Morningstar Fund Ratings: Weekly Round-up

The latest round-up of Morningstar Analyst Rating changes, including an upgrade for Fidelity, TB Amati and UBS and downgrades for JPM, Neuberger Berman and Xtrackers

Bhavik Parekh 18 February, 2020 | 11:29AM

gold silver bronze

Upgrades

Fidelity Asian Values (FAS) – Silver

Bhavik Parekh

We continue to view Fidelity Asian Values in a positive light, based on the disciplined implementation of the investment process by experienced portfolio manager Nitin Bajaj, and the resources available to him through Fidelity’s large pool of analysts. Under our enhanced ratings framework, which places a greater focus on fees and expected benchmark-relative performance, the Morningstar Analyst Rating for the investment trust is upgraded to Silver from 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.

About Author

Bhavik Parekh  is an analyst for Morningstar UK

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