The RSMR monthly fund update - the new recruits from our May review

01 Jun 2021

The RSMR monthly fund update - the new recruits from our May review

Every month we study the universe of funds in the investment marketplace to assess whether they meet our exacting standards and should be given the RSMR seal of approval. 

 

Here are the new recruits from our May review: 

TB Guinness Global Equity Income (the onshore version of the currently rated (offshore) Guinness Global Equity Income fund)   

The TB Guinness Global Equity Income fund was launched in November 2020 as a mirror version of their existing offshore and RSMR-rated Guinness Global Equity Income fund. The process is relatively straightforward to understand and rigidly applied and leads to a focus on quality companies with relatively low levels of debt that have the capability to provide an attractive, growing dividend for a reasonable period of time. The lack of specific focus on dividend yield gives the managers a degree of flexibility with the final stock selection. It provides an additional option for advisers and clients who do not wish to invest in offshore-domiciled funds.

Click here to read the full profile

 

HSBC FTSE 100 Index & HSBC FTSE 250 Index

As with all index tracking processes, the ability to track as close to an index as possible after charges is the key, and HSBC have built this process into a very accurate and detailed replication technique. When combined with lower charges, this is an attractive proposition for those simply wanting to have diversification within the large cap part of the UK equity market without seeking to outperform it.

Click here to read the full profile
Click here to read the full profile

 


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