Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: Fund analyst updates on Henderson Horizon Pan European Equity, BlackRock Global Property Tracker and F&C Navigator funds

Morningstar Analysts 22 May, 2017 | 3:04PM
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New Ratings

BlackRock Global Property Securities Equity TrackerSilver

Kenneth Lamont

This fund provides very low-cost passive exposure to a market segment in which active funds have struggled to outperform their benchmarks. The FTSE EPRA/NAREIT Developed Index provides broad, cap-weighted exposure to REITs and listed real estate companies listed in developed countries globally. The fund has performed admirably, appearing in the top decile when ranked against its surviving category peers on a risk-adjusted basis over 3 and 5 years. With an ongoing charge of just 0.22%, the clean D share class of the fund is among the cheapest in the Morningstar Category.

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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
Allianz German Equity AT EUR230.02 EUR0.48Rating
BMO MM Navigator Balanced A Acc191.30 GBP0.00Rating
BMO MM Navigator Boutiques A Acc266.80 GBP0.11Rating
Foord International A47.00 USD-0.62Rating
iShares Glb Prpty Secs Eq Idx (UK) D Acc244.10 GBP0.29Rating
Janus Henderson Hrzn Pan Eurp Eq H2 EUR20.47 EUR-0.06Rating

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