Schroder ISF Emerging Markets - Bronze

FUND RESEARCH UPDATE: Fund rating upgraded to Bronze

Lena Tsymbaluk 16 October, 2015 | 7:07AM
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Following a recent Morningstar Analyst Ratings Meeting, we have upgraded the Morningstar Analyst Rating™ of the Schroder ISF Emerging Markets fund to Bronze. The fund previously held a Neutral rating. The manager Allan Conway has successfully managed the fund since October 2004 with the help of the group’s emerging markets team. The approach, which was introduced by Conway upon his arrival at Schroders, is a combination of top-down and bottom-up, looking to derive 50% of added value from country allocation and 50% from stock selection. Overall, we believe that the consistency and discipline of the process has helped contain volatility and cushion losses in down markets and this combined with the strength of resources in the team give us confidence that it will deliver consistent long term returns. The fund therefore earns a Bronze rating.

See the latest Morningstar fund rating news here.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Schroder ISF Em Mkts A Acc USD16.34 USD-0.63Rating

About Author

Lena Tsymbaluk  is a fund analyst at Morningstar.

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