August Update: Morningstar Fund Rating Changes

FUND RATING NEWS: One fund has been upgraded, two downgraded and one initiated into coverage by Morningstar analysts in August

Jeremy Beckwith 8 September, 2015 | 11:25AM
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Welcome to our monthly Fund Ratings update.

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



Invesco Perpetual Income and Invesco Perpetual High Income upgraded from Neutral to Bronze


Standard Life UK Smaller Companies downgraded from Gold to Silver

Odin Finland downgraded from Bronze to Neutral

Under Review

BlackRock Corporate Bond reinstated from Under Review to Bronze

Henderson Horizon Global Property Equities moved from Under Review to Neutral

Newly Rated

Invesco Perpetual UK Strategic Income initiated into coverage at Bronze


Fidelity American rating retained at Neutral

See the latest Morningstar fund rating 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