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Rated fund under review - BlackRock UK Income - July 2017
Mark Wharrier, one of the three co-managers of the fund has left BlackRock and will be joining Troy Asset Management as part of their UK Equity Income team in October 2017. Adam Avigdori and David Goldman (the other two co-managers) will continue to manage the fund and BlackRock are not seeking to appoint a further co-manager. BlackRock have a fifteen strong UK equity team and all their fund managers have dual roles as equity analysts focusing on specific sectors which means their approach is very collaborative and team based. Whilst we recognise this, the fund’s performance...
2 weeks ago
RaynerSpencerMills
25 reputation
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Rated fund under review - Kames UK Equity Absolute Return - June 2017
UNDER REVIEW: This fund has been placed Under Review due to a failure to meet our performance objectives and a recent change in fund manager. Kames UK Equity Absolute Return (c) Rayner Spencer Mills We present all our findings in good faith and we will not be liable for any losses arising or purportedly arising as a result of acting on this information. Our information does not constitute advice or recommendation. ...
3 weeks ago
RaynerSpencerMills
25 reputation
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Rated fund - Pictet Global Environmental Opportunities - June 2017
Pictet are long established in delivering thematic investment solutions for their clients. The Global Environmental Opportunities fund enables investors to gain exposure to a concentrated active portfolio managed by an experienced and well-resourced thematic equites team. At launch in 2010 the fund was branded Environmental Megatrend Selection and provided access to the four existing environmental themed funds that Pictet manage (Water, Clean Energy, Timber and Agriculture) with rebalancig to set weights in each strategy occurring monthly. Due to investor demand, the fund was...
3 weeks ago
RaynerSpencerMills
25 reputation
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Rated fund - Schroder European - June 2017
The focus of this fund is on cheap and de-rated companies where Schroder believe there is a reason for the market to reappraise the situation and re-rate the stock positively. This is never black and white the manager is the arbitrator of what goes into the portfolio. Stocks included have all been through a rigorous debate with the analyst team. The fund’s contrarian style, combined with a focus on identifying future inflection points, means the style bias of the portfolio is constantly changing. To date this has enabled the fund to deliver performance in both growth and value ...
3 weeks ago
RaynerSpencerMills
25 reputation
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Rated fund - Jupiter Global Emerging Markets - June 2017
The approach taken is a fundamental stock picking, where benchmarks do not drive portfolio construction. The emerging market indices tend to be skewed towards larger, often government controlled businesses (SOEs). Rather than looking at companies as either quality, value or growth businesses, the team focus on significant positive change in any type of business. Company meetings are the primary source of investment insights and structured research notes ensure discipline and a common investment language across the team. Ideas are reviewed by the peer group to establish...
3 weeks ago
RaynerSpencerMills
25 reputation
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Rated fund - Artemis Global Emerging Markets - June 2017
The SmartGARP investment process is quantitatively based, so historically has always been vulnerable at times of market inflection points. The team have now refined the process to reduce the impact on portfolio performance of rapid changes in market sentiment, as was seen in the risk off rotation in the market in the early part of 2016. The Emerging Market fund has a higher value content than the European and Global funds which has influenced recent performance. The advantage of this type of quantitative methodology is that a large number of stocks can be screened and analysed, ...
3 weeks ago
RaynerSpencerMills
25 reputation
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Rated funds under review - BlackRock European Funds - June 2017
BlackRock has announced that Vincent Devlin, manager of the RSMR-rated Continental European fund and co-manager on the RSMR-rated European Absolute Alpha fund is to step down from portfolio management duties in the firm’s European equity team with immediate effect. Stefan Gries who was co-manager on the European Absolute Alpha fund alongside Vincent will now be joined by David Tovey as the new co-manager on the fund. Stefan will also assume responsibility for the Management of the Continental European fund and he will be joined by Giles Rothbarth as a new co-manager. Given...
1 month ago
RaynerSpencerMills
25 reputation
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UK General Election - Another Election Surprise
When Theresa May called a General Election in April, an election she didn’t need to call due to the Conservatives already holding an overall majority, albeit a small one, this was not the result she was expecting and certainly was not her desired outcome. At the time of writing the Conservatives are in discussions to form a minority government with the Democratic Unionist Party (DUP) of Northern Ireland. It is still very early days in determining what this will mean in terms of deals, policies, government positions etc. and much will become clearer in the coming days, weeks and...
1 month ago
RaynerSpencerMills
25 reputation
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Rated fund - AXA Ethical Distribution - May 2017
This fund combines AXA’s long-term experience and track record in managing distribution-type funds with a strict negative ethical screening approach to provide investors with a strong, multi-asset, SRI proposition. Investors must be aware that the equity portion is restricted to the UK market, and due to the EIRIS screen, will be biased more towards small and mid-cap names. The fixed income portion is predominantly index-linked and conventional gilts, so these will influence the fund’s absolute and relative performance. Fund Manager Information Jim was appointed Managing...
1 month ago
RaynerSpencerMills
25 reputation
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Great Platform Advice & Suggestion
Hello and thank you for creating a great platform, it is a pleasure to use. I would like to ask a piece of advice as i am new to this: Is it advisable to buy lots of different funds or to research a couple and stick with those. Is it possible when selling to choose the option to sell all or do i have to write a letter for each fund i wish to sell. Suggestions: Would you be able to create a favorite area, as i am enjoying to research funds however each time i have to create a google docs to keep all good funds that i find in. Other than that great platform and enjoying to...
