Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: This week fund analysts reveal new ratings for Axa WF Framlington and Legg Mason, and upgrades for Artisan and JPM

Morningstar Analysts 9 May, 2018 | 10:47AM

New Ratings

AXA WF Framlington Global Convertibles – Bronze

Mara Dobrescu

Marc Basselier has managed this fund since its inception in late 2010, after building a long and successful track record on the firm’s European convertible-bond offering. He employs a focused, bottom-up-driven strategy, with a long investment horizon, which has proved its worth relative to competitors and to its benchmark index. Nevertheless, the limited resources dedicated to convertible bonds at the firm and the manager’s workload weigh on our degree of conviction to some extent. 

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
Artisan Global Value I USD Acc19.83 USD0.51
AXAWF Fram Global Conv F Cap EUR pf165.74 EUR-0.54
JPM Japan A Net Acc5.77 GBP0.10
JPM Japan Equity A (dist) USD45.63 USD-0.10
Legg Mason WA US Core+ Bd A (G) USD Acc178.10 USD0.59

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