Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: This week Morningstar analysts reveal new ratings for Baillie Gifford and downgrades for JPM and Capital Group

Morningstar Analysts 4 June, 2019 | 10:41AM

New Ratings

Baillie Gifford Japanese Income Growth – Bronze

David Holder

Baillie Gifford Japanese Income Growth is a solid choice for core Japanese equity exposure, and we are initiating coverage with a Morningstar Analyst Rating of Bronze. Baillie Gifford applies a collegial approach to investment. Ideas drawn from across this well-resourced team, with Matt Brett and Karen See responsible for portfolio construction. Stocks are selected on bottom-up analysis, unconstrained by sector or index considerations. There is a leaning to underappreciated growth while keeping a close eye on dividend discipline. Such a balance makes this a fairly core offering in the Japanese equity space. Finally, the fees that investors pay here are competitive versus peers.   

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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.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Baillie Gifford Japanese Inc Gr B £ Inc136.66 GBP2.14
Capital Group Japan Equity (LUX) Z15.59 EUR-0.20
JPM Global Natural Resources A (acc) GBP82.85 GBP1.79
JPM Natural Resources C Net Acc5.95 GBP1.05

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