Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: Artemis Global Select, AXA Global High Yield Bonds, Carnegie Worldwide and BlackRock Japan Equity tracker

Morningstar Analysts 7 March, 2017 | 9:45AM

New Ratings

Artemis Global SelectBronze

Fatima Khizou

This fund is managed by a seasoned management team led by Simon Edelsten, who brings a wealth of relevant investment experience. The managers focus on quality companies that are poised to benefit from identified long-term growth trends and which are trading at compelling valuations. We think the investment process is well-thought through and the team’s emphasis on downside protection has resulted in solid risk-adjusted returns since the fund’s 2011 inception. Investors should be aware that the fund is likely to lag in strong rallies but tends to hold up well in downward markets. Overall, we believe the managers’ experience and complementary skills, combined with a disciplined investment approach, should continue to generate attractive returns for investors.

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