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Dynamic Planner ACE Rated Funds update

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Nigel MurphyPublished: 21 April 2017
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The January update of ACE Rated Funds presents us with an opportunity to introduce a number of significant improvements to the fund research conducted by Dynamic Planner.

Based on the feedback from advisers, customers, and asset managers, it was clear that the research needed to focus on the strengths of the process, and present the results in a much simpler and clearer way. For that reason we are changing from the current four ACE awards to just two awards -  Premium Fund and Select Fund.  Whilst the Research process has already changed, Dynamic Planner itself will display the changes following the system update on May 4th 2017.

02 premium medium.png 02 select medium.png

 

The methodology for achieving an award has not changed, except that now we do not rate any funds that are not an appropriate fit for the Dynamic Planner Asset and Risk Models. This means that the criteria used to give an ACE 1 award will no longer be used. In future, the only difference between the two awards will be the time period used in the analysis; 5 years for Premium Funds and shorter periods for Select Funds.

The core of our process is a combination of quantitative and qualitative analysis. The quantitative analysis combines measures of performance, risk, outperformance frequency, and tracking error relative to the Dynamic Planner Asset and Risk model. The qualitative overlay examines the fund objective, management structure, investment process, costs, and availability to retail investors. This process is unique in that it is the only fund research service to analyse funds relative to a specific risk scheme.

Dynamic Planner Research will continue to cover all UK Domiciled IA listed funds whether Multi Asset, Single Asset, Active, or Passive. The awards will be clearly marked in Dynamic Planner to allow easy filtering and selection of rated funds.

Results

The following funds have been added to the list of Dynamic Planner Research Rated Funds and are now live in Dynamic Planner.                                                              

Fund Name

Previous ACE     Rating

New Dynamic Planner Research Award

MI Momentum Factor 4 A Acc

2

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Royal London Sustainable Managed Gro Trust C Acc

2

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Vanguard LifeStrategy 40% Equity Acc

1

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Vanguard LifeStrategy 60% Equity Acc

4

03 premium small.png

Royal London Sustainable Diversified Trust A Inc

4

03 premium small.png

Henderson Institutional Global Care Managed A Acc

4

03 premium small.png

HSBC Global Strategy Balanced Portfolio Ret X Acc

1

03 premium small.png

Henderson Multi-Manager Managed A Inc

3

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Vanguard LifeStrategy 80% Equity Acc

4

03 premium small.png

Jupiter Monthly Income Acc

4

03 premium small.png

BlackRock Consensus 85 I Acc

1

03 premium small.png

F&C Managed Growth 1 Acc

3

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Climate Assets Fund GBP A Acc

1

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Henderson Multi-Manager Active A Acc

3

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Royal London Sustainable World Trust A Inc

4

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Fidelity Open World A Acc

2

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Henderson UK Property PAIF Inc

3

03 premium small.png

Legal & General UK Property Feeder R Acc

3

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Legal & General UK Property R Acc (PAIF)

3

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Henderson Preference & Bond A Net Inc

3

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Aviva Investors Strategic Bond SC 1 Inc

3

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Fidelity China Consumer A Acc

3

03 premium small.png

JPM Europe A Acc

3

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Schroder European A Acc

3

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Artemis US Equity I GBP

2

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Artemis US Select I GBP Acc

2

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Artemis US Smaller Companies I GBP

2

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Fidelity Asia Pacific Opportunities W-ACC

2

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Fidelity UK Opportunities W Acc

2

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MI Chelverton UK Equity Growth B Acc

2

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Evenlode Income B Acc

4

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Invesco Perpetual Income Inc

3

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Invesco Perpetual High Income Inc

3

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Invesco Perpetual UK Enhanced Index (No Trail) Acc

