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Fund downgrades from the fixed income sector

Fund downgrades from the fixed income sector

Further to our previous fund downgrades from both the equities and alternative asset classes, we have now considered the fixed income asset class.

Focusing the funds available through us

The intention behind downgrading funds is to focus on those that we have conviction in. This means that we are withdrawing future research coverage on the below funds and focusing on alternative investment ideas from the asset class. Downgraded funds may also be unaligned with our current house views and investment philosophy.

Each of the funds we have downgraded has a one-star ‘switch’ rating to reflect the withdrawal of future coverage. This means that you could consider switching into our ideas that we have conviction in and subsequently benefit from our ongoing monitoring.

To see our top-rated funds, including funds from the fixed income sector, please visit here.

Downgraded funds from fixed income

Artemis Strategic Bond – 3 stars to 1 star

Fidelity Global Inflation Linked Bond – 4 stars to 1

Goldman Sachs Global High Yield Portfolio – 3 stars to 1 star

Invesco Perpetual High Yield – 3 stars to 1 star

Invesco Sterling Bond – 3 stars to 1 star

Legal & General Dynamic – 2 stars to 1 star

Newton International Bond – 2 stars to 1

PIMCO Diversified Income – 3 stars to 1 star

PIMCO Emerging Markets Corporate Bond – 2 stars to 1 star

Royal London Duration Hedged Credit – 5 stars to 1 star

Templeton Global Bond – 3 stars to 1 star

Get in touch if you have any questions

If you would like to know more about our recent fund downgrades or you have questions about your investments in general, please call on 020 7189 2400, email best@bestinvest.co.uk or request a call back.

The value of your investment can go down as well as up, and you can get back less than you originally invested.

The Bestinvest Online Investment Service, including any account analysis and investment reports provided by our guidance services, is an online execution-only dealing service for investors who want to make their own investment decisions. It does not provide advice on the suitability of products and investments; if you are unsure about the suitability of any investment you should seek professional advice. Clients of our Investment Advisory Service and Managed Portfolio Service can use the website to obtain current valuations of their investments but cannot trade on these accounts online and should call their adviser if they wish to discuss changes to their investments.

Past performance or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Bestinvest, upon request and on a fee basis. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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