Morningstar Fondsen Ratings Wekelijks Overzicht

Among ratings changes this week are two new Silver ratings for Vanguard funds, a downgraded Taiwanese equity fund and an upgrade for and Emerging Asia product

Matias Möttölä, CFA 15 december, 2020 | 15:23
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New Ratings

Vanguard Global Equity – Silver

Robert Starkey

We have initiated coverage on the Vanguard Global Equity strategy with a Morningstar Analyst Rating of Silver across its share classes. Vanguard, which has oversight of this sub-advised strategy, has a stable senior investment team which is experienced in the selection and ongoing oversight of their underlying active fund managers. While this is a relatively new product for the UK, having been launched in 2016, Vanguard has been running focussed active multimanager offerings like this for US clients since 1995, and has executed to good effect. Wellington and Baillie Gifford, the two subadvisors, manage assets on a 50/50 split and the resulting overall portfolio is diversified and balanced with approximately 200 holdings. Vanguard’s emphasis on providing cost effective investment solutions means that investors also benefit from an exposure to these high-quality stock-pickers without paying a high price for the luxury.

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Over de auteur

Matias Möttölä, CFA

Matias Möttölä, CFA  Matias Möttölä, CFA, on päätoimittaja ja rahastoanalyytikko

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