20% of funds face rerating as Morningstar alters rating methodology
The majority (85%) of funds affected will likely have their ratings relegated now that management fees are taken into account
Ratings
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Is Liontrust a target for M&A? Stock upgraded to ‘buy’ in wake of GAM offer collapse
Peel Hunt analysts said further deals could be possible with Liontrust as ‘predator or target’
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M&G gains six top ratings as FE Fundinfo Crown rebalance favours value investors
While Quilter and Schroders funds received the most five Crown 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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‘Clear rationale’ for regulating ESG ratings, says FCA
An interim voluntary code of conduct would be put in place if new regulation was to be formalised
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Simon Young: Why ESG ratings should not be taken at face value
Investors need to apply common sense and dig into the numbers
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RSMR revamps responsible ratings and portfolios
Change comes to offer advisers clarity over the funds it rates as ESG continues to grow
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Blackrock trumps Vanguard in FE passive ratings
Blackrock’s iShares has fended off Vanguard to retain the top spot in FE’s latest Passive Crown ratings list.
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FundCalibre calls for IA rethink as it rolls out new bond ratings
FundCalibre has rolled out a new ratings system for bond fund providers with Royal London and Kames Capital found to be the top performers.
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Stand by to repel risk rerating
According to Tellsons Investors, investors should be preparing for the possibility of an inflection point in the polar extremes between bond and equity market valuations
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Morningstar boosts manager research team
Morningstar has announced the appointment of Daniel Vaughan and Michael Eyre to its OBSR manager research team.
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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.
