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Newton Global Emerging Markets W - New rating
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RobecoSAM Smart Materials Fund - New rating
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Aberdeen Asian Income Fund - Downgraded
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Edinburgh Dragon IT - Downgraded
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Aberdeen New Dawn IT - Downgraded
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Aberdeen Asia Pacific & Japan Equity - Downgraded
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Aberdeen Asia Pacific Equity - Downgraded
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Aberdeen Global Asia Pacific Equity - Downgraded
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P2P Global Investments C-share issue
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Murray International - Downgraded
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Aberdeen World Equity Income - Downgraded
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Templeton Emerging Markets Trust (TEM) - Downgraded
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iShares S&P SmallCap 600 UCITS ETF - New rating
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Montanaro UK Smaller Companies - Downgraded
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Artemis UK Smaller Companies - Downgraded
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Old Mutual UK Smaller Companies - Downgraded
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Franklin UK Smaller Companies - Rating upgraded
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Newton Asian Income - Downgraded
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F&C UK Property fund - New rating
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Lazard Emerging Markets - Downgraded
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Woodford Patient Capital Trust - New rating
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Empiric Student Property - New rating
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TM Sanditon European fund - New rating
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UK Commercial Property Trust - Rating suspended
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BlueCrest BlueTrend (BBTS) - Downgraded
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Newton Global Emerging Markets W - New rating
This fund invests in companies within emerging markets and aims to outperform the MSCI Emerging Market Index in excess of 2% per annum over rolling five-year periods. The team follows a distinct global thematic investment approach and conducts extensive proprietary research.
While Newton Global Emerging Markets fund was launched in July 2015, the manager Robert Marshall-Lee has built a strong four years’ track record with the model portfolio / strategy, having set up the emerging markets team at Newton back in 2011. This growth-style fund also has quality bias being pronounced amid the challenging markets. Although Lee’s fund management track record only extends to a few years, he is a highly experienced investment specialist, having spent around 20 years in the industry. All in all, we believe the manager is capable to add value over the investment cycle, providing investors with robust risk-adjusted returns.
We have assigned the 3 star rating to this fund based on the experience of the manager supported by the stable and strong team.
The fund has been added to our Premier Selection list of funds.
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. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change.
Current or past yield figures provided should not be considered a reliable indicator of future performance.