Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: Fund analyst updates on two newly rated ETFs from iShares and why Allianz Euro High Yield has been downgraded  

Morningstar Analysts 17 July, 2017 | 11:50AM

New Ratings

iShares € Corporate Bond 1-5 Year ETFBronze

Jose Garcia Zarate

This ETF has delivered returns above most peers – whether active or passive - in the Morningstar EUR Corporate Bond Short-Term Bond category over the past few years. Aside from the positive impact of its low ongoing charge of 0.20%, the fund’s higher-than-average duration, relative to a category where most funds follow a mandate in the 1-3y segment of the maturity spectrum has proved a nice tailwind, not least considering the exceptionally low interest rates in place.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Allianz Euro High Yield Bond R EUR102.97 EUR-0.17
iShares € Corp Bond 1-5yr ETF EUR Dist111.46 EUR-0.20
iShares € Corp Bond ex-Fncl ETF EUR Dist GBP101.63 GBP-0.01

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