5 Gold Rated Top Performing Funds

Looking for new fund ideas for your portfolio? We highlight five funds which have secured a coveatable gold rating from Morningstar analysts, and a five-star performance rating

Emma Wall 18 April, 2017 | 3:59PM

Looking for fund ideas to add your portfolio? Morningstar analysts positively rate the funds they think will outperform peers over the medium to long-term based on five criteria; the fund manager, the parent company, past performance, the investment process and the fund’s annual charge.

The highest rating that can be bestowed on a fund is the Gold Rating – although this is not a “buy” recommendation. It is up to the individual investor, or their financial adviser, to decide on the best asset allocation to meet their investment needs. First you decide which asset class, geographical region or sector exposure you want – then you can use Morningstar ratings to find the best possible fund for you.

These five funds are among the few which are currently Gold Rated, plus have secured a five-star performance rating, meaning they have outperformed their peers over a rolling-three-year basis. Note that this does not mean they have delivered the best performance across the entire fund universe, indeed they could have lost money in the past three years, but they are the best in class.

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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
Rating
BlackRock Gold and General A Acc1,451.04 GBP-0.55
Comgest Growth Europe EUR Acc30.18 EUR1.24
Dodge & Cox Worldwide Global Stk GBP Acc26.71 GBP1.58
Schroder Tokyo A Acc £3.41 GBP0.56
Veritas Global Focus A GBP50.51 GBP1.18

About Author

Emma Wall  is former Senior International Editor for Morningstar

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