Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: This week Morningstar analysts reveal upgrades for Aberdeen and M&G, and downgrades for GAM, Threadneedle and Jupiter

Morningstar Analysts 16 April, 2019 | 1:18PM
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Aberdeen Japan Equity – Bronze

AS SICAV I Japanese Equity - Bronze

Aberdeen Japan Ord (AJIT) – Bronze

Jan Nel

Aberdeen Japan Equity’s capable management team and robust investment approach outweigh some uncertainties stemming from the 2017 merger of Aberdeen and Standard Life. As a result, the strategy’s Morningstar Analyst Rating has been upgraded to Bronze from Neutral. The strategy is managed by Aberdeen Standard’s Japan team, which has been led by the impressive Kwok Chern-Yeh since 2011. In meetings over the years, Kwok has been providing solid insights into portfolio holdings and how they tie back to the strategy’s quality investment philosophy. The strategy follows Aberdeen’s patient, bottom- up approach focused on quality and value, and we like that the team has stuck with the strategy’s quality knitting even during challenging periods. Despite a poor showing in 2018, the strategy is a worthy option for Japanese equity exposure because of its strong team and consistent approach.

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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
AS SICAV I Japanese Eq X Acc JPY29.45 JPY0.55Rating
ASI Japanese Equity I Acc317.60 GBP0.00Rating
GAM Star China Equity Ord GBP Acc1.95 GBP1.41Rating
Jupiter Distribution and Growth I Inc115.57 GBP0.30Rating
M&G (Lux) Eurp Strat Val CI EUR Acc11.81 EUR0.18Rating
Threadneedle (Lux) UK Eqs ZG GBP Acc27.30 GBP-0.57Rating

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