S&P: Three-Star ‘NEW’ Rating Hunter Hall Global Ethical Trust Hedged Fund
Standard & Poor’s Fund Services today assigned its three-star ‘NEW’ rating to the Hunter Hall Global Ethical Trust Hedged Fund. This is a new product offered by Hunter Hall Investment Management that provides investors with direct hedged exposure to the Hunter Hall Ethical Trust, also rated three stars.
Hunter Hall is a boutique manager with a fundamental bottom-up, benchmark-unaware, value approach.
“After a period of internally led change, the Hunter Hall investment team has remained stable with no departures in the past two years. Pleasingly, the senior members of the firm are highly experienced and have managed money together for a considerable amount of time,” said S&P Fund Services analyst Anthony Karaminas.
“While the general structure of Hunter Hall’s investment process has remained stable, the manager has implemented a number of changes to make it more disciplined. On the whole, we view the changes positively, although we note that there have been a large number of enhancements over the past couple of years and we are keen to observe their continued positive effects,” said Mr. Karaminas.
Established on 28 February 2011, the Hunter Hall Global Ethical Trust – Hedged (GEH) is principally invested in an ethically screened global portfolio of manufacturing, service and distribution businesses. The objective of the GEH is to increase the wealth of its investors by substantially outperforming global stockmarkets, benchmarked by the MSCI World Total Return Index, Net Dividends Reinvested, Hedged into Australian Dollars (MSCI World Hedged), over the medium to long term without incurring significant risk to capital.
