Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: Invesco European Growth Equity, Loomis Sayles U.S. Equity Leaders and Schroder Global Emerging Markets 

Morningstar Analysts 27 September, 2016 | 10:28AM
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New Coverage

Invesco European Growth Equity – Silver

Francesco Paganelli

This fund is the Luxembourg-domiciled clone of the US-sold fund Invesco European Growth AEDAX, which has also a Morningstar Analyst Rating of Silver. We think this offering stands out among its Europe large-cap blend peers. The managers have three elements on their side: They have many years of experience, they've been working together as a team for more than a decade, and they stick with the same process that's proved successful here and at sibling funds. The fund’s three-, five-, and 10-year returns through Aug. 31, 2016, all lie in the top quartile of its Morningstar category. While it is relatively more expensive than the category median, we have strong conviction in it overall.

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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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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Invesco Pan Eurp Struct Rspnb Eq CEURAcc35.24 EUR0.08Rating
Loomis Sayles US Growth Eq I/A USD255.40 USD-0.28Rating
Natixis Loomis Sayles US Eq Ldrs N/A £447.22 GBP0.85Rating
Schroder Global Emerg Mkt Z Acc1.14 GBP0.71Rating
Schroder ISF Em Mkts A Acc USD20.95 USD0.41Rating

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