Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: This week, fund analysts reveal new ratings Artisan and iShares, as well as an upgrade for Candriam

Morningstar Analysts 25 September, 2017 | 12:35PM
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New Ratings

Artisan Global ValueSilver

Peter Brunt

This Ireland-domiciled fund is managed as a near-identical clone of the US mutual fund Artisan Global Value, which has a Morningstar Analyst Rating of Silver. Dan O'Keefe and David Samra have managed this fund since its launch in March 2011. They apply the same distinct approach to value investing that they have applied since they joined Artisan Partners in 2002. The approach is primarily bottom-up and focuses on identifying companies with viable business models and sturdy balance sheets that they believe are trading below their intrinsic value.

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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
Artisan Global Value I USD Acc28.03 USD-0.22Rating
Candriam Eqs L Biotech R USD Cap248.38 USD0.74Rating
Invesco FTSE RAFI US 1000 ETF27.42 USD-0.44
iShares S&P 500 EUR Hedged ETF Acc98.52 EUR-0.20
Orbis SICAV Japan Eq (Yen)6,931.93 JPY0.49Rating
Vanguard U.S. 500 Stk Idx Ins Pl € Acc329.76 EUR0.26Rating

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