The Morningstar Fund Research Team has issued new qualitative ratings or updated existing qualitative analysis on four funds in the past week. Click on the name of the fund below to be taken to the Morningstar Research Report for that fund. Download details on the Morningstar Qualitative Rating including methodology here. To access the full list of recently-updated Morningstar Fund Analyst Reports, please click here.
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BGF Global Allocation (Rating Update: Elite)
Excerpt from report: In our opinion, this is one of the strongest funds of its type, benefitting from impressive management, a strong team, a flexible yet diversified approach to portfolio construction, and an impressive and proven track record. (Watch a recent video interview with fund manager Dennis Stattman here.)
DekaLux Global Value (Rating Issued: Standard)
Excerpt from report (please note this report is currently only available in German): This fund's manager has a promising track record but he is yet to make his mark on the DekaLux Global Value and we would welcome a restructuring of the fund's fees.
First State Asia Pacific (Rating Update: Elite)
Excerpt from report: The team here is among the most impressive we’ve seen and its adherence to a sound process that works over the long run means we think it can continue to deliver.
Franklin Mutual Beacon (Rating Update: Superior)
Excerpt from report (please note this report is currently only available in French): The experience of the team, the proven management style and the long-term performance history support our positive view on this fund, though prospective investors should note that the fund is not cheap.
HSBC GIF Euro Bond (Rating Update: Superior)
Excerpt from report (please note this report is currently only avilable in French): This fund's strategy continues to prove itself in an uncertain market environment and it has significantly outperformed competitors in recent years under the leadership of Jean-Philippe Munch.