Are These 5 Top Rated Funds Due a Turnaround?

These funds have underperformed peers in recent years, but their Morningstar fund rating implies they have better times ahead

Emma Wall 27 February, 2018 | 7:27AM
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£20 twenty pound notes are these top rated funds due a bounce turnaround contrarian investing

Value investing at the tale-end of a market rally is never easy – how do you sort the genuine bargains from the cheap-for-a-reason assets? Where the Morningstar equity rating is there to help stock pickers find undervalued stocks, fund investors can use our manager analysis to pick out OEICs and investment trusts that could be due a bounce.

Morningstar fund analysts award a Gold, Silver or Bronze rating to funds which they think will outperform their sector peers over the medium to long term. This is not a buy recommendation, it is up to the investor to decide whether they would like to add a particular asset class or geography to their portfolio. But once an individual – or their adviser – has identified an opportunity, fund ratings guide you to the best in class.

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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
Rating
ASI Global Equity I Inc210.23 GBP0.31Rating
Jupiter Merlin Income I Inc155.93 GBP-0.04Rating
LF Equity Income C Sterling Inc2.83 GBP0.00
Ninety One Cautious Managed R Acc128.51 GBP-0.02Rating

About Author

Emma Wall  is former Senior International Editor for Morningstar

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