Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: This week, fund analysts reveal a new ratings for Legg Mason, Oppenheimer and Standard Life as well as a downgrade for Allianz

Morningstar Analysts 30 January, 2018 | 9:34AM
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New Ratings

Legg Mason Western Asset US Core Bond – Silver

Irene Ruiz Espejo

Ken Leech, Western’s CIO, has been at the helm of this strategy since 1990, when the US version of this Irish-domiciled fund was launched. Leech is supported by three experienced co-managers and they leverage Western’s well-resourced macroeconomic and research teams. The process is robust and well executed, combining top-down macro views with security selection. The managers look for long-term fundamental value, aiming at identifying mispriced securities.

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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
Allianz Europe Small Cap Equity WT EUR3,357.23 EUR-0.39Rating
ASI Global Smaller Companies P1 Acc222.21 GBP0.50Rating
Legg Mason WA US Core Bond A USD Dis(D)111.90 USD0.24Rating
PGIM Jennison US Growth USD I Acc330.69 USD0.86Rating
TB Amati UK Smaller Companies B1,728.09 GBP-0.50Rating

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