Disclaimer
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
We all know there are dangers in relying too much on past performance when picking an investment. Nonetheless, our best and most important piece of evidence when it comes to judging a manager’s skill and the potential of a strategy is how it has done in real, live market conditions. Our quantitative ratings are designed to give a superior assessment of past performance, highlighting the best performers when considering risk, the area of investment and the objectives. We look back over five years of performance, aiming to cover a variety of market conditions, and consider a number of performance characteristics that we think are important to investors. We assess performance against a benchmark chosen quantitatively and within peer groups we have selected to give a fair comparison. Our ratings reward the 20 outstanding performers for growth and for income, as well as highlighting the most successful alternative income trusts. The ratings are purely quantitative, meaning the largest asset managers and boutiques are treated alike, and no commercial interests can interfere. Below we reveal the winners for 2025 in the Growth, Income and Alternative Income categories.
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