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- Legg Mason IF Royce US Smaller Companies - Downgraded
Rating downgraded
Artemis Strategic Bond – Downgraded
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Fidelity Global Inflation Linked Bond – Downgraded
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Goldman Sachs High Yield Portfolio – Downgraded
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Invesco Perpetual High Yield – Downgraded
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Invesco Sterling Bond – Downgraded
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Newton International Bond – Downgraded
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PIMCO Diversified Income – Downgraded
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PIMCO Emerging Markets – Downgraded
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Royal London Duration Hedged Credit – Downgraded
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Templeton Global Bond – Downgraded
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Legg Mason IF Royce US Smaller Companies - Downgraded
Rating downgraded
GAM Star GAMCO - Downgraded
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GAM International Growth & Value - Downgraded
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M&G Global Leaders - Downgraded
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Artemis Global Growth - Downgraded
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Aberdeen Global World Equity/Aberdeen World Equity - Downgraded
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CF Odey Opus - Downgraded
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Standard Life UK Equity High Income - Downgraded
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Artemis Capital - Downgraded
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Franklin UK Equity Income - Downgraded
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Fidelity Special Situations - Downgraded
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Jupiter UK Growth - Downgraded
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Old Mutual UK Mid Cap - Downgraded
New Rating
Aviva Investors Multi-Strategy Target Income - New rating
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Man GLG Japan CoreAlpha Professional - Downgraded
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AXA Framlington UK Smaller Companies - Downgraded
Suspended
AXA Framlington UK Smaller Companies - Rating suspended
New Rating
Evenlode Income - New rating
New Rating
Lazard Global Listed Infrastructure Equity - New rating
Rating downgraded
MedicX Fund - Downgraded
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Fidelity UK Smaller Companies - Downgraded
New Rating
Henderson UK & Irish UK Smaller Companies - New Rating
Rating upgraded
Newton Global Income - Upgraded
Rating downgraded
Alliance Trust - Downgraded
New Rating
Fidelity Global Dividend - New rating
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Newton Asian Income - Downgraded
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Henderson European Selected Opportunities - Downgraded
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Schroder European Alpha Plus - Downgraded
Not rated
AXA distribution – Rating suspended
New Rating
Trojan Income - New rating
New launch
Jupiter Asian Income
New Rating
Jupiter Asian Income - New rating
Rating upgraded
First State Greater China Growth - Upgraded
New Rating
Guinness Global Energy - New rating
New Rating
SSGA SPDR Barclays US Treasury Bond ETF GBP - New rating
New Rating
Vanguard US Government Bond Index GBP Hedged - New rating
Not rated
Jupiter Merlin Growth Portfolio - Downgraded
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Jupiter Merlin Worldwide Portfolio - Downgraded
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BlueCrest AllBlue - Downgraded
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Legg Mason IF Royce US Smaller Companies - Downgraded
We recently carried out a review of funds that have a Bestinvest star rating and we have downgraded a number of them to one star. Legg Mason IF Royce US Smaller Companies is one of them.
Given the manager’s value-leaning, contrarian approach, performance has lagged badly. A recent concentration in cyclical areas has also worked against it. We have higher conviction in T Rowe Price US Smaller Companies Equity and Schroder US Smaller Companies.
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. Different funds carry varying levels of risk depending on the geographical region and industry sector in which they invest. You should make yourself aware of these specific risks prior to investing. This is not advice to invest.