Morningstar's latest upgrades and downgrades published

Jonathan Boyd
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Morningstar's latest upgrades and downgrades published

Morningstar has published its latest roundup of Analyst Ratings issued by its Manager Research team for funds available for sale across Europe and Asia for the month of December.

These include funds that have been rated for the first time using the methodology - including funds from Capital Group, First State, MFS, Pimco and Schroders.

All ratings are applicable to the main 'clean' share class.

Upgrades

 

BGF World HealthScience

Upgraded to a Morningstar Analyst Rating of Bronze, previously Neutral

Dimensional UK Core Equity

Upgraded to a Morningstar Analyst Rating of Gold, previously Silver

Franklin Global Real Estate 

Upgraded to a Morningstar Analyst Rating of Neutral, previously Negative

iShares MSCI Japan ETF 

Upgraded to a Morningstar Analyst Rating of Bronze, previously Neutral

iShares DivDAX ETF 

Upgraded to a Morningstar Analyst Rating of Neutral, previously Negative

FTSE 100 ETFs and OEICs 

Upgraded to a Morningstar Analyst Rating of Bronze, previously Neutral

Nomura Japan Strategic Value 

Upgraded to a Morningstar Analyst Rating of Bronze, previously Neutral

SPDR® S&P Euro Dividend Aristocrats ETF 

Upgraded to a Morningstar Analyst Rating of Silver, previously Bronze

Downgrades

 

Aberforth UK Small Companies 

Downgraded to a Morningstar Analyst Rating of Neutral, previously Bronze

Aberforth Smaller Companies Ord  

 Downgraded to a Morningstar Analyst Rating of Neutral, previously Bronze

BNY Mellon Global Bond 

 Downgraded to a Morningstar Analyst Rating of Neutral, previously Bronze

First State Regional China 

 Downgraded to a Morningstar Analyst Rating of Silver, previously Gold

First State Dividend Advantage 

 Downgraded to a Morningstar Analyst Rating of Silver, previously Gold

GAM Multibond Local Emerging Bond 

 Downgraded to a Morningstar Analyst Rating of Neutral, previously Bronze

 IShares Core GBP Corporate Bond 

  Downgraded to a Morningstar Analyst Rating of Neutral, previously Bronze

iShares MSCI USA SRI 

  Downgraded to a Morningstar Analyst Rating of Bronze, previously Silver

Invesco Global Investment Grade Corporate Bond 

 Downgraded to a Morningstar Analyst Rating of Neutral, previously Bronze

LF Lindsell Train UK Equity 

 Downgraded to a Morningstar Analyst Rating of Bronze, previously Gold

 Moneta Multi Caps 

 Downgraded to a Morningstar Analyst Rating of Silver, previously Gold

 JPMorgan Global Corporate Bond 

 Downgraded to a Morningstar Analyst Rating of Neutral, previously Bronze

 Pictet-Global Megatrend Selection 

 Downgraded to a Morningstar Analyst Rating of Neutral, previously Bronze

 Royal London Corporate Bond 

  Downgraded to a Morningstar Analyst Rating of Bronze, previously Silver

 Robeco New World Financial Equities 

 Downgraded to a Morningstar Analyst Rating of Neutral, previously Bronze

 Schroder ISF Global Convertible Bond 

 Downgraded to a Morningstar Analyst Rating of Neutral, previously Bronze

 Templeton Emerging Markets Smaller Companies 

 Downgraded to a Morningstar Analyst Rating of Neutral, previously Bronze

 New Ratings

 

Capital Group Global High-Income Opportunities

 Morningstar Analyst Rating of Silver

First State China A Shares 

 Morningstar Analyst Rating of Silver

MFS Meridian Prudent Capital 

 Morningstar Analyst Rating of Silver

PIMCO GIS Euro Credit 

 Morningstar Analyst Rating of Silver

Schroder ISF China 

 Morningstar Analyst Rating of Silver

Schroder China Equity Alpha 

 Morningstar Analyst Rating of Silver

 Veritas Global Real Return 

 Morningstar Analyst Rating of Gold

 

 

Jonathan Boyd
Author spotlight

Jonathan Boyd

Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope.