Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: Fund analysts reveal a new rating for Invesco's answer to GARS, and upgrade one JPMorgan fund and downgrade a Kames offering

Morningstar Analysts 11 September, 2017 | 10:58AM
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New Ratings

Invesco Global Targeted Return (SICAV)Neutral

Randal Goldsmith

IP Global Targeted Return is Invesco’s alternative to SLI GARS. Its three portfolio managers joined from SLI, where they were senior members of the multiasset team responsible for GARS. The investment approach is similar, aiming for cash plus 5% over three-year rolling periods with less than half the volatility of equities. The fund has flexibility to invest in any liquid asset and without a benchmark index constraint.

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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
Aegon Ethical Equity GBP B Acc291.16 GBP0.79Rating
Invesco Global Tgtd Rets UK Y Acc218.73 GBP0.12Rating
JPM Pacific Equity C (acc) USD40.80 USD0.77Rating

About Author

Morningstar Analysts   -