in the near future.

By Lora Coventry,

Senior Reporter, FE Trustnet

All day we’ve been telling you about our top-rated funds – those that are both five-crown rated and run by an FE Alpha Manager.
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Here, we look at the top-rated funds of the future – headed up by an FE Alpha Manager, but lacking a five-crown rating only because of their short history.


First State – Global Emerging Markets Sustainability

Run by FE Alpha Managers David Gait and Millar Mathieson the fund has performed impressively since its launch in April 2009, emerging as a top-quartile performer within its sector in 2010 and 2011.

It achieved this despite exposing itself to less risk than its competitors, which can be seen from its FE Risk Score of 84, meaning it is less of a gamble than investing in the FTSE 100. In comparison its sector has a score of 111.


Scot Wid HIFML Japanese Focus

Run by Japanese equity specialist Nathan Gibbs this fund has returned 62 per cent over three years, double that of its sector.

It does carry slightly more risk, but that is to be expected with this level of outperformance. The fund is small, which may put some investors off. However, if confidence remains in the Japanese market this accelerator fund remains an excellent choice for those looking for exposure.


Scot Wid HIFML Far Eastern Focus

Launched at the same time as its sister fund above, this Far Eastern Focus vehicle differs in that it steers clear of Japan. Since inception it is up by more than 100 per cent.

The fund is headed up by industry stalwart Hugh Young. Financials make up a large bulk of its holdings – 45.4 per cent according to data from FE Analytics.

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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.