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
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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.


LF Miton Cautious Multi Asset – Neutral

LF Miton Defensive Multi Asset – Neutral

Rajesh Yadav

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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
M&G (Lux) Eurp Strat Val CI EUR Acc11.76 EUR0.25Rating
Ninety One GSF Glb MA Inc IX Inc-2 USD19.60 USD-0.15Rating
Premier Miton Cautious Mlt-Asst B Acc319.11 GBP0.54Rating
Premier Miton Defensive Mlt-Asst B Acc407.70 GBP0.20Rating

About Author

Barbara Claus

Barbara Claus  war von 2012 bis 2019 Fondsanalystin bei Morningstar.