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
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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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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
Artemis Global Select I Acc1.76 GBP0.17Rating
AXAWF Global High Yield Bds F Cap USD176.17 USD0.45Rating
C WorldWide Global Equities 1A211.90 USD-0.04Rating
iShares Japan Equity Index (UK) D Acc282.50 GBP-0.35Rating
Uni-Global Equities World SA-USD2,145.01 USD0.18Rating

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