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


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.

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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.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
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

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