FE Analytics, the independent rating agency, has announced the KHG Balanced Fund has attained a five crown rating.
FE Crown Fund Ratings, ranging from one to five crowns, are designed to help investors identify funds which display superior performance in terms of stockpicking, consistency and risk control. The top scoring 10% of funds in each main asset class will get a five FE Crown Fund Rating.
John Greenwood, CEO of Creechurch Capital, the investment manager to the KHG Fund range, said: “The KHG Balanced Fund has consistently outperformed its benchmark and provided attractive, risk adjusted, returns for its investors. The portfolio primarily consists of collective investment schemes and may utilise actively managed funds, ETFs, investment trusts, structured products and hedge funds.
“Combining these assets within a diversified portfolio with the highly disciplined and active Creechurch Capital investment process has been a successful mix.
“We will continue to leverage the team’s proficiency and reactivity to ensure we retain the 5-crown rating.”
The KHG Balanced Fund is intended to meet the needs of investors who seek growth over the medium-to-long-term and are willing to assume a medium level of risk.
FE Crown Fund Ratings apply to all the main FE universes including unit trusts and OEICs, investment trusts, life funds, pension funds and offshore funds.
KHG Funds and its specialist fund management partners offer a wide and varied range of innovative funds designed to meet a diverse range of investor risk profiles.
Photo - John Greenwood.
