Neptune Global Equity - Bronze

FUND RESEARCH UPDATE: Fund rating moved to Bronze

Jeremy Beckwith 9 April, 2015 | 6:00AM
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Following a recent Morningstar Analyst Ratings Meeting, we have downgraded the Neptune Global Equity fund to a Morningstar Analyst Rating™ of Bronze. The fund previously held a Silver rating. The fund continues to boast many of the features we like to see: a talented and longstanding manager in Robin Geffen, who enjoys the support of an experienced and well-resourced team, coupled with a rigorous and well-thought-through process. However, given the deterioration of its risk/return profile in recent years we believe a Bronze rating provides a better reflection of the fund’s merits.

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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.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Liontrust Global Equity A Acc GBP6.55 GBP-2.13Rating

About Author

Jeremy Beckwith  is Director of Manager Research for Morningstar UK