Fund Ratings: Upgrades and Initiations

Morningstar OBSR has upgraded ratings on two funds and initiated coverage on a handful of others

Alanna Petroff 6 March, 2013 | 12:30PM
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After months of behind-the-scenes research and meetings, Morningstar OBSR analysts have just formally announced some fund rating upgrades and new fund ratings.

The following funds have achieved either a Silver or Bronze rating from Morningstar OBSR, indicating that the analysts strongly believe that these funds will outperform their peer groups and benchmarks over the long term, on a risk-adjusted basis. This means the funds are expected to perform well and have less worry-inducing volatility compared to other funds.

Here are some comments from Morningstar OBSR analysts about each of the funds:

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Artemis Global Income R Acc1.49 GBP1.49Rating
Artemis Income R Inc2.24 GBP0.95Rating
AXA Framlington Health R Acc2,698.10 GBP0.60Rating
BGF Emerging Europe A2130.85 EUR0.27Rating
FP WHEB Sustainability A286.32 GBP1.34Rating
SLI Global Abs Ret Strats A Acc EUR12.14 EUR0.10Rating
Threadneedle UK Rtl Inc GBP1.42 GBP0.95Rating

About Author

Alanna Petroff

Alanna Petroff  is a financial journalist with Morningstar UK.

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