Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: This week, fund analysts reveal new ratings for Fidelity, an upgrade for iShares and a downgrade for Vanguard

Morningstar Analysts 20 November, 2017 | 4:35PM

New Ratings

Fidelity Asia Pacific Opportunities - Bronze

Mark Laidlaw

This is a distinct offering whose prospects lie squarely with portfolio manager Anthony Srom, lead manager since June 2014 at the SICAV and since launch of the UK-domiciled fund. Srom has been with the firm for 11 years, following the typical Fidelity career path as an analyst before making the move to portfolio manager. He uses the analyst team as a starting point but does the majority of the heavy lifting himself. A firm’s suitability is determined on three criteria – company fundamentals, market sentiment and valuation. To make the grade a firm typically needs ticks in at least two of the three factors, together with an expected total shareholder return of at least 10% per annum.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Henderson European Focus Trust Ord1,227.50 GBX-3.35

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