Morningstar
RecommendedStock Ideas Arrow Right10 Things We Learned Whats New IconFinancial EducationOpen Window IconVideos Arrow RightSustainable Investing Sustainability Globe Icon

Morningstar Fund Research - published in last 90 days

Funds
Equities
ETFs
Investment Trusts
How does Morningstar
rate funds? Click here
Name Category Morningstar Analyst Rating Latest Analyst Rating Change Star Rating Date
Jupiter UK Smaller Companies I GBP Inc UK Small-Cap Equity
No Change
22/12/2021
Jupiter UK Smaller Companies L GBP Inc UK Small-Cap Equity
No Change
22/12/2021
Jupiter UK Smaller Companies P GBP Inc UK Small-Cap Equity
Upgrade
22/12/2021
Jupiter UK Smaller Companies U1 GBP Inc UK Small-Cap Equity
No Change
22/12/2021
Jupiter UK Smaller Companies U2 GBP Inc UK Small-Cap Equity
No Change
22/12/2021
Jupiter UK Smaller Companies I GBP Acc UK Small-Cap Equity
No Change
22/12/2021
Jupiter UK Smaller Companies L GBP Acc UK Small-Cap Equity
No Change
22/12/2021
Jupiter UK Smaller Companies P GBP Acc UK Small-Cap Equity
Upgrade
22/12/2021
Jupiter UK Smaller Companies U1 GBP Acc UK Small-Cap Equity
No Change
22/12/2021
Jupiter UK Smaller Companies U2 GBP Acc UK Small-Cap Equity
No Change
22/12/2021
ASI UK Smaller Companies I Acc UK Small-Cap Equity
No Change
10/12/2021
ASI UK Smaller Companies Inst A Acc UK Small-Cap Equity
Downgrade
10/12/2021
ASI UK Smaller Companies Inst S Inc UK Small-Cap Equity
No Change
10/12/2021
ASI UK Smaller Companies P1 Acc UK Small-Cap Equity
No Change
10/12/2021
ASI UK Smaller Companies R Inc UK Small-Cap Equity
Downgrade
10/12/2021
ASI UK Smaller Companies I Inc UK Small-Cap Equity
No Change
10/12/2021
ASI UK Smaller Companies Inst S Acc UK Small-Cap Equity
No Change
10/12/2021
ASI UK Smaller Companies R Acc UK Small-Cap Equity
Downgrade
10/12/2021
Liontrust UK Smaller Companies R Inc UK Small-Cap Equity
No Change
06/12/2021
Liontrust UK Smaller Companies I Acc UK Small-Cap Equity
No Change
06/12/2021
Page of 2
Previous
Next
Total Results: 27
© Copyright 2022 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings

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

Select Your Site Edition To make sure the site is relevant to you, we need to know if you’re an individual investor or a financial professional.