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
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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. 

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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
Artisan Global Value I USD Acc28.21 USD0.38Rating
AXAWF Fram Global Conv F Cap EUR pf184.90 EUR-0.15Rating
JPM Japan A Net Acc6.89 GBP0.47Rating
JPM Japan Equity A (dist) USD57.86 USD0.58Rating
Legg Mason WA US Core+ Bd A (G) USD Acc175.09 USD0.13Rating

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Morningstar Analysts   -