Morningstar Fund Ratings: Weekly Round-up

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

Jeffrey Schumacher 14 July, 2020 | 9:00AM

morningstar rating

Upgrades

Fidelity Global Dividend (SICAV) – Silver from Bronze

Jeffrey Schumacher

A talented manager combined with a sensible and well-executed process are driving our conviction in this strategy. While the People and Process Pillar scores remain unchanged at Above Average, our enhanced ratings framework, which places a greater emphasis on fees and expected benchmark relative performance, leads to an upgrade of the Morningstar Analyst Rating for its clean Y-Acc USD share class to Silver from Bronze. More expensive share classes land at Bronze or Neutral.

Fidelity Global Dividend (OEIC) – Silver from Bronze

Jeffrey Schumacher

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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

Jeffrey Schumacher  is a Fund Analyst with Morningstar Benelux.

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