Morningstar Fund Ratings: Weekly Round-up

There's a raft of ratings changes this week, including upgrades for a number of ASI funds

Rajesh Yadav 24 November, 2020 | 9:11AM
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New Ratings

Liontrust Sustainable Future Managed – Bronze

Rajesh Yadav

We have initiated coverage on the Liontrust Sustainable Future Multi-Asset range of funds with a Morningstar Analyst Rating of Bronze across the board for their clean share classes. These funds are managed by an experienced and long-tenured team, headed by seasoned Peter Michaelis. He has been involved with sustainable investing since 2001 at various firms, including head of sustainable and responsible investment at Aviva Investors. This strong team of 13 dedicated specialists is responsible for analysing sustainability, financial, and valuation characteristics of each investments. The core of the team has been together for over a decade and has built a lot of proprietary knowledge among the members. Analysts use a proprietary sustainability matrix to assess the overall quality of management and business strength of a company. They also use an integrated approach, where they analyse companies’ fundamentals in light of business- and industry-specific environmental, social, and governance factors. Overall, we find the process is well-structured and has been consistently implemented through time.

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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

Rajesh Yadav  is a senior manager research analyst at Morningstar UK 


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