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

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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