JPM Russia - Bronze

FUND RESEARCH UPDATE: Fund Rating upgraded to Bronze

Lena Tsymbaluk 16 December, 2015 | 7:21AM
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Following a recent Morningstar Analyst Ratings meeting, we have upgraded the Morningstar Analyst Rating™ of the JPM Russia fund to Bronze. The fund previously held a Neutral rating. The fund benefits from an experienced manager in Oleg Biryulyov, who has managed the fund since November 2007, coupled with a proven bottom-up stock selection approach. The introduction of defined risk controls in December 2011 has resulted in a reduction of the fund’s risk levels, significantly improving its risk-return profile. This has increased our conviction in the manager’s ability to successfully build a high conviction portfolio, while keeping relative risk under control.

See the latest Morningstar fund rating news here.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
JPM Russia A (acc) USD12.78 USD24.97

About Author

Lena Tsymbaluk  is a fund analyst at Morningstar.

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