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
Facebook Twitter LinkedIn

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.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

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.

Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
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.