Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: This week Morningstar analysts reveal upgrades for JPM and downgrades for Woodford and Invesco

Morningstar Analysts 11 June, 2019 | 10:05AM
Facebook Twitter LinkedIn


JPM US Equity Income – Gold

Thomas Lancereau

A long-tenured manager in Clare Hart and a sensible and proven process make JPMorgan US Equity Income one of the best of its kind. Hart is supported by two dedicated analysts, Andrew Brandon and Shilpee Raina, who have been at the firm for 19 and 14 years, respectively. Whilst the fund does not have the highest yield, its returns on both an absolute and risk-adjusted basis are very good. The strategy’s process lends itself to investing in high-quality companies that are able to sustain a stable dividend and are trading at reasonable valuations. This focus on quality has helped to keep the volatility of the portfolio relatively low. Our increasing conviction in this strategy earns it an upgrade to a Morningstar Analyst Rating of Gold, having previously been Silver.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

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.

Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Invesco Euro Corporate Bond Z EUR Acc12.87 EUR-0.35Rating
JPM US Equity Income C Net Acc3.75 GBP1.51Rating
LF Equity Income Z Sterling Acc3.46 GBP0.00Rating
Ninety One Cautious Managed I Acc188.74 GBP0.49Rating

About Author

Morningstar Analysts   -