• Home
  • News
    • People moves
    • Africa
    • Asia
    • Australia
    • Canada
    • Caribbean
    • Domicile
    • Europe
    • Latin America
    • North America
    • Middle East
    • US
    • US
    • UK
  • Products
    • Funds
    • Pensions
    • Platforms
    • Insurance
    • Investments
    • Private Banking
    • Citizenship
    • Taxation
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Directory
  • Video
  • Advertise with us
  • Directory
  • Events
  • European Fund Selector
  • Newsletters
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
  • Advertise with us
  • Directory
  • Events
    • Upcoming events
      event logo
      International Investment Nordic Forum 2021

      International Investment is delighted to announce the 2021 International Investment Nordic Forum which will take place on Tuesday March 9, at 9am (GMT). This curated virtual event will be broadcast live and will feature a series of fund manager interviews and presentations, as well as interviews with some of the Nordic regions top fund selectors.

      • Date: 09 Mar 2021
      • ONLINE, ONLINE
      View all events
  • European Fund Selector
International Investment
International Investment

Sponsored by

Sharing Alpha
  • Home
  • News
  • Products
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Video
  • Equities

Morningstar confirms fund rating changes post methodology change

Morningstar confirms fund rating changes post methodology change
  • Jonathan Boyd
  • Jonathan Boyd
  • @jonathanboyd
  • 14 November 2019
  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  

Morningstar has published the new ratings of funds affected by the recent changes to its methodologies used for Analyst Rating and Quantitative Rating output.

Announced in July 2019, the changes were described as "setting a higher bar for funds to earn a Gold, Silver, or Bronze rating and also doubling down on fees. The Analyst Ratings will also be tailored to individual fund share classes, taking fee differences into account. Morningstar will make accompanying updates to the Quantitative Rating, a companion forward-looking system that uses machine-learning techniques to assign ratings to funds not covered by a Morningstar analyst. Those updates will ensure the Quantitative Rating continues to strongly align with the Analyst Rating."

Related articles

  • Morningstar's latest upgrades and downgrades published
  • New blow for Woodford as Morningstar downgrades rating
  • Morningstar data spots February funds drawdowns
  • Morningstar launches passive fund ratings - UK first, Continent next

Upgrades

  • BGF World Financials - Upgraded to a Morningstar Analyst Rating of Bronze, previously Neutral

Downgrades

  • Edinburgh Investment Ord - Downgraded to a Morningstar Analyst Rating of Neutral, previously Silver
  • Fidelity US High Yield - Downgraded to a Morningstar Analyst Rating of Bronze, previously Silver
  • Franklin US Low Duration - Downgraded to a Morningstar Analyst Rating of Neutral, previously Bronze
  • Invesco UK Strategic Income - Downgraded to a Morningstar Analyst Rating of Neutral, previously Bronze
  • Invesco High Income - Downgraded to a Morningstar Analyst Rating of Neutral, previously Bronze
  • Invesco Income - Downgraded to a Morningstar Analyst Rating of Neutral, previously Bronze
  • JPMorgan Korea Equity - Downgraded to a Morningstar Analyst Rating of Neutral, previously Bronze
  • M&G Recovery - Downgraded to a Morningstar Analyst Rating of Neutral, previously Bronze
  • Robeco Emerging Markets Equities - Downgraded to a Morningstar Analyst Rating of Bronze, previously Silver
  • Schroder ISF Global Smaller Companies - Downgraded to a Morningstar Analyst Rating of Neutral, previously Bronze
  • Schroder ISF Hong Kong Equity - Downgraded to a Morningstar Analyst Rating of Bronze, previously Silver
  • Veritas Global Equity Income - Downgraded to a Morningstar Analyst Rating of Silver, previously Gold
  • Veritas Global Focus - Downgraded to a Morningstar Analyst Rating of Silver, previously Gold

New Ratings

  • Guardcap Global Equity - Morningstar Analyst Rating of Silver

 

  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  
  • Topics
  • Equities
  • Fixed Income
  • Multi-asset
  • Morningstar
  • Quantitative Rating
  • Morningstar Analyst Rating of Silver
  • Morningstar Analyst Rating of Bronze

More on Equities

Comment: Navigating equity markets in the year ahead

  • Comment
  • 21 January 2021
M&G taps Value Partners for £500m Chinese equities mandate

  • Equities
  • 16 December 2020
II Middle East Forum: Industry calls for regulator rethink

  • Events
  • 17 November 2020
Capital Group launches multi-asset funds range

  • Multi-asset
  • 28 October 2020
Global equities tumble on covid-19 fears and US jitters

  • Equities
  • 27 October 2020
Back to Top

Most read

Duff & Phelps opens Gibraltar office
Duff & Phelps opens Gibraltar office
Brexit deals hefty blow to City but industry is ready to fight back
Brexit deals hefty blow to City but industry is ready to fight back
Comment: Are cryptocurrencies the new gold?
Comment: Are cryptocurrencies the new gold?
FSCS warns industry of £1bn compensation bill
FSCS warns industry of £1bn compensation bill
Dubai regulator to develop cryptocurrency framework
Dubai regulator to develop cryptocurrency framework
  • Contact Us
  • Marketing solutions
  • About Incisive Media
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading