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
Facebook Twitter LinkedIn

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.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

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.

Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
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

About Author

Morningstar Analysts   -