Morningstar

  • Head to head Fidelity  vs Schroder

    Head to head Fidelity vs Schroder

    This weeks head-to-head pits the Fidelity Enhanced Income Fund against the Schroder Income Maximiser Fund to see which one comes out tops.

  • Morningstar boosts manager research team

    Morningstar boosts manager research team

    Morningstar has announced the appointment of Daniel Vaughan and Michael Eyre to its OBSR manager research team.

  • Morningstar mulls manager changes at Eaton Vance

    Morningstar mulls manager changes at Eaton Vance

    Morningstar OBSR has placed the value fund under review following the announcement last week that the funds manager will retire at the end of June.

  • Morningstar downgrades FCIT rating under Niven

    Morningstar downgrades FCIT rating under Niven

    Morningstar has reinstated a rating on Foreign & Colonial Investment Trust following the news of Jeremy Tigues forthcoming retirement, planned for later this year.

  • can corporate america continue to deliver

    can corporate america continue to deliver

    The US market is arguably set to cool after returns comfortably ahead of all the other major economies over the past few years.

  • Portfolio Adviser Fund Award winners 2014

    Portfolio Adviser Fund Award winners 2014

    At lunchtime today‚ at our second star-studded Awards event of the week‚ Schroders walked away with the highly coveted Readers’ Choice award at the Portfolio Adviser Fund Awards‚ 2014.

  • funds to watch in the global natural resources

    funds to watch in the global natural resources

    Commentators have recently been split on whether the commodities super-cycle is over, with McKinsey noting recently that talk about the death of the super-cycle appears premature, writes Cyrique Bourbon, senior portfolio manager at Morningstar OBSR.

  • Two out two top ten investment trusts revealed

    Two out two top ten investment trusts revealed

    During the summer months, investors have been researching investment trusts in greater detail, with the top-ten most sought-after trusts detailed on the following pages.

  • three uk equity funds your clients should

    three uk equity funds your clients should

    UK equities are firmly back on the agenda of fund pickers judging by the latest fund flow data from the IMA, but who are the newcomers you should be keeping an eye on?

  • Morningstar push

    Morningstar push

    Morningstar is to press fund groups more heavily to disclose information regarding who is managing vehicles, those manager’s incentives, and their other commitments in a bid to provide investors with more key information as to a fund’s suitability for investment.

  • Morningstar drives greater fund disclosure

    Morningstar drives greater fund disclosure

    Ratings agency Morningstar is forcing groups to individually name all members of a funds' management team and is looking to push for greater clarity over investment objectives.

  • IT investors favour familiar names

    IT investors favour familiar names

    The investment trusts most frequently searched for on Morningstar's online service over the second quarter were those with which investors have a high degree of familiarity concerning the management style.