Morningstar Fund Ratings: Weekly Round-up

Our weekly round-up of changes to funds' Morningstar Analyst Ratings includes one upgrade and five downgrades

Dimitar Boyadzhiev 23 June, 2020 | 9:22AM

morningstar rating

New Ratings

Lyxor MSCI Europe ESG Leaders (ESGL) – Silver

Dimitar Boyadzhiev

Lyxor MSCI Europe ESG Leaders offers a low-cost and sensible approach to gain exposure to companies from developed Europe countries with a strong focus on environmental, social, and governance factors. At 0.25%, this fund's ongoing charge is very competitive against both active and passive peers. The fund has a short record, but we expect that its portfolio will closely approximate the long-term return of the MSCI Europe Index. All in all, we have a positive view of the strategy as defined by the index. We have awarded the fund a Morningstar Analyst Rating of Silver.

Upgrades

iShares Edge S&P 500 Min Vol (SPMV) – Gold from Silver

Briegel Leitao

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

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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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