LONSEC Ratings

Fund Ratings

Product Opinion
The Fund has been initiated with an ‘Investment Grade’ rating. This rating is underpinned by a highly experienced investment team and Investment Committee, with strong co-tenure and shared
experience that extends beyond fund inception. Dedicated operational and risk management oversight, external to the investment team, reinforces a robust
governance framework.

Full report available upon request

Product Opinion
The Fund has been initiated with an ‘Investment Grade’ rating. This rating is underpinned by a highly
experienced investment team and Investment Committee, with strong co-tenure and shared
experience that extends beyond fund inception. Dedicated operational and risk management oversight,
external to the investment team, reinforces a robust governance framework. The Fund additionally features
strong peer relative performance outcomes.

Full report available upon request

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