Edinburgh Partners European Opportunities - Neutral

FUND RESEARCH UPDATE: Fund Rating downgraded to Neutral

Muna Abu-Habsa 22 January, 2016 | 9:04AM
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Following a recent Morningstar Analyst Ratings meeting, we have downgraded the rating for the Edinburgh Partners European Opportunities fund to Neutral. The fund previously held a Silver rating. While we acknowledge the long experience of fund manager Dale Robertson in European equities, our conviction in his ability to add value over the benchmark through time has waned. Our overarching concern relates to portfolio construction and the extent to which the fund manager has been able to add value from stock selection in recent years, particularly since performance has been disappointing in the context of the degree of risk taken.

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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About Author

Muna Abu-Habsa  is a senior investment research analyst at Morningstar

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