3

03 premium small.png

Legal & General UK Select Equity A Acc

3

03 premium small.png

Lazard MultiCap UK Income Retail Inc

3

03 premium small.png

Jupiter Income Trust

3

03 premium small.png

Invesco Perpetual Glbl ex UK Enhanced Idx NT Acc

3

03 premium small.png

Henderson UK Property PAIF Feeder A Acc GBP

3

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Henderson Institutional Cash Retail Acc

1

03 premium small.png

Fidelity Index Pacific ex Japan P Acc

1

03 premium small.png

BCIF Emerging Markets Equity Tracker L Acc

1

03 premium small.png

Fidelity Index Emerging Markets W Acc

1

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BCIF Continental European Equity Trackr A Acc

1

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Fidelity Index Europe ex UK P Acc

1

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HSBC European Index Inc

1

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Legal & General European Index R Acc

1

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Vanguard FTSE Dvlpd Europe ex-UK Eq Index GBP Inc

1

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BCIF Overseas Corporate Bond Tracker A Acc

1

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BCIF Overseas Government Bond Tracker A Acc

1

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Vanguard UK Inflation-Linked Gilt Index GBP Acc

1

03 premium small.png

BCIF Japan Equity Tracker L Acc

1

03 premium small.png

Fidelity Index Japan P Acc

1

03 premium small.png

HSBC Japan Index Inc

1

03 premium small.png

Legal & General Japan Index R Acc

1

03 premium small.png

BCIF North American Equity Tracker L Acc

1

03 premium small.png

BCIF US Equity Tracker A Acc

1

03 premium small.png

Fidelity Index US A Acc

1

03 premium small.png

HSBC American Index Inc

1

03 premium small.png

Legal & General US Index R Inc

1

03 premium small.png

Vanguard US Equity Index GBP Inc

1

03 premium small.png

Legal & General Sterling Corporate Bond Idx F Acc

1

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BCIF 100 UK Equity Tracker D Acc

1

03 premium small.png

BCIF UK Equity Tracker L Acc

1

03 premium small.png

Fidelity Index UK A Acc

1

03 premium small.png

HSBC FTSE 100 Index Acc

1

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HSBC FTSE All Share Index Inc

1

03 premium small.png

Legal & General (N) Tracker Trust A Acc

1

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Legal & General UK 100 Index R Acc

1

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Legal & General UK Index R Inc

1

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Vanguard FTSE UK AllShareIdx UnitTr InstPls GBP Ac

1

03 premium small.png

Vanguard FTSE UK Equity Income Index GBP Acc

1

03 premium small.png

BCIF UK Gilts All Stocks Tracker L Acc

1

03 premium small.png

Legal & General All Stocks Gilt Index M Inc

1

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Legal & General International Index R Acc

1

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Vanguard FTSE Dvlpd World ex-UK Eq Index GBP Acc

1

03 premium small.png

Architas MA Blended Reserve R Inc

3

03 premium small.png

Architas MA Blended Moderate R Acc

3

03 premium small.png

Architas MA Blended Intermediate R Acc

3

03 premium small.png

Architas MA Blended Progressive R Acc

3

03 premium small.png

Architas MA Blended Growth R Acc

3

03 premium small.png

Premier Multi-Asset Absolute Return A Acc

3

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The following funds have had their award removed from the list of Dynamic Planner Research Rated Funds and will not have an ACE Rated Fund award in Dynamic Planner.

