Morningstar Investment Management Europe has launched two income portfolios as part of its Managed Portfolio discretionary fund management service for the UK market. The two are the Moderately Cautious Income and Moderate Income portfolios, which are offered alongside existing active and passive portfolios. Each of the two new funds use Morningstar’s investment and manager research […]
Investment services provider Morningstar has launched a managed portfolio service for advisers in the UK.
Peter Toogood, investment director for Morningstar OBSR, says that there are few signs of a big rotation out of bonds into equities.
Morningstar has announced that top executives Richard Romer-Lee and Nigel Whittingham have decided to leave the company.
The Fidelity Moneybuilder Global and Fidelity Wealthbuilder funds have been lowered to a single ‘A’ rating from ‘AA’ by OBSR, the qualitative research business owned by Morningstar.
OBSR, part of Morningstar, has lowered its rating on the BlackRock UK fund to ‘A’ from ‘AA’, citing the recent manager change.
OBSR, part of Morningstar, has announced updates to its ratings of a number of UK-domiciled funds from providers such as Aviva Investors, Franklin and JPM.
Further ratings changes have been announced by OBSR following its Global Funds Ratings Meeting in October.
Jonathan Boyd rounds up the best news and analysis from www.investmenteurope.net
Morningstar busines OBSR is launching a new certificate scheme to highlight funds that have held an OBSR Fund Rating for five consecutive years or more with the launch of a new certificate scheme.
Jonathan Boyd rounds up the best news and analysis from Investmenteurope.net.
Morningstar, the data and funds analysis company, is adjusting the naming of its new global Analyst Ratings system to avoid confusion with credit ratings.