Invesco UK funds and Aviva multi-asset range earn ratings from RSMR

BlackRock mining fund also rated

Elliot Gulliver-Needham
clock • 2 min read

RSMR has rated two Invesco UK funds and Aviva’s multi-asset core range for the first time, while a BlackRock mining fund has also received a rating, Investment Week can reveal.

The Invesco UK Opportunities fund and Invesco UK Enhanced Index fund have not been rated by RSMR before, with the firm praising both funds for their track records. Invesco's UK Opportunities fund, which launched in 1987, has returned 72.8% over the last three years, compared to an IA UK All Companies average of 25%, according to data from FE fundinfo. RSMR analysts lauded the fund's consistent track record, noting its high conviction approach and bottom-up fundamental proprietary research differentiates the strategy from its peers. RSMR adds US equity funds from BNY Mellon and Brow...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Unit trusts/OEICs

Carlyle brings new private equity offering to non-US investors

Carlyle brings new private equity offering to non-US investors

Primary and secondary investments

James Baxter-Derrington
clock 24 June 2024 • 1 min read
Eric Sturdza Investments launches US-focused small and mid-cap strategy

Eric Sturdza Investments launches US-focused small and mid-cap strategy

Strategic US Opportunities fund

Linus Uhlig
clock 18 June 2024 • 1 min read
Schroders launches emerging markets value fund in the UK

Schroders launches emerging markets value fund in the UK

Managed by Vera German and Juan Torres

Cristian Angeloni
clock 17 June 2024 • 2 min read
Trustpilot