2 months ago
jordanboon0
1 reputation
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Rated fund under review - Threadneedle Global Opportunities - April 2017
The fund has been placed Under Review following a change in manger and the funds relatively disappointing performance. Threadneedle Global Opportunities (c) Rayner Spencer Mills We present all our findings in good faith and we will not be liable for any losses arising or purportedly arising as a result of acting on this information. Our information does not constitute advice or recommendation. ...
2 months ago
RaynerSpencerMills
25 reputation
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Rated fund under review - Goldman Sachs Emerging Market Equity Portfolio - April 2017
The fund has been placed Under Review due to a change in manager. Goldman Sachs Emerging Market Equity Portfolio (c) Rayner Spencer Mills We present all our findings in good faith and we will not be liable for any losses arising or purportedly arising as a result of acting on this information. Our information does not constitute advice or recommendation. ...
2 months ago
RaynerSpencerMills
25 reputation
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Rated fund under review - Goldman Sachs India Equity Portfolio - April 2017
The fund has been placed Under Review due to a change in manager. Goldman Sachs India Equity Portfolio (c) Rayner Spencer Mills We present all our findings in good faith and we will not be liable for any losses arising or purportedly arising as a result of acting on this information. Our information does not constitute advice or recommendation. ...
2 months ago
RaynerSpencerMills
25 reputation
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Rated Fund - Standard Life European Equity Growth - April 2017
This fund was previously under review. The whole process, from asset allocation through to fund selection, utilises the strength of both internal and external resources to form a balanced combination of portfolios. This robust structure forms the basis from which all portfolios are built and provides a consistency across the range. Advisers looking to combine different styles for clients within the MyFolio range can do so knowing the portfolio will have the same underlying characteristics. Within the MyFolio fund range the Market funds have the lowest cost base and, as such, the...
2 months ago
RaynerSpencerMills
25 reputation
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Rated fund - M&G Global Select - April 2017
This fund was previously under review. M&G Global Select provides investors with a concentrated portfolio of quality companies that have ‘economic moats’ to protect their profitability and an element of change helping to drive their value. The fund manager aims to invest in businesses when short-term ‘disruptions’ have provided a clear valuation opportunity. It is a pure bottom-up stock picking fund with the stocks selected from a universe of around 300 companies well known to the fund manager, who has established a very credible track record of managing such a fund. The...
2 months ago
RaynerSpencerMills
25 reputation
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Rated fund - M&G Episode Growth - April 2017
This fund was previously under review. The underlying investment process was originally applied as a macro overlay to the Prudential Life fund. Its successful application led to it being used for external assets, initially in the form of a hedge fund based in the Cayman Islands and as core mandate on segregated accounts, prior to it being applied to M&G’s Multi-Asset funds. M&G’s Multi-Asset team is extremely well resourced. It consists of investment professionals who are experienced in running multi-asset funds, having managed the multi-asset mandates for the Prudential Life...
2 months ago
RaynerSpencerMills
25 reputation
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Rated Fund - Fidelity Enhanced Income -
The stock picking process is exactly the same as the Moneybuilder Dividend Fund. The aim of the overlay strategy is to provide an enhanced income which by its nature reduces fund volatility further, however the premiums received are not sufficient to make this an absolute return type vehicle. In any market sell-off, the key defence to capital value would be stock selection. Looking at performance versus core plain vanilla UK equity income funds, a sideways market where the fund is gaining extra income without having to give up much upside from being called out of stocks would...
2 months ago
RaynerSpencerMills
25 reputation
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Hybrid Portfolio - Significant Risk - April 2017
Quarterly portfolio update for the period 01 January 2017 until 31 March 2017 Overview The portfolio produced a strong, positive return of 6.23% and outperformed its composite benchmark this quarter. From an overall asset allocation perspective, the preference for international equities over UK equities was positive, as was regional positioning. Following the major political changes in the second half of 2016, the first quarter of 2017 was a little quieter, although it marked the inauguration of Donald Trump as US President, who began to lay out his economic and fiscal...
2 months ago
RaynerSpencerMills
25 reputation
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Hybrid Portfolio - Higher Risk - April 2017
Quarterly portfolio update for the period 01 January 2017 until 31 March 2017 Overview The portfolio produced a reasonably strong, positive return of 4.67% and marginally outperformed its composite benchmark this quarter. From an overall asset allocation perspective, the underweight to property and overweight to equities were the main positives based on their relative performance. The preference for international equities over UK equities was also positive, as was regional positioning. Following the major political changes in the second half of 2016, the first quarter of 2017...
2 months ago
RaynerSpencerMills
25 reputation
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Hybrid Portfolio - Medium Risk - April 2017
Quarterly portfolio update for the period 01 January 2017 until 31 March 2017 Overview The portfolio produced a good, positive return of 3.36% but marginally underperformed its composite benchmark this quarter. From an overall asset allocation perspective, the underweight to fixed income and overweight to equities were positives based on their relative performance. The preference for international equities over UK equities was also positive and regional positioning was another positive. Following the major political changes in the second half of 2016, the first quarter of 2017...
2 months ago
RaynerSpencerMills
25 reputation
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