BGF Global Opps Equity: Qual Rating issued

A change in investment structure for BGF Global Opportunities doesn’t shake our level of conviction here

Mark Laidlaw | 11-12-09 | E-mail Article

We have published a new Morningstar Qualitative Rating and Research Report for BGF Global Opportunities.

"May 2009 saw the fund adopt an all-cap approach for global equities, whereas previously it was concentrated in small-cap and more mid-cap names. We see this as broadly positive for investors. Given its penchant for mid-caps we never truly saw the fund previously as a pure small-caps play. The change allows the team greater freedom to select investment ideas from across the market spectrum. We're also comforted by the fact that the team has demonstrated experience in managing global all-cap strategies, having run a US mutual fund since early 2006."

The full four page pdf report can be accessed here. It is free to users of Morningstar.co.uk.

Mark Laidlaw is a fund analyst at Morningstar UK. He would like to hear from you, but cannot give financial advice. You can contact the author via this feedback form.
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