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 email@example.com or request a call back.
The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested. This does not constitute personal advice. If you are in doubt as to the suitability of an investment please contact one of our advisers. Past performance is not a guide to future performance. Funds may carry different levels of risk depending on the industry sector(s) in which they invest. You should ensure that you understand the nature of any fund before you invest in it. Bonds issued by major governments and companies will be more stable than those issued by emerging markets or smaller corporate issuers; in the event of an issuer experiencing financial difficulty, there may be a risk to some or all of the capital invested. Please note that historical or current yields should not be considered reliable indicators of future performance.