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ETFS Physical Gold GBP - New Rating
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BlackRock Gold & General - Upgraded
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Ardevora Global Long Only Equity - New rating
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British Empire IT - Downgraded
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F&C Real Estate Securities - New rating
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Morgan Stanley Diversified Alpha Plus - Downgraded
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Ardevora UK Income - New rating
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Old Mutual UK Equity Income - New rating
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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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Blackrock World Mining Trust - Downgraded
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Aberdeen Global Indian Equity - Downgraded
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Aberdeen Asian Income Fund - Downgraded
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Aberdeen Global Asian Smaller Companies - Downgraded
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Aberdeen Asian Smaller Companies IT - 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
New launch
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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Aberdeen World Equity - Downgraded
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Artemis Global Income - Rating upgraded
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Threadneedle Dynamic Real Return - New rating
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BlackRock UK Special Situations - Rating suspended
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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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SSGA SPDR Barclays 1-5 year Gilt UCITS ETF - New rating
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Standard Life UK Smaller Companies IT - Downgraded
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Standard Life UK Smaller Companies - Downgraded
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Schroder UK 250 Mid Cap - Downgraded
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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
Rating upgraded
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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Fidelity Emerging Markets - New rating
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F&C European Small Cap ex UK Fund - New rating
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Templeton Emerging Markets Investment Trust - Downgraded
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Fidelity UK Smaller Companies - New rating
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AXA Framlington UK Smaller Companies - New rating
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Tritax Big Box - New rating
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Woodford Patient Capital Trust - New rating
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Artemis Global Income - 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.