Morningstar Fund Ratings: Weekly Round-up

The latest round-up of Morningstar Analyst Rating changes, including upgrades for three iShares bond ETFs

Jose Garcia Zarate 30 January, 2020 | 1:21PM

gold silver bronze

Upgrades

iShares USD Treasury Bond 1-3yr UCITS ETF (IBTA) – Silver

iShares $ Treasury Bond 3-7yr UCITS ETF (CU71) – Silver

iShares $ Treasury Bond 7-10yr UCITS ETF (IBTM) – Silver

Jose Garcia-Zarate

These are compelling options for investors seeking targeted short-term, mid-term and 10-year maturity exposure to the market of US Treasuries. Their appeal has been enhanced in the wake of a substantial cut to the ongoing charge from 0.20% to 0.07%. The strategy sees an upgrade to the Morningstar Analyst Rating from Bronze to Silver.

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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

Jose Garcia Zarate

Jose Garcia Zarate  is Associate Director of Passive Strategies Research for Morningstar Europe

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