Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: This week fund analysts reveal upgrades for Old Mutual and Stewart Investors, and a re-rating for Schroder

Morningstar Analysts 15 May, 2018 | 11:47AM
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Old Mutual UK Smaller Companies Focus – Bronze

Simon Dorricott

Old Mutual UK Smaller Companies Focus has been upgraded to a Morningstar Analyst Rating of Bronze from Neutral. The fund has been managed by Nick Williamson since the start of 2016, and he has shown exceptional performance over this short period of time. This is his first fund management role, but he has considerable experience as an analyst and has adopted the pragmatic team investment approach. Support is provided in terms of both top-down and bottom-up research. The combination of Williamson’s diligent application of the approach and our high regard for the team itself results in this positive rating.

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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
Jupiter UK Sml Coms Focus L GBP Inc21.97 GBP0.30Rating
Schroder European Recovery C Acc9.19 GBP0.07Rating
Stewart Inv APAC and Jpn Sstby B GBP Acc1,936.84 GBP0.97

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Morningstar Analysts   -