Morningstar Fund Ratings: Weekly Round-up

Our weekly round-up of changes to funds' Morningstar Analyst Ratings includes one upgrade and 11 downgrades

Francesco Paganelli 30 July, 2020 | 8:58AM

morningstar rating

New Ratings

Comgest Growth Japan – Silver

Hiroaki Sato

We have initiated coverage on Comgest Growth Japan, a Japanese equity strategy with a growth tilt. The strategy is managed in a collegial way by a team of four. Chantana Ward and Richard Kaye each sport over 20 years of investment experience, and they have been comanaging the Japan equities strategy for over 10 years, with two team members added along the way. The investment team employs Comgest's hallmark investment approach: a concentrated portfolio built on bottom-up stock selection focusing on quality growth. The strategy has delivered strong results for investors over the long term. The disciplined and time-tested investment approach managed by an experienced and stable team earns a Morningstar Analyst Rating of Silver across all share classes.

Cartesio Equity – Silver

Francesco Paganelli

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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

Francesco Paganelli  is a Fund Analyst for Morningstar in Italy

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