Morningstar Fund Ratings: Weekly Round-up

In this week's ratings round-up, we unveil the latest upgrades and downgrades from Morningstar analysts 

Jose Garcia Zarate 2 June, 2021 | 12:04AM
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New Ratings

iShares Euro High Yield Corporate Bond ESG ETF (EYHA) - Bronze

Jose Garcia-Zarate

This index-tracking strategy provides low-cost access to the euro-denominated high yield bond market while avoiding issuers who don’t comply with ESG standards. The ESG screening employed results in a portfolio with a heavy tilt towards issuers in the BB credit rating bucket. This minimises risk, but also yield. This remains an asset class where experienced active managers can add value over an indextracking proposition. But this fund’s low fee provides a nice tailwind for returns at all times. This underpins a Morningstar Analyst Rating of Bronze.

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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

Jose Garcia Zarate

Jose Garcia Zarate  is Associate Director of Passive Strategies Research for Morningstar Europe

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