September Update: Morningstar Investment Trust Rating Changes

INVESTMENT TRUST NEWS: Two trust ratings have been initiated into coverage this month

Jackie Beard, FCSI 1 October, 2014 | 7:00AM
Facebook Twitter LinkedIn

Morningstar analysts have initiated two investment trusts into coverage in the past month, while also placing the Schroder UK Growth trust under review. 

Under Review

Schroder UK Growth moved from Silver to Under Review

Newly Rated

Biotech Growth Trust introduced at Silver

Worldwide Healthcare Trust introduced at Silver

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.

Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Baillie Gifford UK Growth Trust Ord177.00 GBX1.14Rating
Biotech Growth Ord1,030.00 GBX-1.15Rating
Worldwide Healthcare Ord362.00 GBX-1.63Rating

About Author

Jackie Beard, FCSI

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

© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures