Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: This week fund analysts reveal a new rating for Fidelity, an upgrade for Stewart Investors and a downgrade for L&G

Morningstar Analysts 24 April, 2018 | 8:12AM

New ratings

Fidelity Global Multi Asset IncomeBronze

Barbara Claus

We have initiated coverage of Fidelity Global Multi Asset Income with a Morningstar Analyst Rating of Bronze. The fund follows a sound, income-oriented multistrategy approach with the aim of achieving an annual distribution of 4%-5% gross of fees. While the track record of this fund since May 2013 is not the longest, most of the underlying strategies in the fund have a longer track record and are of good quality. Our conviction in the fund is also based on the experienced fund managers around Eugene Philalithis and the quality and breadth of resources at Fidelity.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

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 plc616.11 GBP1.33
Fidelity Global Mlt Ast Inc Y-Acc-EUR H11.67 EUR0.27
L&G Sterling Corporate Bond Index I Acc71.82 GBP0.41
Stewart Investors Glbl EM Ldrs B Acc GBP540.13 GBP0.42

About Author

Morningstar Analysts   -

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies