Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: Fund analyst updates on BGF Global Equity Income, Fidelity Index Japan, iShares S&P 500 and Keystone Investment Trust

Morningstar Analysts 17 May, 2017 | 11:15AM
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New Ratings

BGF Global Equity IncomeNeutral

Jeffrey Schumacher

We think the fund follows a promising strategy for a conservative dividend investor, but we need more team stability to become convinced. The fund has been managed by Stuart Reeve since its inception in November 2010, and co-portfolio manager Andrew Wheatley-Hubbard has been with the fund since 2013. Both are not overly experienced managers, while Wheatley-Hubbard is not fully dedicated to the strategy.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
BGF Global Equity Income D2 USD23.85 USD-0.08Rating
BGF US Basic Value D2123.60 USD-0.21Rating
GS India Equity Base Acc USD33.44 USD-0.51Rating
iShares Core S&P 500 ETF USD Dist43.84 USD-0.75Rating
Keystone Positive Change Investment Ord368.18 GBP2.27Rating
Robeco Sust Global Stars Eqs Fd EUR61.02 EUR0.20Rating

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