OBSR upgrades Shah and Woolnough funds

clock

OBSR has upgraded both the £1.2bn M&G Optimal Income and the £2.8bn Fidelity Special Situations funds to AA ratings.

The ratings agency says Fidelity manager Sanjeev Shah, has demonstrated ‘a thorough and detailed knowledge' of the underlying stocks held in the portfolio and offered investors an uninterrupted transition in performance since assuming management from Anthony Bolton in January 2008. It also commended M&G's Richard Woolnough for his performance, experience and skill - while also lauding the benefit he draws from M&G's significant fixed income resources.

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Decoding the conflicting investment advice of Warren Buffett

Decoding the conflicting investment advice of Warren Buffett

'He leaves us with a wealth of opinion and information about markets and investing'

Laith Khalaf
clock 09 December 2025 • 5 min read
Private assets in wealth management: The time for talking is over

Private assets in wealth management: The time for talking is over

'The first barrier to adoption is accessibility through existing infrastructure'

Russell Andrews
clock 08 December 2025 • 4 min read
China: Beyond trade tensions and tariffs

China: Beyond trade tensions and tariffs

'So what do you think about China?'

Gabriel Sacks
clock 05 December 2025 • 4 min read