Threadneedle UK Growth & Income - Bronze

FUND RESEARCH UPDATE: New Fund rating of Bronze

Ruli Viljoen 31 March, 2014 | 12:46PM
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Following the Morningstar OBSR Analyst Ratings meeting on 13th March 2014, we have awarded the Threadneedle UK Growth and Income fund a Morningstar OBSR Analyst Rating™ of Bronze. The fund has been managed by Richard Colwell since March 2010 and he has successfully executed a long term valuation-based, contrarian strategy that has produced strong risk-adjusted returns during his tenure. Overall we believe the manager’s disciplined approach, coupled with the support of a strong UK equity team, whom we hold in high regard, will serve investors well over the long term.

See the latest Morningstar OBSR fund rating news here.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
CT UK Growth & Income Rtl Inc0.96 GBP0.36Rating

About Author

Ruli Viljoen

Ruli Viljoen  is Head of Manager Selection, Morningstar UK

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