Investec UK Smaller Cos: Qual. Rating Upgraded

Our conviction in Philip Rodrigs’ Investec UK Smaller Companies has increased.

Chetan Modi 3 March, 2010 | 9:24AM
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We have published a new Morningstar Qualitative Rating and Research Report for Investec UK Smaller Companies.

"Rodrigs may not have the depth of experience that many of his peers do: This is his first fund management role, and prior to this he had been covering UK small caps for only a year. But that doesn’t quite tell the whole story. Indeed, since 2002 he had been researching European smaller companies at T.Rowe Price. We are concerned that he’s working alone, but Rodrigs gains some support from three sector specialists in the UK equity team, whose experience averages 13 years and who can contribute when larger-cap companies fall into his universe. As the fund continues to grow in size, though, we’d like to see more dedicated resources."

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.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Ninety One UK Smaller Companies A £ Acc5,266.21 GBP1.32Rating

About Author

Chetan Modi  is a fund analyst at Morningstar OBSR.

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