Morningstar downgrades Fidelity small cap fund
Morningstar has downgraded the Fidelity European Smaller Companies fund from a silver to bronze, casting doubts on its three-pronged management style.
Morningstar
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PA ANALYSIS: Is FoF fees focus unfair or are there ‘too many snouts in the trough’?
Low fund fees are brilliant, investor-friendly, fair and inherently good. At least that’s what some in the industry would say, but what happened to the notion of paying that little bit more to get quality service?
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Morningstar downgrades Burdett and Potter funds
Ratings agency Morningstar have bumped two F&C Multi-manager funds down their rankings, citing high charges as a “drag” on outperformance.
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M’star criticises total return; says growth driven by timing
Keenly watched ‘total return’ figures are a poor guide to performance as investors’ timing drives their returns, Morningstar has warned.
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Morningstar to review 11 AllianzGI funds after co-manager quits
Morningstar is reviewing 11 funds run by Allianz Global Investors following news one its lead managers will leave the firm in September.
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Pioneer funds struggle after Le Saout exit
Pioneer struggled with €1.5bn (£1.3bn) of outflows in March as investors escaped funds run by its former head of European fixed income, Tanguy Le Saout.
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Morningstar questions FCA’s sums in market study critique
Morningstar has hit back at the FCA over its market study critique of fund ratings agencies.
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Morningstar: ‘Expensive’ trackers overlooked in active/passive debate
Passive funds charging investors over the odds have fallen under the radar as the debate over active fees has raged, according to Morningstar’s Jonathan Miller.
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Alastair Mundy funds downgraded by Morningstar
Morningstar analysts have downgraded funds at Investec, Kames and Temple Bar investment trust after recent “lacklustre” performance.
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Morningstar: ‘Friendly’ markets a boon for European fund flows
Morningstar data shows European equity funds saw net inflows of €3.4bn in February with equity ETFs performing well on the back of positive markets, with net inflows of €6.4bn.
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Morningstar downgrades Jupiter fund, due to “extreme underperformance”
Morningstar analysts demoted Jupiter’s UK Growth fund, headed by Steve Davies, citing issues with underperformance and portfolio construction over 2016.
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Economic resilience to ‘power’ US equities to new highs – Kames
February’s US business and consumer confidence surprised on the upside this week, leading Kames Capital’s multi-asset head to conclude US equities have farther to climb.
