Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: Two upgrades and three downgrades this week, with BlackRock featured in bothe categories

David Holder 9 July, 2019 | 9:52AM

bronze

Upgrades

BlackRock Throgmorton Trust (THRG) – Bronze

David Holder

BlackRock Throgmorton Trust has successfully navigated into a new era under the sole management of the impressive Dan Whitestone following the retirement of the seasoned Mike Prentis. The appointment of Whitestone as sole manager has been seamless and a sensible development as is the broadening out of investment flexibility to bring more alignment with Whitestone’s Hedge Fund. The levers available to him here make him well placed to make use of the broad range of tools and the wide opportunity set available. Our conviction has grown sufficiently to award the trust a Morningstar Analyst rating of Bronze from Neutral. 

Legg Mason WA Asian Opportunities – Bronze

Patrick Ge

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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
BGF Continental Eurp Flex D2 EUR33.29 EUR2.17
BGF European Special Situations D256.21 EUR1.75
BlackRock European Dynamic D Acc769.87 GBP1.50
BlackRock Throgmorton Trust plc603.23 GBP4.73
Legg Mason WA Asian Opps X USD Dis(M)98.47 USD0.28

About Author

David Holder  is a senior investment research analyst at Morningstar

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