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RATING REMOVED

RGI European fund Rating Removal

Posted @ 13/03/2025 12:16 Posted in Ratings Roundup

We suspended the RGI European fund’s A rating in December 2024 when River Global announced the news of the impending departure of the strategy’s manager James Sym to Goodhart Partners. Although he was leaving the business, Mr Sym was going to continue managing the fund on a sub-advisory basis, therefore retaining the investment approach. We recently met with Mr Sym at his new group and whilst we can understand the reasons for his move, we feel it is too early into his new venture for us to maintain conviction in the fund's rating given the change of environment and the support surrounding him. Consequently, we have removed the fund from the Academy of Funds.

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