Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: Four downgrades this week, including Miton and M&G, and a new rating for an Investec multi-asset income fund

Barbara Claus 30 July, 2019 | 10:29AM

bronze

 

New Ratings

Investec GSF Global Multi Asset Income – Bronze

Barbara Claus

We have initiated the coverage with a Morningstar Analyst Rating of Bronze. While the history of this strategy since its launch in May 2013 is not the longest, we like its well-structured investment process, executed by a solid management team. Investec’s above average stewardship and below-average fees are additional positives.

Downgrades

LF Miton Cautious Multi Asset – Neutral

LF Miton Defensive Multi Asset – Neutral

Rajesh Yadav

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About Author

Barbara Claus

Barbara Claus  ist Senior Fondsanalystin bei Morningstar

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