Rathbone Recovery: Qual. Rating Issued

Rathbone Recovery lacks strong appeal at this point.

Chetan Modi 24 March, 2010 | 4:32PM
Facebook Twitter LinkedIn

We have published a new Morningstar Qualitative Rating and Research Report for Rathbone Recovery.

"Rathbone merged its Special Situations and Smaller Companies funds in July 2009. This fund carries the track record of the small-cap fund but a new strategy was introduced to capitalize on market conditions, so that record has little relevance. The launch smacks a little of trend-hopping given recent events, but in fairness the strategy--if well executed--should work through all stages of the economic cycle...."

The full four-page PDF report can be accessed here. It is free to users of morningstar.co.uk.

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.

Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Rathbone UK Opportunities R Acc  

About Author

Chetan Modi  is a fund analyst at Morningstar OBSR.

© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures