Morningstar Fund Ratings: Weekly Round-up

The latest batch of Morningstar fund rating changes features three new ratings for BlackRock, Fidelity and Trojan

Fatima Khizou 13 October, 2020 | 9:08AM

Fund Ratings

New Ratings

BlackRock UK Smaller Companies – Silver

Fatima Khizou

BlackRock UK Smaller Companies benefits from an experienced manager, supported by a team of capable managers, and a structured approach. Manager Roland Arnold, who has been at the helm here since March 2015, targets quality growth firms that are undervalued relative to their growth potential. Detailed stock research and analysis is centred around five main criteria that aim to assess and understand the key determinants of a company’s potential to grow value: strong management, strong market position, cash generation, strong balance sheet, and good long-term track record. The approach has been consistently applied and has been proved to add value over the long term. We have initiated coverage with a Morningstar Analyst Rating of Silver for the D clean share class. Ratings for other share classes range from Bronze to Silver. 

Fidelity Emerging Market Debt – Bronze

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

Fatima Khizou  is an Investment Research Analyst for Morningstar

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