Morningstar Fund Ratings: Weekly Round-up

Our weekly round-up of changes to funds' Morningstar Analyst Ratings includes three upgrades and three downgrades

Jose Garcia Zarate 7 July, 2020 | 10:35AM

morningstar rating

New Ratings

iShares € Corp Bond 0-3yr ESG ETF – Silver

Jose Garcia Zarate

IShares Euro Corporate Bond 0-3yr ESG is a compelling option for investors seeking targeted maturity exposure to the market of EUR corporate bonds from issuers with vetted environmental, social and governance (ESG) credentials. In most cases, maturity-segmented strategies will be used to adjust the duration of the credit bucket of the portfolio. The accuracy of duration metrics, low portfolio turnover and low fees offered by passive funds are key positives and support a Morningstar Analyst Rating of Silver.

UBS China Allocation Opportunity – Bronze

Patrick Ge

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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

Jose Garcia Zarate

Jose Garcia Zarate  is Associate Director of Passive Strategies Research for Morningstar Europe

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