Morningstar Fund Ratings: Weekly Round-up

JPMorgan China funds are upgraded in this weeks sweep of rating changes by Morningstar analysts 

Louise Babin 15 April, 2020 | 1:55PM

analyst rating

New Ratings

Colchester Global Bond - Silver

Louise Babin 

We have initiated coverage on the UCITS vehicle of Colchester Global Bond. The strategy benefits from a well-designed, robust process and a strong and collegiate team. Colchester applies a value-oriented philosophy to investing in government bonds and currencies. It is a clear, simple, and repeatable process centred on assessing value using proven economic frameworks--expected inflation-adjusted real return and purchasing power parity forecasts over the medium term. A welcome characteristic is the combination of systematic modelling and fundamental analysis, which fosters discipline and repeatable outcomes. The process also takes into account ESG considerations. The value-based approach has resulted in volatile performance during the recent market sell-off, but there are sufficient strengths to a Morningstar Analyst Rating of Silver for the I USD Unhedged share class. Other share classes are rated Silver and Bronze.

Upgrades

JPM China - Silver from Bronze

Chloe Qu

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About Author

Louise Babin  is a senior analyst for Morningstar.

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