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Royal London UK Equity Income - Silver

FUND RESEARCH UPDATE: Fund rating upgraded to Silver

Jeremy Beckwith 2 July, 2015 | 7:56AM
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Following a recent Morningstar Analyst Ratings Meeting, we have upgraded the Royal London UK Equity Income fund to a Morningstar Analyst Rating™ of Silver. The fund was previously rated Bronze. Experienced manager Martin Cholwill has, over his decade-long tenure on the fund, consistently applied his proven investment process to good effect. His strategy is sensible for delivering yield and competitive total returns for investors, with a focus on free cash flows and valuations. The fund also enjoys a cost advantage over its rivals, with ongoing charges lower than the category norm. These factors have led to a strong and consistent performance profile over a number of years.

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
Royal London UK Equity Income A769.49 GBP1.61Rating

About Author

Jeremy Beckwith  is Director of Manager Research for Morningstar UK