Some upgrades for JP Morgan and Schroders; some downgrades for First State and Templeton; in total 15 funds in Asia get rated.
Tag: Morningstar
Morningstar Asia fund reviews and re-ratings – November
A retiring fund manager impacts two Blackrock products, a JP Morgan vehicle gets upgraded, and a Templeton fund is taken down a notch, according to the research firm’s monthly review of funds available in Asia.
Asia’s ESG fund flow is an anomaly
Developed Asia’s socially-responsible funds had investment outflows over time compared to inflows for other regions, Morningstar has found.
Morningstar fund reviews and re-ratings – October
Management reshufflings have impacted analyst ratings of BlackRock and Henderson products and a Schroders fund gets an upgrade, according to the research firm’s monthly review of funds available in Asia.
Morningstar fund reviews and re-ratings – September
Management changes impacted analyst ratings of Parvest and Fidelity products and a Jupiter vehicle gets an upgrade, according to Morningstar’s review of funds available in Asia.
Asia ex-Japan equity funds see $8.8bn in outflows
August saw the greatest monthly outflows from emerging markets of all times. Asia, the origin of last month’s global market correction, was particularly hard hit.
Morningstar reveals China onshore fund bets
The Stock Connect and Mutual Recognition of Funds initiatives have prompted the research firm to issue calls on China’s onshore funds through a China “best ideas” list.
Why it matters how the fund manager is paid
Issues surrounding performance-linked compensation are important elements in manager selection, gatekeepers say.
Morningstar fund reviews and re-ratings
The research firm has issued its July analyst ratings and commentary for four funds available for sale in Asia, with some re-ratings due to factors such as performance and management changes.
Morningstar makes APAC appointment
The investment research house has appointed Jamie Wickham as head of products and client solutions for Asia-Pacific.
