Changes to our Select Fund Range

We have chosen Morningstar, a global independent investments research company, to select a range of funds for our customers. This range is designed to make it easier for you to choose the right fund(s). It is not a personal recommendation.

The expert team of analysts at Morningstar are always monitoring how the Select Fund Range is performing and may make changes to the funds in the range on a quarterly basis.

We launched our Select Fund Range in March 2018 - the table below shows details of when and why changes have been made to the Select Fund Range.

Name of investment

What’s changed?

Date changed

Name of investment

What’s changed?

Removed.

Analyst rating downgraded from bronze to neutral following internal managerial changes.

Date changed

25/01/2019

Name of investment

What’s changed?

Removed.

Analyst rating downgraded from bronze to neutral following internal managerial changes.

 

Date changed

25/01/2019

Name of investment

What’s changed?

Removed.

A higher U.K. bias has affected returns since the Brexit vote in June 2016 and stock selection has continued to deteriorate. The short and long term strategy are also tied in with the Brexit outcome. Morningstar’s view is that the investment process has declined, the analyst rating has now downgraded this investment from Bronze to Neutral.

Date changed

26/04/2019

Name of investment

What’s changed?

Removed.

Andrew Rose who is a long-standing manager will retire in June 2019. His departure will mark a significant loss in experience. He will be succeeded as lead manager on this fund by Masaki Taketsume. Taketsume has extensive experience analysing Japanese technology stocks but little portfolio-management experience. Analyst rating downgraded from Under Review to Neutral.

Date changed

26/04/2019

Name of investment

What’s changed?

Removed.

Andrew Rose who is a long-standing manager will retire in June 2019. His departure will mark a significant loss in experience. He will be succeeded as lead manager on this fund by Masaki Taketsume. Taketsume has extensive experience analysing Japanese technology stocks but little portfolio-management experience. Analyst rating downgraded from Under Review to Neutral.

Date changed

26/04/2019

Important legal information

Bank of Scotland Share Dealing Service is operated by Halifax Share Dealing Limited. Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.