Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: Fund analyst updates on L&G All Stocks Gilt Index, Foreign & Colonial Investment Trust and AXA Optimal Income among others

Morningstar Analysts 24 April, 2017 | 1:50PM
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New Ratings

L&G All Stocks Gilt IndexSilver

Jose Garcia-Zarate

The opportunity set for active managers to add meaningful value on a consistent basis is limited in the market of UK conventional gilts. A low-cost passive approach with a tight control on costs makes good sense, and this tightly-tracking L&G fund comes across as a compelling investment option, having delivered above-average risk-adjusted returns over three-, five- and ten-year trailing periods. It comes with a competitive ongoing charge of 0.15%.

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