BGF Global Opps Equity: Qual Rating issued

A change in investment structure for BGF Global Opportunities doesn’t shake our level of conviction here

Mark Laidlaw 11 December, 2009 | 1:44PM
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We have published a new Morningstar Qualitative Rating and Research Report for BGF Global Opportunities.

"May 2009 saw the fund adopt an all-cap approach for global equities, whereas previously it was concentrated in small-cap and more mid-cap names. We see this as broadly positive for investors. Given its penchant for mid-caps we never truly saw the fund previously as a pure small-caps play. The change allows the team greater freedom to select investment ideas from across the market spectrum. We're also comforted by the fact that the team has demonstrated experience in managing global all-cap strategies, having run a US mutual fund since early 2006."

The

p://www.morningstar.co.uk/uk/snapshot/snapshot.aspx?tab=10&id=F0GBR04AQI">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.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
BGF Global Long-Horizon Equity A297.99 USD-0.86Rating

About Author

Mark Laidlaw  Mark Laidlaw is a senior analyst, manager research for Morningstar.

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