Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: Two Allianz European equity funds, two Legg Mason bond funds and fund updates from Robeco and BlueBay

Morningstar Analysts 7 November, 2016 | 3:30PM

Upgrades

Allianz Europe Equity Growth – Silver

Barbara Claus

We have upgraded Allianz Europe Equity Growth to a Morningstar Analyst Rating of Silver. The fund had previously been rated Bronze. The fund is run with a tried-and-tested process that was established in 2003. Our conviction in the approach has grown over time. We have seen that it has been well-executed since October 2009 by a stable and capable management team, matching earlier results and making the fund’s risk-adjusted returns stand out from benchmark S&P Europe Large-Mid Growth and Europe Large-Cap Growth Equity Morningstar Category peers.

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.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
AB Japan Strategic Val I Acc10,854.79 JPY0.16
Allianz Europe Equity Gr Sel A EUR174.59 EUR-0.48
Allianz Europe Equity Growth AT EUR314.52 EUR-0.37
BlueBay Emerging Mkt Corp Bd R USD211.00 USD-1.51
Legg Mason WA Mcr OppBd A USD Acc148.36 USD0.60
Robeco Global Stars Equities EUR47.95 EUR-0.02

About Author

Morningstar Analysts   -

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies