Archived article: This article was correct at the time of publishing. Tax, investments and pension rules can change over time so the information below may not be current.

Investment fund downgrades from the targeted absolute return sector

We have undertaken a review of our list of our rated funds from the targeted absolute return sector and have decided to downgrade the star ratings of a number of funds we currently cover in our research.

Robert Harley Robert Harley
04 July 2017

Why have we downgraded these funds?

Our research will no longer cover the funds listed below. Instead, we will focus our research efforts on a more limited number of alternative ideas from the targeted absolute return sector, in which we have higher levels of conviction.

To reflect the withdrawal of future coverage, we have given each of these funds a one-star ‘switch’ rating, while our alternative, high-conviction ideas will benefit from our ongoing monitoring.

TM Fulcrum Diversified Core Absolute Return

Newton Real Return Institutional

Absolute Insight Equity Market Neutral

Insight Absolute Insight

BNY Mellon Absolute Insight

Artemis US Absolute Return

Kames UK Equity Absolute Return

BH Global Plc

To see our top-rated funds, including funds from the targeted absolute return sector, please visit here.

If you have any questions please give us a call

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 or request a call back.

Important information

This article does not constitute personal advice. If you are in doubt as to the suitability of an investment please contact one of our advisers. Funds may carry different levels of risk depending on the industry sector(s) in which they invest. Targeted Absolute Return funds do not guarantee a positive return and you could get back less than you invested, as with any other investment. Additionally, the underlying assets of these funds generally use complex hedging techniques through the use of derivative products, which can carry additional risks which may not be immediately apparent.