Morningstar Fund Ratings: Weekly Round-up

Two Gold Ratings are awarded in the latest sweep of Morningstar Analyst Rating changes, as well as a raft of downgrades

Kenneth Lamont 24 March, 2020 | 1:02PM

analyst rating

New Ratings

Stewart Investors Asia Pacific Leaders - Gold

Andrew Daniels

Stewart Investors Asia Pacific Leaders is run by the 12-member Sustainable Funds Group within Stewart Investors, and it’s been led by David Gait since July 2016, when longtime manager Angus Tulloch stepped away. Gait is an experienced investor with more than 20 years of firm tenure and has also led the all-cap-focused Stewart Investors Asia Pacific Sustainability strategy since December 2005. He is joined by Sashi Reddy, who joined the firm in 2007 and is the lead on Stewart Investors Indian Subcontinent Sustainability. The duo employs Stewart Investors’ best-in-class investment approach, seeking stocks led by reliable management teams that can deliver sustainable and predictable growth through pricing power, franchise strength, and limited regulatory oversight. Gait and Reddy consistently demonstrate an intimate knowledge of current and prospective holdings, and we’ve also been impressed with other members of the stable SFG team, including Douglas Ledingham and Jack Nelson. Overall, increased conviction in--and comfort with--Gait, Reddy, and the supporting SFG subgroup leads to Morningstar Analyst Ratings of Gold on this vehicle’s cheapest share classes--including the VI USD Acc clean share class--while its more expensive share classes earn Silver ratings.

Upgrades

Uni-Global Equities Japan - Gold from Silver

Ronald Van Genderen

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About Author

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

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