Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: This week fund analysts reveal new ratings for Schroders and Standard Life with upgrades for Fidelity and iShares

Morningstar Analysts 10 July, 2018 | 7:28AM
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New Ratings

Schroder Global Recovery – Bronze

Peter Brunt

For those seeking a pure-value approach who have a higher tolerance to volatility, there is much to like about this strategy. It benefits from a talented management team, supported by adequate analytical resources, that follows a highly structured investment approach. Nick Kirrage, Kevin Murphy, and Andrew Lyddon have managed the strategy from launch in October 2013, since when returns have been respectable given the strong headwinds facing value investors.

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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
ASI MyFolio Managed III Inst Acc100.88 GBP0.58Rating
Fidelity China RMB Bond A-Acc-EUR14.88 EUR-0.39Rating
iShares European Prpty Yld ETF EUR Dist GBP3,697.25 GBP0.89Rating
Schroder Global Recovery Z Acc GBP0.93 GBP0.25Rating

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Morningstar Analysts   -