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Gold Ratings Galore

The Olympics may be over, but these funds are still receiving Gold awards

Alanna Petroff 15 August, 2012 | 4:59PM

Morningstar OBSR analysts have been reaffirming their Gold-ratings on a number of top-notch funds over the last few weeks. This group of highly-regarded funds generally focus on UK investments, but concentrate on investing in different areas, such as small-cap companies or corporate bonds.

Below is a selection of funds that have had their Gold ratings reaffirmed in new analyst reports over the last few weeks:

Aberforth UK Small Companies Fund 
Morningstar Rating: Gold
Brief description: This fund is considered to be a good “supporting player” within a large portfolio. The investment style has a bias towards value-oriented small-cap companies.
Click here to read the latest Morningstar research about this fund 

Schroder UK Alpha Plus Fund
Morningstar Rating: Gold
Brief description: This fund has just celebrated its 10th anniversary and remains one of the best UK equity funds around, according to Morningstar OBSR analysts. However, investors should be prepared for short-term volatility if they buy into this fund. 
Click here to read the latest Morningstar research about this fund

Invesco Perpetual High Income Fund
Morningstar Rating: Gold
Brief description: Morningstar OBSR analysts say that this fund could serve as a core portfolio holding for UK investors who have a total-return mindset.
Click here to read the latest Morningstar research about this fund

Invesco Perpetual Corporate Bond Fund
Morningstar Rating: Gold
Brief description: For some investors, this actively managed corporate bond fund could be used as central  fixed-interest holding. But for others, it could be used as a niche player within a large portfolio.
Click here to read the latest Morningstar research about this fund 

M&G Global Basics Fund
Morningstar Rating: Gold
Brief description: This fund is one of the largest UK-based funds around, with assets under management exceeding £5 billion. The fund focuses on investing in the "global economy’s building blocks - the basic needs and wants of the global population,” explains Morningstar OBSR analyst, Oliver Kettlewell.
Click here to read the latest Morningstar research about this fund

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About Author Alanna Petroff

Alanna Petroff  is a financial journalist with Morningstar UK.