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From the monthly archives: June 2019

We are pleased to present below all posts archived in 'June 2019'. If you still can't find what you are looking for, try using the search box.

Talking With Richard Buxton

Richard Buxton, Head of UK Equities at Merian Global Investors talks about his 34 years investing, diversity and passion for cooking with Richard Romer-Lee, Square Mile.

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Fund rating removal for the Schroder Multi Manager Diversity fund range

Following our decision in March 2019 to suspend the ratings on the Schroder MM Diversity, Diversity Income, Diversity Balanced and Diversity Tactical funds we have now removed the ratings on these funds. While we think Robin McDonald is a capable lead manager, Marcus Brookes, former head of the team, is a highly experienced investor and he is no longer involved in the management of these funds. The remaining team will also be supporting a number of mandates for Schroders Personal Wealth and now directly report into the multi-asset team at Schroders.

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Fund rating suspension on the BlackRock GF European Focus fund

Following the announcement that the managers, Nigel Bolton and Simon Hunter, of the BlackRock GF European Focus fund will relinquish their portfolio management duties as of today (13th June 2019), we have taken the decision to suspend our AA rating of the fund. Both remain at the firm; Mr Bolton is increasing his focus on his CIO investment leadership responsibilities, whereas Mr Hunter will continue to lead the team's consumer sector coverage.

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Update on the suspension of the LF Woodford Equity Income fund

Following the news that dealing in the LF Woodford Equity Income fund has been suspended for at least 28 days due to an increased level of redemptions, we are reaffirming that our rating on the fund remains suspended.

We placed a suspension notice on the fund's rating in April and it will remain in place while we seek reassurances from Woodford Investment Management over a number of questions we have raised in the interim. When we have a clear view of the future shape of the portfolio and can judge whether this is in line with the best interests of investors and the fund's stated objective, we will reassess the strategy.

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Suspension of the LF Woodford Equity Income fund

Following the news that dealing in the LF Woodford Equity Income fund has been suspended, due to an increased level of redemptions, we are reaffirming that our rating on the fund remains suspended. We have included the link to the firm's statement below.

WIM Statement On LF Woodford Equity Income Fund Suspension
 

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