Rating upgraded
JO Hambro CM UK Dynamic - Rating upgraded
- Home
- Investment Research
- Fund rating changes and launches
- 3i Infrastructure (3IN) - Rating suspended
Rating downgraded
BlackRock UK Special Situations - Downgraded
Rating downgraded
JPM US - Downgraded
Rating downgraded
M&G American - Downgraded
Rating downgraded
GAM Star GAMCO US Equity - Downgraded
Suspended
Findlay Park American - Rating suspended
New Rating
Cullen North American High Dividend Value - New rating
New Rating
Dodge & Cox Worldwide US Stock - New rating
New Rating
Invesco Perpetual Global Targeted Returns - New rating
Suspended
Henderson European Selected Opportunities - Rating suspended
Rating downgraded
Henderson UK Property - Downgraded
Rating downgraded
Starwood European Real Estate Finance (SWEF) - Downgraded
Rating downgraded
TR Property IT (TRY) - Downgraded
Rating downgraded
Premier Pan European Property Share - Downgraded
New Rating
UK Commercial property trust - New rating
Rating downgraded
Aviva Investors Property - Downgraded
Rating downgraded
Investec Enhanced Natural Resources - Downgraded
Rating downgraded
Gold Bullion Securities - Downgraded
Rating downgraded
ETFS Physical Gold - Downgraded
Rating downgraded
BlackRock World Mining Investment Trust - Downgraded
Rating downgraded
City Natural Resources High Yield Investment Trust - Downgraded
Rating downgraded
First State Global Resources - Downgraded
Rating downgraded
BlackRock Gold & General - Downgraded
Rating downgraded
Threadneedle Enhanced Commodities - Downgraded
Rating downgraded
Fulcrum Commodity - Downgraded
Rating downgraded
JPM Natural Resources - Downgraded
Suspended
LXB Retail Properties - Rating suspended
Rating downgraded
Schroder Global Real Estate Securities (SGRE) - Downgraded
Rating downgraded
Schroder Global Property Income Maximiser - Downgraded
Rating downgraded
Schroder Global Property Securities - Downgraded
Rating downgraded
Legg Mason US Smaller Companies - Downgraded
Suspended
Legg Mason US Smaller Companies - Rating suspended
New Rating
Legal & General All Stock Gilt - New rating
Suspended
Ignis Absolute Return Government Bond - Rating suspended
Rating downgraded
M&G Recovery - Downgraded
Rating upgraded
F&C UK Real Estate Investments (FCRE) - Rating upgraded
New Rating
Kames Property Income - New rating
Suspended
Ediston Property (EPIC) - Rating suspended
Suspended
Veritas Global Equity Income - Rating suspended
New Rating
Ediston Property - New rating
New Rating
Standard Life Equity Income IT - New rating
Rating downgraded
Schroder Global Property Income Maximiser - Downgraded
Rating downgraded
Schroder Global Property Securities - Downgraded
New Rating
Unicorn UK income - New rating
New Rating
JO Hambro CM UK Dynamic - New rating
New Rating
Majedie UK Equity - New rating
Suspended
Unicorn UK Income - Rating suspended
New launch
Woodford Equity Income
New Rating
JPM Europe Dynamic ex UK - New rating
New Rating
Woodford Equity Income - New rating
New Rating
JO Hambro CM UK Equity Income - New rating
New Rating
Ignis Absolute Return Government Bond - New rating
Suspended
F&C Macro Global Bond - Rating suspended
Rating downgraded
L&G Dynamic Bond fund - Downgraded
Suspended
Legal & General bond funds - Rating suspended
New launch
John Laing Environmental Assets Group (JLEN)
New Rating
GAM Star Technology - New rating
Suspended
Newton Higher Income Fund - Rating suspended
New launch
Renewables Infrastructure Group C-share (TRGC)
New Rating
Renewables Infrastructure Group C-share (TRGC) - New rating
New Rating
John Laing Environmental Assets Group (JLEN) - New rating
New launch
TwentyFour Select Monthly Income (LSE:SMIF)
Rating upgraded
Standard Life UK Equity Income Unconstrained - Rating upgraded
Rating downgraded
Artemis Income - Downgraded
New Rating
TwentyFour Select Monthly Income (LSE:SMIF) - New rating
New Rating
GCP Infrastructure C-shares - New rating
New Rating
iShares £ Corporate Bond 1 to 5 years - New rating
Suspended
3i Infrastructure (3IN) - Rating suspended
Suspended
Schroder UK Core - Rating suspended
New Rating
HSBC FTSE 250 Index - New rating
New Rating
Morgan Stanley Diversified Alpha Plus - New rating
New Rating
Edinburgh Investment Trust - New rating
Rating downgraded
Redefine International (RDI) - Downgraded
Suspended
Investec UK Alpha and UK Smaller Companies - Suspended
Suspended
BlackRock Commodities Income - Suspended
New Rating
F&C Global Real Estate Securities - New rating
Rating downgraded
Schroder Global Property Securities - Downgraded
Rating upgraded
SWIP Property Trust - Rating upgraded
Rating upgraded
M&G Property Portfolio - Rating upgraded
Rating upgraded
Henderson UK Property - Rating upgraded
Rating downgraded
Schroder Global Property Income Maximiser - Downgraded
Suspended
3i Infrastructure (3IN) - Rating suspended
Cressida Hogg has announced her intention to leave the 3i Group at the end of March. She has worked at 3i for more than 18 years during which time she co-founded 3i’s infrastructure business in 2005 and became its Managing Partner in 2009. After her departure greater responsibility will be given to three existing members of the team that currently manages 3i Infrastructure.
Hogg was responsible for managing the investment advisory team and for all aspects of 3i Group’s infrastructure investment business, including investment appraisal, portfolio management and investor relations activities. She also had a board position at AWG, the investment company’s largest investment.
Her role was clearly significant for 3i Infrastructure and we doubt that her considerable experience will be easily matched by the proposed internal promotions. We have suspended our two-star rating pending more detailed understanding of the new management structure and of individual team members’ skills.
Historical or current yields quoted should not be considered an indication of future returns. The value of investments, and the income derived from them, can go down as well as up and you may get back less than you originally invested. Due to their nature, specialist funds can be subject to specific sector risks. Investors should ensure they read all relevant information in order to understand the nature of such investments and the specific risks involved. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change.
Date
Fund rating