Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: BGF Asia Pacific Equity, Comgest Growth GEM Promising Companies, Jupiter Absolute Return and Templeton Emerging Markets

Morningstar Analysts 7 December, 2016 | 12:46AM

New Ratings

BGF Asia Pacific EquityNeutral

Germaine Share

Comanagers Oisin Crawley and Chris Hall have been at the helm for a relatively short time, joining the roster here on 2 July 2014 and 30 June 2015, respectively. They use a style-agnostic investment process to achieve a portfolio dividend yield target of 4% over the market cycle. They have brought a few enhancements to the process, such as introducing a more structured framework to analyse dividend strategies. While this has resulted in encouraging fund returns so far, it is still early days and we need more time to build our conviction.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
BGF Asia Pacific Equity Inc A2 USD13.55 USD0.38
Comgest Growth GEM Promis Coms EUR Acc8.84 EUR1.08
Eastspring Inv Japan Dynamic A (hdg)10.66 USD-0.33
Jupiter Absolute Return44.40 GBP0.18
Templeton Emerging Markets A(Ydis)USD30.97 USD-0.55

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