02 Oct 2025
RSMR fund ratings are more than just a badge of quality — they represent trust, due diligence, and a reputation built on rigorous research and expert analysis. Every month we study the universe of funds in the investment marketplace to assess whether they meet our exacting standards and should be given the RSMR seal of approval.
Here are the new rated funds from our September review:
This is a very long running strategy, with a record dating back over 90 years. The strategy is managed in the ‘Capital way’ with nine portfolio managers and a 20% sleeve of the portfolio run by the research team. The fund’s objective is to deliver long-term growth of capital and income by investing in dividend paying companies which will grow and increase distributions over time. The fund looks for stocks with both growth and income characteristics and is viewed as a core rather than a stylistically growth or value offering. Capital believes a focus on dividend paying companies can often provide investors with a degree of resilience at times of market stress.
Culture is clearly very important at the firm and managers across all strategies are extensively home grown, the analysts likewise remain at Capital for many years and often their whole career after joining the group. This sleeve approach ensures diversity of stock ideas which does not seem to have impacted negatively on alpha generation even though the impact of any individual stock is relatively low in any given year.
Click here to read the factsheet for the Capital Group Investment Company of America Fund
The Polar Capital Healthcare Opportunities Fund is a specialist equity strategy investing across the global healthcare sector with the objective of preserving capital and achieving long-term growth. Managed by Dr Gareth Powell and his experienced team of healthcare investment professionals, the fund applies a ‘Growth at a Reasonable Price (GARP)’ style through a diversified portfolio of 30–45 high-conviction holdings. With no benchmark or tracking error constraints, the strategy seeks to outperform the MSCI ACWI Health Care Index while aiming to limit volatility. The management team bring a unique combination of financial and scientific expertise, enabling them to identify opportunities across pharmaceuticals, biotechnology, medical technology, healthcare services, and digital health.
Polar Capital’s investment process is fundamentally research-driven, combining a 20% top-down and 80% bottom-up approach. The result is a concentrated portfolio designed to capture innovation and growth while diversifying across market caps and subsectors to mitigate risk. With a long-term track record, specialist expertise, and a disciplined process, the fund offers investors both exposure to global healthcare and compelling diversification benefits relative to broader equity and fixed income markets.
Click here to read the factsheet for the Polar Capital Healthcare Opportunities Fund (Offshore)
The Blackrock team employ an active, bottom-up, team-based investment approach, which focuses on maximising exposure to Value, Quality and Momentum investment styles. To achieve this the fund focuses on attractively priced, high-quality stocks with positive momentum and by combining these attributes, the team expect that the fund will outperform the index over the long term with greater consistency. The portfolio managers’ ability to have greater conviction toward their underweight stocks differentiates the fund from long-only peers and also offers an increased opportunity set especially when it comes to mid and smaller sized companies.
The ability to express a negative view amplifies the potential for greater returns should the tactical underweights prove to be correct. There is a strong repeatable process which has navigated different investment regimes successfully and when there is a headwind to the strategy, the portfolio managers have learned not to deviate from the process, which has brought strong results over the long term.
Click here to read the factsheet for the Blackrock MyMap Fund Range
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