Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: This week, fund analysts reveal new ratings for HSBC, L&G and Vanguard passive funds as well as an upgrade for M&G

Morningstar Analysts 20 February, 2018 | 3:39PM

New Ratings

HSBC FTSE All-World Index – Silver

Dimitar Boyadzhiev

HSBC FTSE All-World Index’s strategy is a broad and diversified market index that covers large- and mid-cap stocks from both developed- and emerging-markets countries. Its portfolio aims to capture approximately 90%-95% of these countries’ market capitalisation. The fund’s low ongoing charge of 0.20% provides a competitive advantage over the long term and further supports our conviction in its ability to outperform Morningstar Category peers over the long term. We have therefore awarded it a Morningstar Analyst Rating of Silver.

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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
BlackRock Throgmorton Trust plc601.21 GBP1.90
HSBC FTSE All-World Index C Acc1.92 GBP0.21
iShares MSCI World ETF USD Dist49.34 USD0.55
L&G International Index I Acc165.80 GBP0.55
M&G Pan European Select GBP I Acc2,067.62 GBP-1.01
UBS ETF MSCI World USD A dis227.95 USD-0.48
Vanguard FTSE Dev World UCITS ETF67.92 USD0.50
X MSCI World Swap ETF 1C67.74 USD0.44

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