Fund name

ACE Rating

Threadneedle Defensive R Net Acc

1

Henderson Multi-Manager Diversified A Acc

1

Threadneedle Defensive Equity & Bond

1

AXA Ethical Distribution R Acc

4

Schroder MM Diversity A Acc

1

CF Heartwood Cautious Multi Asset B Acc

1

Investec Diversified Income A Acc Net GBP

1

Close Discretionary Diversified Income Pflio A Acc

1

Kames Ethical Cautious Managed Acc B

2

Schroder MM Diversity Balanced A Acc

2

HSBC Open Global Distribution Acc

1

HSBC Open Global Return Acc

1

Margetts Providence Strategy GBP Acc

1

UBS Global Allocation (UK) A Acc

1

CF Heartwood Income Plus Multi Asset A Inc

1

Jupiter Merlin Income Portfolio Acc

1

Aviva Investors Multi-Manager 20-60% SC 1 Inc

1

CF Seneca Diversified Income A Inc

1

CF Seneca Diversified Growth A Acc

1

Newton Osprey GBP Inc

4

SVS Church House Balanced Equity Income A Inc

4

Investec Managed Growth A Acc Net

1

Kames High Yield Bond Acc B

1

Goldman Sachs US Fixed Income Pf Base USD

3

Invesco Perpetual Global Bond Inc

1

FP Octopus Fixed Income B Acc

1

AXA US Short Duration High Yield Bond Z Acc Net

1

PIMCO GIS Emerging Markets Bond E USD Inc

3

Morgan Stanley Sterling Corporate Bond A Acc

3

Artemis High Income R Inc

3

Fidelity Strategic Bond A Inc

1

Neuberger Berman China Equity USD A Acc

1

GAM Star Continental European Equity GBP Acc

1

Threadneedle European Select Ret Net Acc GBX

1

Standard Life Inv European Equity Income Ret Acc

1

Alliance Trust SF European Growth SC2

1

Jupiter European Income Acc

1

Allianz Continental European A Acc

1

Allianz European Equity Income A Acc

1

SVM All Europe SRI A

1

F&C European SmallCap A Inc EUR

4

Threadneedle European Smaller Cos Ret Net Acc GBX

1

CF Morant Wright Nippon Yield A Inc

3

Legg Mason ClearBridge US Lrg Cap Gro A Dis A USD

4

Goldman Sachs US CORE Equity Pf Base USD Snap

4

Legg Mason ClearBridge US Aggr Growth A Dis A USD

3

Smith & Williamson Far Eastern Income and Grwth A

1

Franklin UK Managers Focus

2

Evenlode Income B Acc

3

Majedie UK Focus X Acc

3

Threadneedle Investment II UK Growth Ret

3

Unicorn Outstanding British Companies A Ret Acc

1

Jupiter UK Alpha Acc

3

EdenTree UK Equity Growth A

3

MFM Slater Growth Fund

1

MFM Slater Income A Inc GBP

2

Fidelity Enhanced Income Acc

1

MI Chelverton UK Equity Income Ret Inc

1

MI Downing UK Micro-Cap Growth B Acc

3

Fidelity UK Smaller Companies A Acc

3

AXA Framlington UK Smaller Companies R Acc

3

Royal London UK Smaller Companies A

3

Schroder UK Smaller Companies Acc

1

Goldman Sachs Glo CORE Eq Pf Base USD (Snap)

4

Morgan Stanley Global Brands A GBP Acc

1

Kennox Strategic Value Professional Inc

1

BlackRock Global Income A Acc

1

Standard Life Inv Myfolio Managed I Ret Acc

4

Standard Life Inv Myfolio Managed II Ret Acc

4

Standard Life Inv Myfolio Managed III Ret Acc

4

Standard Life Inv Myfolio Managed IV Ret Acc

4

Standard Life Inv Myfolio Managed V Ret Acc

4

Premier Defensive Growth B Inc

3

Standard Life Inv Glo Abs Ret Strategies Ret Acc

4


A fund can lose it’s award for a number of reasons. The majority of funds above have failed to meet the benchmark required to maintain an award due to a combination of poor performance, risk, outperformance frequency, and tracking error. The funds with 1 ACE no longer meet either the Premium Fund or Select Fund criteria.

2016 was an unusual year, with many active managers suffering from calls made on Brexit, or the US elections. The turnover of  funds has been higher than expected but there is still a good choice across IA sectors and DT asset classes, and in some areas has improved.

In total 315 funds are Dynamic Planner Research Rated, of which 36 are Index Trackers.

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