Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: This week, fund analysts reveal new ratings for Fidelity and GAM, upgrades for iShares and L&G, and a downgrade for Schroder

Morningstar Analysts 2 January, 2018 | 3:35PM
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New Ratings

Fidelity Global Dividend - Bronze

Jeffrey Schumacher

Dan Roberts has 15 years of experience at managing equity income mandates and he has run this fund since its inception in 2012. Idea generation is primarily done by Roberts, leveraging on the broader resources available. The fund’s process looks well-structured and is based on a sound philosophy focused on generating a dividend-based total return. Roberts prefers quality companies with a high level of dividend sustainability that can grow their dividends. He applies a long-term focus, as evidenced by the fund’s low turnover rate. The portfolio is managed with conviction and is well-balanced in terms of styles, sectors, and regions, as well as from a dividend perspective. Security selection is key, and the fund has added value for investors in downturns.

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