JOHCM Global Emerging Markets Opportunities - Neutral

FUND RESEARCH UPDATE: Fund rating changed to Neutral.

Ruli Viljoen 31 May, 2013 | 11:27AM
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Following the Morningstar OBSR Analyst Ratings Meeting on 8th May 2013, we have downgraded the JOHCM Global Emerging Markets Opportunities fund to a Morningstar OBSR Analyst Rating™ of Neutral. The fund previously held a Bronze Rating.  While we acknowledge the managers’ experience in emerging markets equities, the risk and return characteristics of the fund since its launch in June 2011 have been disappointing.  We believe a Neutral Rating is a more appropriate reflection of our conviction in the fund’s relative merits at the present time.

To see all the latest fund rating news click 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
JOHCM Global Emerging Mkts Opps GBP B1.43 GBP-0.48Rating

About Author

Ruli Viljoen

Ruli Viljoen  is Head of Manager Selection, Morningstar UK

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