Investec UK Alpha - Bronze

FUND RESEARCH UPDATE: New fund rating of Bronze

Jeremy Beckwith 25 June, 2015 | 7:48AM
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Following a recent Morningstar Analyst Ratings Meeting, we have initiated coverage of the Investec UK Alpha fund with a Morningstar Analyst Rating of Bronze.

Simon Brazier arrived at Investec with a strong track record in managing UK equity funds, having delivered outperformance at both Schroders and Threadneedle. The consistency of Brazier’s Threadneedle UK fund returns was particularly impressive, with his approach proving resilient through different market conditions. Brazier has brought with him a team of three analysts from Threadneedle.

Although it is still early days at Investec, we have high regard for Brazier’s ability as a portfolio manager of 'core' UK equity funds and believe he has assembled a sufficiently strong team to enable him to execute his investment process effectively.

See the latest Morningstar 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
Ninety One UK Alpha A Acc2,915.87 GBP-0.05Rating

About Author

Jeremy Beckwith  is Director of Manager Research for Morningstar UK

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