March Update: Morningstar Fund Rating Changes

FUND RATING NEWS: One fund has been upgraded and seven downgraded this month.

Jeremy Beckwith 8 April, 2015 | 11:53AM
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Welcome to our monthly Fund Ratings update.

Please see below for the list of ratings changes that happened during March 2015. For more detailed information please click on the relevant heading.

Upgraded

Invesco Perpetual UK Growth upgraded from Bronze to Silver

 

Downgraded

 

Artemis UK Smaller Companies downgraded from Gold to Silver

 

AXA Framlington Equity Income downgraded from Silver to Bronze

 

AXA Framlington Monthly Income downgraded from Silver to Bronze

 

BlackRock UK Smaller Companies downgraded from Bronze to Neutral

 

Newton Multi-Asset Balanced downgraded from Silver to Bronze

 

Oyster European Corporate Bonds downgraded from Bronze to Neutral

Skagen Global downgraded from Silver to Bronze

 

Under Review

 

Fidelity Funds Indonesia moved from Silver to Under Review

 

GAM Star US All Cap Equity moved from Bronze to Under Review

 

Henderson Horizon Japanese Equity moved from Under Review to Neutral

 

Henderson Japan Capital Growth moved from Under Review to Neutral

 

Mirabaud – Equities Swiss Small and Mid moved to Under Review

 

Standard Life Global Absolute Return moved from Under Review to Bronze   

 

Standard Life SICAV Global Absolute Return moved from Under Review to Bronze

Standard Life SICAV European Smaller Companies moved from Under Review to Neutral

See all the latest Fund Ratings News 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

Jeremy Beckwith  is Director of Manager Research for Morningstar UK