Morningstar Fund Ratings: Weekly Round-up

The latest batch of Morningstar fund rating reviews features one new rating and four downgrades

Mathieu Caquineau, CFA 25 August, 2020 | 10:18AM

Fund Ratings

New Ratings

GQG Partners Global Equity – Silver

Mathieu Caquineau

GQG Partners Global Equity has a short, yet promising track record. Our confidence about its long-term merits rests on its experienced and successful manager, Rajiv Jain, and its distinctive strategy. Jain built an enviable record at Vontobel before creating GQG Partners in 2016. He looks for companies with a manageable amount of debt, if any; proven leadership with a record of prudent capital allocation; and a history of weathering tough economic conditions. He's more interested in steady growth than the firms with the highest growth rates. The fund earns a Morningstar Analyst Rating of Silver for its I share classes and Gold for the cheapest P shares.

Downgrades

Merian North American Equity – Bronze from Silver

Fatima Khizou

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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

Mathieu Caquineau, CFA

Mathieu Caquineau, CFA  Senior Fund Analyst, Morningstar France

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