OBSR launches five year certificate

Morningstar busines OBSR is launching a new certificate scheme to highlight funds that have held an OBSR Fund Rating for five consecutive years or more with the launch of a new certificate scheme.

The five year certificates will be awarded to 128 funds from some 35 firms.

Richard Romer-Lee, joint managing director OBSR, said the certificates in nearly all cases signify longevity of the manager as much as the product, because typically if there is a manager change then OBSR will suspend the product from its ratings service.

“So, to hold one of our new certificates signifies long-term stability as well as performance, compared to the fund’s objectives,” Romer-Lee said.

The funds receiving the certificates are listed as:

Aberdeen Asia Pacific
Aberdeen Asia Pacific & Japan
Aberdeen Emerging Markets
Aberforth UK Small Companies
AEGON Ethical Corporate Bond
AEGON Ethical Equity
AEGON High Yield Bond
AEGON Sterling Corporate Bond
AEGON Strategic Bond
Artemis European Growth
Artemis Global Growth
Artemis High Income
Artemis Income
Artemis Strategic Bond
Artemis UK Smaller Companies
Artemis UK Special Situations
AXA Framlington American Growth
AXA Framlington Equity Income
AXA Framlington Managed Balanced
AXA Framlington Managed Income
AXA Framlington Monthly Income
AXA Framlington UK Select Opportunities
Baillie Gifford American
Baillie Gifford High Yield Bond
Barings European Growth Trust
BlackRock Gold & General
BlackRock UK
BlackRock UK Dynamic
BlackRock UK Smaller Companies
BlackRock UK Special Situations
BlackRock US Dynamic
Cazenove Capital Management European
Cazenove Capital Management UK Growth & Income
Fidelity European Opportunities
Fidelity Global Special Situations
Fidelity MoneyBuilder Global
Fidelity Moneybuilder Income
Fidelity Portfolio
Fidelity South East Asia
Fidelity Wealthbuilder
First State Asia Pacific
First State Asia Pacific Leaders
First State Global Emerging Markets
First State Global Emerging Markets Leaders
First State Global Resources
Franklin Templeton Franklin Mutual Shares
GAM Global Diversified
GAM North American Growth
GAM UK Diversified
Henderson (Gartmore) Cautious Managed
Henderson (Gartmore) European Selected Opportunities
Henderson European Growth
Henderson High Yield Monthly Income
Henderson Japan Capital Growth
Henderson Preference & Bond
Henderson Strategic Bond
Insight Investment Monthly Income
Invesco Perpetual Asian
Invesco Perpetual Corporate Bond
Invesco Perpetual Global Bond
Invesco Perpetual Global Smaller Companies
Invesco Perpetual High Income
Invesco Perpetual Income
Invesco Perpetual Japanese Smaller Companies
Invesco Perpetual Monthly Income Plus
Investec American
Investec Cautious Managed
Investec Global Free Enterprise
Investec UK Special Situations
J O Hambro Capital Management Continental European
J O Hambro Capital Management Japan
J O Hambro Capital Management UK Growth
J O Hambro Capital Management UK Opportunities
JPMorgan Europe
JPMorgan Europe Smaller Companies
JPMorgan Natural Resources
JPMorgan UK Smaller Companies
JPMorgan US
Jupiter Ecology
Jupiter Emerging European Opportunities
Jupiter European
Jupiter Financial Opportunities
Jupiter Global Managed
Jupiter High Income
Jupiter Income
Lazard Emerging Markets
Legg Mason Investment Funds Ltd US Equity
Legg Mason Investment Funds Ltd US Smaller Companies
Liontrust UK Smaller Companies
M&G Corporate Bond
M&G Gilt & Fixed Interest Income
M&G Recovery
M&G Strategic Corporate Bond
Martin Currie Investment Funds Asia Pacific
Martin Currie Investment Funds Japan
Martin Currie Investment Funds North America
Neptune Balanced
Neptune Global Alpha
Neptune Global Equity
Neptune Income
Newton Higher Income
Newton Oriental
Old Mutual UK Select Mid Cap Trust
Old Mutual UK Select Smaller Companies
Polar Capital Global Insurance
Rathbone Blue Chip Income & Growth
Rathbone Income
Rensburg UK Blue Chip Growth
Rensburg UK Equity Income
Rensburg UK Select Growth
Royal London Corporate Bond
Royal London UK Government Bond Trust
Schroder European Alpha Plus
Schroder Tokyo
Schroder UK Alpha Plus
Schroder UK Smaller Companies
Schroder US Mid Cap
Schroder US Smaller Companies
Standard Life Investments Corporate Bond
Standard Life Investments Higher Income
Standard Life Investments UK Equity High Income
Standard Life Investments UK Smaller Companies
SVM Global Opportunities
Threadneedle American Select
Threadneedle European
Threadneedle Global Select
UBS US Equity
Veritas Asian

 

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