Morningstar Fund Ratings: Weekly Round-up

The latest round-up of Morningstar Analyst Rating changes with a number of fund upgrades and downgrades

Francesco Paganelli 17 December, 2019 | 10:29AM

analyst rating

New Ratings 

MFS Meridian Prudent Capital - Silver

Francesco Paganelli 

We have initiated coverage of MFS Meridian Prudent Capital with a Morningstar Analyst Rating of Silver for the fund’s cheapest share classes, with more expensive classes landing at Neutral and Bronze. The fund’s W1 clean share class earns a Silver rating. The strategy is run by a strong trio of portfolio managers, led by veteran investor Barnaby Wiener, with access to a vast research platform. The fund’s robust investment process plays to the group’s strengths and adds to its appeal.

Veritas Global Real Return - Gold

Francesco Paganelli 

We have initiated coverage of Veritas Global Real Return with a Morningstar Analyst Rating of Gold for its cheapest share classes, while more-expensive share classes earn Silver ratings. A dedicated and skilled team of managers and analysts apply a disciplined, distinctive, and replicable process that has worked well for many years. In our view, the fund represents a superior option for investors seeking a time-tested global long-short strategy.

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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.

About Author

Francesco Paganelli  is a Fund Analyst for Morningstar in Italy

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