Morningstar Fund Ratings: Weekly Round-up

The latest round-up of Morningstar Analyst Rating changes features two upgrades to Gold, including an Asia-focused investment trust run by Stewart Investors

Jeffrey Schumacher 3 March, 2020 | 9:39AM

ratings

Upgrades 

Pacific Assets (PAC) – Gold from Silver

Andrew Daniels 

Pacific Assets is run by the 12-member Sustainable Funds Group within Stewart Investors. Although David Gait has been leading this closed-end vehicle since July 2010, he’s been running this strategy’s UK-domiciled open-end vehicle – Stewart Investors Asia Pacific Sustainability – since December 2005. Gait is an experienced investor with more than 20 years of firm tenure and has also led the larger-cap focused Stewart Investors Asia Pacific Leaders strategy since July 2016. He is joined by Sashi Reddy, who joined the firm in 2007 and is the lead on Stewart Investors Indian Subcontinent Sustainability. 

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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

Jeffrey Schumacher  is a Fund Analyst with Morningstar Benelux.

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