Ratings Roundup

Following the news that current co-portfolio manager Derek Deutsch will be retiring at the end of 2024; we have assessed the proposed new portfolio manager structure which will come into effect as leaves the business.

From the end of 2024, the strategy’s dedicated portfolio analysts Benedict Buckley and Dimitry Dayen will become portfolio managers alongside incumbent co-portfolio manager Mary Jane McQuillen, who, alongside Mr Deutsch, were architects of this strategy. Mr Buckley has extensive knowledge of the strategy, having been a dedicated portfolio analyst since 2017, whilst Mr Dayen was promoted to portfolio analyst in January 2024 having been a sector analyst focusing on the renewables and industrials sectors. We believe the increase in decision makers is positive, with Ms McQuillen providing suitable continuity and mentorship for the incoming portfolio managers. Therefore, we have decided to retain the fund’s Responsible A rating.

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