UK Equity Funds Downgraded, Japanese Equity Funds Upgraded

Find out which funds have recently been rated, upgraded and downgraded by Morningstar OBSR analysts

Holly Cook 31 August, 2012 | 3:25PM
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A UK equity growth fund and a UK equity income offering from Standard Life have both recently been downgraded by Morningstar OBSR analysts, while two funds offering exposure to Japanese equities have achieved upgrades. Meanwhile, Fidelity Moneybuilder Dividend has been added to our coverage.

Jupiter Japan Income has been upgraded by Morningstar OBSR analysts to Silver from Bronze. They see the fund as a strong proposition for an investor’s allocation to the Japanese market. Simon Somerville, an experienced manager, is a methodical and sensible stock-picker who takes account of market sentiment and the broader macroeconomic environment. 

Schroder Tokyo has also been upgraded to Gold from Silver. The fund is managed by Andrew Rose, a veteran Japanese equity investor, who is supported by a strong team of analysts and portfolio managers based in Tokyo. The new Gold rating reflects our analysts’ high regard for the manager’s investment prowess and consistent process, which has delivered attractive risk-adjusted returns to investors over 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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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
ASI UK Growth Equity R Acc362.11 GBP-0.57Rating
ASI UK High Income Equity R Inc71.94 GBP-0.37Rating
Fidelity MoneyBuilder Dividend233.50 GBP-0.38Rating
Janus Henderson Mlt-Mgr Active A Acc272.10 GBP0.00Rating
Jupiter Japan Income L Inc118.36 GBP1.76Rating
Schroder Tokyo A Acc £4.16 GBP-0.05Rating

About Author

Holly Cook

Holly Cook  is Manager, Morningstar EMEA Websites

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