View more on these topics

OBSR upgrades three funds

Three funds have been upgraded from single-A to double-A ratings by OBSR.


Audrey Ryan, the manager of the Aegon UK Opportunities fund, has been credited for “diligent investment approach” on this mandate along with the Ethical Equity fund she runs, which also has an AA-rating.

OBSR says it also has “high conviction” in experienced fund manager Richard Plackett, and has therefore upgraded the BlackRock UK Special Situations fund. The ratings service says he has “proven ability to deliver attractive relative returns through all cap funds in a variety of market conditions”.

Standard Life Investments has also seen an upgrade on the UK Equity Growth fund, which is run by Karen Robertson.

Recommended

The emerging picture

There are challenges when selecting emerging markets equity funds for a multi-manager approach. The sector tends to be treated as a small, marginal and amorphous category within an investment portfolio.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com