Charlemagne Magna Latin American - Bronze

FUND RESEARCH UPDATE: New Fund rating of Bronze.

Ruli Viljoen 28 June, 2013 | 11:16AM
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Following the Morningstar OBSR Analyst Ratings Meeting on 13th June 2013, we have awarded the Charlemagne Magna Latin American fund a Morningstar OBSR Analyst Rating™ of Bronze. Lead manager Ian Simmons has been covering Latin American equities for over a decade and has worked with deputy manager Stefan Herz since 2004. Mr Simmons became lead manager of the fund in July 2009, after spending five years as deputy manager, under Mr Herz’s leadership, and is solely dedicated to this strategy. The team’s long-standing working relationship and in-depth knowledge of local markets have been instrumental to the success of the fund. In addition, the managers’ ability to identify under-researched ideas through the bottom-up driven process and their willingness to invest early have added value for investors over time, and we have confidence in the team’s ability to continue to do so.

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About Author

Ruli Viljoen

Ruli Viljoen  is Head of Manager Selection, Morningstar UK

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