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

Upgrades

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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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Merian UK Smaller Coms Foc A GBP Inc15.74 GBP0.20
Schroder European Recovery C Acc6.76 GBP0.55
Stewart Investors Asia Pacific B Acc GBP1,506.82 GBP1.02

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