Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: This week Morningstar analysts reveal an upgrade for Uni-Global and a downgrade for Nedgroup

Morningstar Analysts 19 March, 2019 | 1:14PM

Upgrades

Uni-Global Equities Eurozone – Gold

Mathieu Caquineau

This strategy was launched in 2016 and is the latest addition to Unigestion’s equity fund range. Our favourite strategies usually have a longer history, but the strength of the team, strong evidence that this process can be effective in the region, and an investor-friendly parent makes us comfortable in upgrading Uni-Global Equities Eurozone to a Morningstar Analyst Rating of Gold. It benefits from a rigorous and replicable approach that blends strong quantitative optimisation techniques with fundamental risk assessments. The process has been very successful on the firm’s flagship European equity strategy – Uni-Global Equities Europe – since 2004. 

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Nedgroup Inv Funds Global Cautious E Acc1.00 USD-0.19
Uni-Global Equities Eurozone SA-EUR957.13 EUR0.69

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