Investec Diversified Growth - Neutral

FUND RESEARCH UPDATE: New Fund Rating of Neutral

Randal Goldsmith 23 February, 2016 | 11:48AM

Following a Morningstar Analyst Ratings Meeting we have initiated coverage of the Investec Diversified Growth fund with a Morningstar Analyst Rating™ of Neutral. The fund has had significant inflows over the past 18 months, taking it to £1.1bn by the end of December 2015 from £130m in the middle of 2014, indicating strong investor interest. The fund targets a long term real return of CPI+5% with half the volatility of equities, and applies an unconstrained multi-asset investment approach to achieve it. While supported by a well-resourced investment team and an inter

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Investec Diversified Gr A Acc121.98 GBP0.77

About Author

Randal Goldsmith  is a Manager Research Analyst with Morningstar.

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