Morningstar Fund Ratings: Weekly Round-up

The latest round-up of Morningstar Analyst Rating changes features upgrades for a range of passive funds, six of which are focused on Japan

Kenneth Lamont 10 March, 2020 | 12:11AM

ratings

New Ratings

Stewart Investors Worldwide Leaders Sustainability – Gold

Ronald Van Genderen

The fund stands out because of its high-integrity research approach and top-notch management team, landing it among our top global equity ideas. The strategy’s strength lies in its teamwork-based approach. Sashi Reddy has been the lead portfolio manager here only since mid-2016 but is experienced and is backed by a strong supporting cast in the Sustainable Funds Group of Stewart Investors, including highly experienced comanager David Gait. Akin to the strategy’s name, the crew looks for high-quality companies with solid financials that are steadily growing earnings from sustainable business models. We initiate our coverage on the Ireland-domiciled vehicle of the strategy with a Morningstar Analyst Rating of Gold for the cheaper clean share classes, while the more expensive share class is rated 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

Kenneth Lamont  is a passive funds research analyst for Morningstar Europe.

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