Morningstar Fund Ratings: Weekly Round-up

The latest batch of Morningstar fund rating changes features one upgrade to Gold for a UK equity income fund and four downgrades

Samuel Meakin 16 September, 2020 | 9:03AM
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Fund Ratings

Upgrades

Franklin UK Equity Income – Gold from Silver

Samuel Meakin

Franklin UK Equity Income’s manager offers a wealth of experience in equity-income investing. Colin Morton has successfully managed this strategy since January 1995, providing exceptional consistency and stability for investors that is rarely seen in the UK market. Morton's philosophy and process sit well with equity-income investing. He blends top-down analysis of the economy and stock market dynamics with a valuation-aware approach to stock selection, executed consistently over time. Under our enhanced ratings framework, which places a greater emphasis on fees and expected benchmark-relative performance, the Morningstar Analyst Rating for the clean W share class is upgraded to Gold from Silver. Other share classes range from Gold to Silver, dependent on cost.

Downgrades

SPS Boston Partners Global Long/Short – Neutral from Bronze

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.

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About Author

Samuel Meakin  is a fund analyst for Morningstar

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