Morningstar streamlines forward-looking rating system
The newly-formed Medalist Rating aims to identify future outperformance
Fund Ratings
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12% drop in number of FE Fundinfo five-crown funds
Those directly invested in commodities were among the biggest losers
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Paul Marriage’s UK smaller companies fund scoops Fundcalibre Elite rating
With two Cohen & Steers funds and a pair of T Rowe Price strategies also getting a nod
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Asset plunge sees Pimco UK income bond lose Square Mile rating
But Gam and Artemis funds given stays of execution despite looming fund manager departures
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31 funds leapfrog four places to secure top FE Fundinfo rating
With 19 previously unrated fund also awarded five crowns in the latest rebalance
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FundCalibre rolls out ‘simple’ ESG ratings
‘It has become very difficult for investors to know exactly how responsible a fund really is’
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Jupiter Merlin lands new rating from Square Mile but Threadneedle and Ashmore funds demoted
Fund ratings house reveals the latest changes to its Academy of Funds
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Artemis bond funds lose Square Mile rating on James Foster and Alex Ralph exit
But Janus Henderson and Baillie Gifford funds hold on to ratings despite manager changes
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Scottish Mortgage bags gold rating from Morningstar ahead of James Anderson’s retirement
£19.1bn trust’s top rating reinstated thanks to falling fund fees
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Ken Rayner: ‘If you base everything on data, you risk being thrown by unexpected events’
RSMR co-founder and CEO on why the firm favours a largely qualitative approach to fund ratings
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Square Mile downgrades Richard Buxton fund but other analysts keep the faith
Square Mile also drops A rating from Invesco Global Targeted Returns following an extended period of poor returns
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Square Mile strips Somerset EM fund of rating as Edward Lam exits
Comes after it was announced Liontrust EM team is set to join Somerset