OBSR publishes latest ratings updates

Following the OBSR Fund Ratings Meeting on 10th March 2011 OBSR has awarded new ratings to the following funds.

Fund Name

Prior Rating New Rating Effective Date Movement  Domicile
Cazenove UK Smaller Companies None A 21-03-2011 New UK
M&G Asian None  A 21-03-2011 New UK
M&G Global Emerging Markets None A 21-03-2011 New UK
Schroder UK Equity None A 21-03-2011 New UK

 

Cazenove UK Smaller Companies

OBSR has introduced the Cazenove UK Smaller Companies fund to the Ratings Service with an A Rating. The fund is managed by Paul Marriage who runs the fund purely from a bottom-up stock analysis perspective with the aim of outperforming the benchmark by 3% over a rolling calendar year period. OBSR believes the fund is an attractive offering for investors seeking equity exposure to UK smaller companies.

M&G Asian

OBSR has introduced the M&G Asian fund to the Ratings Service with an A Rating. The fund has been managed by Michael Godfrey and Matthew Vaight since March 2008; they have worked in the global equities team at M&G since 2004 and 1996 respectively. Furthermore they share the same investment philosophy as the wider global equity team in preferring undervalued companies which are capable of generating returns that are consistently higher than the cost of capital. The managers aim to maximise total returns by investing in an unconstrained portfolio of Asian securities using a long-term strategy that focuses on bottom-up fundamental analysis to identify companies that are improving their returns on capital or have the ability to sustain high returns for a long period of time.

M&G Global Emerging Markets

OBSR has introduced the M&G Global Emerging Markets fund to the Ratings Service with an A Rating. The fund has been managed by Michael Godfrey and Matthew Vaight since it was launched in February 2009; they have worked in the global equities team at M&G since 2004 and 1996 respectively. Furthermore they share the same investment philosophy as the wider global equity team in preferring undervalued companies which are capable of generating returns that are consistently higher than the cost of capital. The managers aim to maximise total returns by investing in an unconstrained portfolio of emerging markets securities using a long-term strategy that focuses on bottom-up fundamental analysis to identify companies that are improving their returns on capital or have the ability to sustain high returns for a long period of time.

Schroder UK Equity

OBSR has introduced the Schroder UK Equity fund to the Ratings Service with an A Rating. The fund is managed by Errol Francis who has over 10 years of fund management experience, including running similar institutional mandates. The fund aims to achieve long-term growth by investing in a 60-70 stock portfolio where there are limitations to its divergence from the FTSE All-Share index. Mr Francis, who works closely with Head of UK Equities Richard Buxton, also makes good use of the resources of the Schroder UK Equity team in his search for mispriced opportunities. He identifies value stocks both in absolute and relative terms, but also considers growth opportunities where he believes that the market has underestimated the growth potential of the company. OBSR believes the fund provides an excellent opportunity for investors wishing to access a UK equity fund that is benchmark aware.

 

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