FE Crown Ratings assess funds on risk-adjusted performance, consistency and volatility relative to peers. Only the top 10% of funds in each sector receive 5 Crowns – making this an important independent endorsement of our approach.

We believe the performance reflects the strength of our investment philosophy:
A data-driven process with a disciplined discretionary overlay
A multi factor approach focusing on quality, relative value, growth and technical inputs
Structured portfolio rebalancing to capture short-term inefficiencies

Since inception, this approach has delivered a track record we are proud of – and this recognition is further validation of the consistency and robustness of our strategy.

A big thank you to our investors, partners and the team at Nutshell for making this possible.