Morningstar Fund Ratings: Weekly Round-up

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

Patrick Ge 7 January, 2020 | 9:54AM
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New Ratings 

Capital Group Global High-Income Opportunities – Silver

Patrick Ge

We have initiated coverage of Capital Group Global High-Income Opportunities with a Morningstar Analyst Rating of Silver for the strategy’s cheaper share classes, while its more expensive share classes are rated Bronze and Neutral. The strategy is managed by seasoned duo Robert Neithart and David Daigle, backed by a growing and sizeable bench. It offers diversified exposure to emerging markets and high-yield debt, leveraging a time-tested approach that plays to Capital Group’s strengths.

Schroder ISF China – Silver

Chloe Qu

We initiated coverage of Schroder ISF China A with a Morningstar Analyst Rating of Silver for its clean share class C. Lead portfolio manager Jack Lee is a veteran investor who has run the strategy since its 2013 inception. He is supported by Schroders Greater China team, which has one of the largest China Ashare research capabilities in the region. We also like the team’s well-structured quality-growth-focused investment process, which has been proved over multiple market cycles across Schroders’ Asian offerings. Lee’s execution has been strong since the strategy’s launch in March 2013, generating consistent and solid long-term returns. The rating for the strategy’s more expensive B share class is Bronze.

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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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About Author

Patrick Ge  is an Analyst on the Morningstar Manager Research team