June Update: Morningstar Investment Trust Ratings Changes

INVESTMENT TRUST NEWS: One fund rating has been upgraded, two downgraded and one moved from Under Review this month

Jackie Beard, FCSI 1 July, 2014 | 9:30AM
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Welcome to our monthly Investment Trust Ratings update.

Please see below for the list of ratings changes that happened during June 2014. For more detailed information please click on the relevant heading.


Henderson European Focus Trust upgraded from Bronze to Silver


Keystone Investment Trust downgraded from Silver to Bronze

Perpetual Income & Growth Investment Trust downgraded from Gold to Bronze

Under Review

Edinburgh Investment Trust moved from Under Review to Bronze






To see all the latest fund rating news click here.

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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About Author

Jackie Beard, FCSI

Jackie Beard, FCSI  is Director of Manager Research Services, Morningstar EMEA

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