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Title Collection Author Date
When Are Dividends Bad? Ian Tam, CFA 14/07/22
How are the UK's Biggest Equity Funds Doing? Fund Research & Insights Sunniva Kolostyak 16/06/22
Are UK Income Funds Still Out of Favour? Special Report Sunniva Kolostyak 25/11/21
Sanlam Report Reveals Top UK Equity Income Funds Fund Research & Insights Annalisa Esposito 13/08/20
6 Ways to Beat the Dividend Drought Fund Research & Insights James Gard 23/04/20
Top Equity Income Funds Revealed Fund Research & Insights James Gard 13/02/20
Revamped Woodford Income Focus Portfolio Revealed Fund Research & Insights James Gard 12/02/20
Unloved UK Funds Still Offer Reliable Income, Says Sanlam Fund Research & Insights Annalisa Esposito 10/08/19
Nervous Investors Pull £26bn Out of Funds Fund Research & Insights Holly Black 19/07/19
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The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. It is projection/opinion and not a statement of fact. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. This process culminates in a single-point star rating that is updated daily. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Morningstar Star Rating for Stocks, please visit here

Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. The Quantitative Fair Value Estimate is calculated daily. It is a projection/opinion and not a statement of fact. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Quantiative Fair Value Estimate, please visit here

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