Morningstar Fund Ratings: Weekly Round-up

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

Samuel Meakin 11 August, 2020 | 9:16AM

morningstar rating

Upgrades

Merian UK Smaller Companies

Samuel Meakin

Nick Williamson has demonstrated diligent execution of the approach since taking over this strategy in January 2016, and he is backed by an experienced and well-resourced team. Under our enhanced ratings framework, which places a greater emphasis on fees and expected benchmark-relative performance, the Morningstar Analyst Rating for the R share class is upgraded to Silver from Bronze. Other share classes range from Silver to Bronze, dependent on cost.

BGF Asian Tiger Bond

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

Samuel Meakin  is a fund analyst for Morningstar

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