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New Silver Ratings for Investment Trusts

New Morningstar ratings released for 13 investment trusts

Morningstar 19 March, 2012 | 5:09PM

Morningstar has released its second set of investment trust ratings during a conference in Edinburgh, with many funds being granted either Silver or Bronze status.

The new Morningstar Analyst Ratings for UK closed-end funds are:

BlackRock Commodities Income (BRCI) - Bronze

BlackRock Frontiers (BRFI) - Bronze

BlackRock Greater Europe (BRGE) - Silver

BlackRock Latin America (BRLA) - Bronze

Eastern European Trust (EST) - Bronze

F&C Global Smaller Companies (FCS) - Silver

Henderson Asian Growth (HAGT) - Neutral

JPMorgan American (JAM) - Bronze

JPMorgan Global Emerging Markets Income (JEMI) - Bronze

JPMorgan Overseas (JMO) - Bronze

Mercantile (MRC) - Bronze

Schroder Asia Pacific (SDP) - Silver

Schroder Oriental Income (SOI) - Silver

In January, Morningstar issued its first set of analyst ratings and research for closed-end funds. The latest release brings the total number of Morningstar analyst ratings for investment trusts to 45. Morningstar plans to rate 100 investment trusts by the end of this year.

“We’re now covering more of the largest investment trusts by asset size. We’re also responding to market feedback by providing research and ratings on a number of income-focused funds in recognition of the particular benefits that closed-end funds offer,” said Jackie Beard, director of closed-end fund research for Morningstar UK. "Our latest fund ratings offer a mix of new and old, from the likes of BlackRock Commodities Income and JPMorgan GEM Income, which have short histories, to Mercantile, which dates back to 1884. Our investment trust coverage will continue to evolve to ensure it has both meaning and value to investors.”

For more information about Morningstar's Investment Trust rating system, click here.

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