Morningstar Fund Ratings: Weekly Round-up

Our weekly round-up of changes to funds' Morningstar Analyst Ratings 

Dimitar Boyadzhiev 2 June, 2020 | 9:03AM

morningstar rating

New Ratings

JPMorgan Global Income Conservative – Neutral

William Chow

JPMorgan Global Income Conservative was launched in October 2016 as a lower risk variant of the Luxembourg-domiciled JPMorgan’s Global Income strategy, which has a history dating back to 2008 and benefited from the leadership of Michael Schoenhaut, who has managed JPMorgan’s global suite of multi-asset income since its creation in 2007. The strategy sports a well-structured process, which utilises both top-down and bottom-up research to establish asset allocation views crucial for the strategy’s flexible mandate with an income focus. Despite our confidence in Schoenhaut, continued personnel turnovers, manager reshuffles have had an impact on the strategy underlying sleeves, leading to a Morningstar Analyst Rating of Neutral for all share classes.

Upgrades

Amundi IS MSCI Europe Quality ETF  – Silver from Bronze

Dimitar Boyadzhiev

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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

Dimitar Boyadzhiev  is a Passive Strategies Research Analyst for Morningstar

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