Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: Capital Group New Perspective, JP Morgan US Value and Threadneedle UK all receive fund rating updates this week

Morningstar Analysts 24 January, 2017 | 10:37AM
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New Ratings

Capital Group New Perspective Fund – Gold

Francesco Paganelli

This fund is the Luxembourg-domiciled clone of the US-domiciled American Funds New Perspective, which also has a Morningstar Analyst Rating of Gold. We think the strategy and team breed confidence. The managers seek growth across the globe and aim to profit from changes in global trade patterns. We think the firm's multimanager system, which helps them to handle the strategy’s large asset base, also lets each individual play to his or her strength. This factor is compounded by the managers’ long experience, proven abilities, and aligned interests with investors. Outperformance has been the norm here: This fund was launched in October 2015, but its US sibling has built an impressive multidecade history. Last but not least, the fund’s pricing is competitive.

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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
Capital Group New Pers (LUX) Z24.03 USD0.21Rating
JPM US Value C (acc) USD43.46 USD0.47Rating
Threadneedle (Lux) UK Eqs AG GBP Acc28.58 GBP0.19Rating

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Morningstar Analysts   -