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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.


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.


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