5 Funds Due a Bounce

THE VALUE INVESTOR: Looking for investment ideas? These five funds are rated highly by analysts, but have recently underperformed their benchmark

Emma Wall 3 April, 2014 | 3:24PM

Successful investors are adept at buying good quality stocks, bond and funds on the cheap, and then profiting when those holdings realise their true value.

While not all investors have the analytical skills required to sort the true undervalued asset from ‘value traps’ it is easy to use professional research to your advantage.

Morningstar analysts identify those funds they expect to deliver positive real returns in the future and award them a Gold, Silver or Bronze rating.

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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.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Artemis UK Smaller Companies R Acc17.07 GBP0.25
Liontrust Global Equity A Acc GBP6.85 GBP2.29
M&G Recovery GBP A Acc301.21 GBP0.72

About Author

Emma Wall  is former Senior International Editor for Morningstar

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