New Rating
TM Hearthstone UK Residential Fund - New rating
- Home
- Investment Research
- Fund rating changes and launches
- Aberdeen Ethical World Equity - Downgraded
Rating downgraded
Newton Global Income - Downgraded
New Rating
Fundsmith Equity - New rating
New Rating
CC Japan Income & Growth Trust (CCJI) - New rating
New Rating
Legg Mason IF Japan Equity - New rating
New Rating
Old Mutual North American Equity - New rating
New Rating
AXA Framlington Japan - New rating
New Rating
T Rowe Price US Smaller Companies Equity - New rating
Suspended
City Natural Resources High Yield Trust - Rating suspended
New Rating
Vanguard FTSE Developed Europe ex-UK Equity Index - New rating
New Rating
Vanguard FTSE Developed World ex-UK Equity Index - New rating
New Rating
Vanguard FTSE UK Equity Income Index - New rating
New Rating
Vanguard UK Government Bond Index - New rating
New Rating
Vanguard UK Inflation-Linked Gilt Index - New rating
New Rating
Vanguard US Equity Index - New rating
New Rating
Fidelity Index Pacific ex Japan - New rating
New Rating
Fidelity Index Japan - New rating
New Rating
Fidelity Index Emerging Markets - New rating
New Rating
Insight Strategic Bond - New rating
New Rating
Henderson Fixed Interest Monthly Income - New rating
New Rating
Fulcrum Diversified Core Absolute Return - New rating
New Rating
JPM Multi-Asset Macro - New rating
New Rating
F&C Responsible Global Equity - New rating
Rating downgraded
Aberdeen Ethical World Equity - Downgraded
New Rating
Standard Life Investments Property Income Trust - New rating
New Rating
ETFS Physical Gold GBP - New Rating
Rating upgraded
BlackRock Gold & General - Upgraded
New Rating
JPM Emerging Markets Income - New rating
New Rating
Loomis Sayles US Equity Leaders - New Rating
New Rating
Old Mutual Global Equity - New rating
New Rating
Jo Hambro CM Global Opportunities - New rating
New Rating
Fidelity Global Enhanced Income - New rating
New Rating
Ardevora Global Long Only Equity - New rating
Rating downgraded
British Empire IT - Downgraded
New Rating
F&C Real Estate Securities - New rating
Rating downgraded
Morgan Stanley Diversified Alpha Plus - Downgraded
New Rating
Ardevora UK Income - New rating
New Rating
Old Mutual UK Equity Income - New rating
New Rating
Newton Global Emerging Markets W - New rating
New Rating
RobecoSAM Smart Materials Fund - New rating
Rating downgraded
Blackrock World Mining Trust - Downgraded
Rating downgraded
Aberdeen Global Indian Equity - Downgraded
Rating downgraded
Aberdeen Asian Income Fund - Downgraded
Rating downgraded
Aberdeen Global Asian Smaller Companies - Downgraded
Rating downgraded
Aberdeen Asian Smaller Companies IT - Downgraded
Rating downgraded
Edinburgh Dragon IT - Downgraded
Rating downgraded
Aberdeen New Dawn IT - Downgraded
Rating downgraded
Aberdeen Asia Pacific & Japan Equity - Downgraded
Rating downgraded
Aberdeen Asia Pacific Equity - Downgraded
Rating downgraded
Aberdeen Global Asia Pacific Equity - Downgraded
New launch
P2P Global Investments C-share issue
Rating downgraded
Murray International - Downgraded
Rating downgraded
Aberdeen World Equity Income - Downgraded
Rating downgraded
Aberdeen World Equity - Downgraded
Rating upgraded
Artemis Global Income - Rating upgraded
New Rating
Threadneedle Dynamic Real Return - New rating
Suspended
BlackRock UK Special Situations - Rating suspended
Rating downgraded
Templeton Emerging Markets Trust (TEM) - Downgraded
Rating downgraded
iShares S&P SmallCap 600 UCITS ETF - New rating
New Rating
SSGA SPDR Barclays 1-5 year Gilt UCITS ETF - New rating
Rating downgraded
Standard Life UK Smaller Companies IT - Downgraded
Rating downgraded
Standard Life UK Smaller Companies - Downgraded
Rating downgraded
Schroder UK 250 Mid Cap - Downgraded
Rating downgraded
Montanaro UK Smaller Companies - Downgraded
Rating downgraded
Artemis UK Smaller Companies - Downgraded
Rating downgraded
Old Mutual UK Smaller Companies - Downgraded
Rating upgraded
Franklin UK Smaller Companies - Rating upgraded
Rating downgraded
Newton Asian Income - Downgraded
New Rating
F&C UK Property fund - New rating
Rating downgraded
Lazard Emerging Markets - Downgraded
New Rating
Fidelity Emerging Markets - New rating
New Rating
F&C European Small Cap ex UK Fund - New rating
Rating downgraded
Templeton Emerging Markets Investment Trust - Downgraded
New Rating
Fidelity UK Smaller Companies - New rating
New Rating
AXA Framlington UK Smaller Companies - New rating
New Rating
Tritax Big Box - New rating
New Rating
Woodford Patient Capital Trust - New rating
New Rating
Artemis Global Income - New rating
New Rating
Empiric Student Property - New rating
Rating downgraded
TM Sanditon European fund - New rating
Suspended
UK Commercial Property Trust - Rating suspended
Rating downgraded
BlueCrest BlueTrend (BBTS) - Downgraded
Rating downgraded
Aberdeen Ethical World Equity - Downgraded
Aberdeen is experienced in managing ethical / socially responsible investing (SRI) products, having begun doing so in the early 1990s. Since then the screening process has expanded and Aberdeen now has an internal SRI team of five analysts that are dedicated to its management. However, the performance of this fund has continued to lag the benchmark and peer group in recent years, due to both asset allocation and stock selection. The fund historically has had relatively high weightings to emerging markets and a low weighting to the US when compared to the benchmark.
The fund has been downgraded to a one-star rating.
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.
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.