Manager Research
all members of our manager research team have over ten years of investment experience.
We have recently covered the domestic range of Bridge funds (Managed Growth, Stable Growth and Equity Income Growth). Their process is quite unique in the local market and they have been very active putting forward a strong message on how their 'Payers and Growers' process is suitable for investors, particularly those drawing income in retirement. We see merit in this approach but have concerns around their ability to execute over time given their capacity as well as the breadth of opportunities in the local market. The fact that the fund approach is quite unique highlights that clients should be aware of the specific risks in these funds compared with a regular balanced fund.
The Managed Growth rating is available now with the Stable Growth and Equity Income Growth ratings to follow shortly.
New rating for Bridge Managed Growth Fund
26 Sep 2017