Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: This week Morningstar analysts reveal downgrades for Carmignac and Schroders following fund manager changes

Morningstar Analysts 19 February, 2019 | 8:22AM

Funds Downgraded

Carmignac Patrimoine – Neutral

Mara Dobrescu

We have assigned Morningstar Analyst Ratings of Neutral to Carmignac Patrimoine and Carmignac Portfolio Patrimoine. They had been placed under review following a manager change and were previously rated Bronze. After almost two decades at the helm of these strategies, Edouard Carmignac stepped down in January 2019.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Carmignac Patrimoine A EUR Acc669.50 EUR0.34
Schroder ISF US S&M-Cap Eq C Acc USD403.06 USD0.33
Schroder ISF US Smaller Coms C Acc USD205.80 USD0.41
Schroder US Mid Cap Z Acc154.51 GBP0.72
Schroder US Smaller Comp Z Acc150.91 GBP0.81

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