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RATING UPGRADE

LF Havelock Global Select - Rating Upgrade

Posted @ 13/09/2023 16:05 Posted in Ratings Roundup

We are pleased to announce that we are upgrading the rating of the LF Havelock Global Select fund from a Positive Prospect rating to an A rating. Since the fund was launched five years ago it has been able to consistently outperform its benchmark, the MSCI Enhanced Value index. We are also pleased to see the fund’s AUM grow which has meant that as a firm Havelock London are now generating profit on a monthly basis.

We believe the approach the fund manager Matthew Beddall adopts is sensible - a data driven process with a qualitative overlay. This fund is suitable for long term investors looking obtain exposure to global value stocks.

Visit the LF Havelock Global Select fund page

 

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