Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: This week, fund analysts reveal a new ratings for an HSBC tracker fund, upgrades for two Fidelity funds and a specialist fund wins back its rating

Morningstar Analysts 13 February, 2018 | 6:59AM

New Ratings

HSBC FTSE All Share Index – Silver

Hortense Bioy

Aiming to fully replicate the FTSE AllShare Index at a rock-bottom fee of 0.07%, this fund is a worthwhile proposition for investors looking to gain broad exposure to the UK equity market. We expect the fund to deliver consistent above-average performance in the context of its investment category.

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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.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Fidelity Special Situations3,113.05 GBP-0.41
Fidelity Special Values Ord180.60 GBP0.45
HSBC FTSE All Share Index R Acc5.21 GBP-1.12
River & Mercantile UK Eq Sm Cos B Acc2,277.49 GBP-0.57
Worldwide Healthcare Ord3,525.17 GBP-0.70

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