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

05/11/21

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

Chelverton European Select fund

MI Chelverton European Select is managed by a relatively small but very experienced team of stock pickers who specialise in investing in European mid and small cap shares. This fund can provide a high degree of diversification in any Europe ex-UK portfolio with a view to generating a higher level of alpha. It aims to provide capital growth by investing across the market cap spectrum in Europe ex-UK. The team’s philosophy explicitly seeks a blend of value and growth by trading off value (as defined by free cash flow yield) and growth (average sales growth).

Click here to read the full profile

 

Gresham House UK Multi Cap Income fund

The fund aims to deliver attractive total returns and a stable stream of income over the long-term by investing in a portfolio of predominantly small and mid-cap companies listed in the UK. The investment process is driven by bottom-up, fundamental analysis and the resultant portfolio is differentiated from peers as the fund usually avoids traditional large-cap income stalwarts such as oil & gas companies. The sources of income are more diversified than a typical UK equity income fund and there is a focus on quality rather than cyclical names, which has led to lower relative volatility and a low correlation to other funds in the sector. The portfolio is concentrated and is a credible option for diversifying a UK equity allocation.

Click here to read the full profile

 

You can access all our fund profiles on our website for FREE.

RSMR provides impartial, qualitative, forward-looking research for advice businesses. 

You can access RSMR fund ratings, RSMR fund profiles, factsheets, insights, market updates and event information on our website. 

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This information is for UK Professional Advisers only and should not be given to retail clients.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.

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