Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: Kames Absolute Return Bond, M&G European Strategic Value, Investec UK Special Situations and Temple Bar Investment Trust

Morningstar Analysts 4 April, 2017 | 8:45AM

New Ratings

Kames Absolute Return BondNeutral

Ashis Dash

The Kames Absolute Return Bond Fund has been managed by two experienced managers, Stephen Snowden and Colin Finlayson, since its inception in September 2011. The managers dynamically allocate across three modules – carry, credit and rates – with the aim of delivering 3-month GBP LIBOR + 2-3% net of fees over rolling three-year periods while minimising volatility and correlation to broader fixed income markets.

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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.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
BGF Global SmallCap A2102.89 USD-0.38
BGF US Basic Value A282.04 USD-0.10
Investec UK Special Situations A Acc911.60 GBP-0.49
JOHCM UK Opportunities B GBP Acc2.67 GBP-0.92
Kames Absolute Return Bond GBP B Acc11.42 GBP0.02
Kames Strategic Bond GBP B Acc145.68 GBP0.21
Temple Bar Ord685.14 GBP-1.42

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