New Fund Ratings from Morningstar OBSR

Morningstar OBSR has just awarded new Bronze ratings to three very different funds

Alanna Petroff 28 September, 2012 | 2:15PM
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Morningstar OBSR has just released new analyst ratings this month for three funds. Allianz Gilt Yield, Fidelity UK Smaller Companies and Royal London UK Equity Income have all be given Bronze ratings.

Find out from Morningstar OBSR why each fund received a new Bronze rating:

Allianz Gilt Yield

The fund is managed by Mike Amey of PIMCO, a subsidiary of Allianz with a long heritage in fixed income investing and an established approach to macroeconomic analysis that includes analysis of both structural and cyclical factors. We believe the fund manager is highly adept at both using and shaping this analysis for a UK context and consequently at building a portfolio that reflects his views in a benchmark-aware manner. We therefore see it as a high-quality offering for gilt investors.

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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
Fidelity UK Smaller Companies A-Acc383.13 GBP-2.86Rating
Royal London UK Equity Income A727.52 GBP-2.07Rating

About Author

Alanna Petroff

Alanna Petroff  is a financial journalist with Morningstar UK.