Morningstar Fund Ratings: The Final 2023 Update

From Morningstar:

M&G Japan, led by Carl Vine and David Perrett, has a new long-only strategy with impressive performance, returning 7.5% annually from Oct 2019 to Oct 2023. Manulife GF Sustainable Asia is rated Bronze, held back by concerns about lead manager Kenglin Tan’s workload despite a well-structured investment process. Polar Capital European ex UK Income, led by Nick Davis, boasts Above Average People and Process ratings. BlackRock’s BGF Global SmallCap strategy upgraded its People and Process Pillar ratings to Above Average and Average, earning a Morningstar Medalist Rating of Bronze for its D share class, up from Neutral. iShares ESG Overseas Corporate Bond Index has received a Morningstar Medalist Rating of Bronze. iShares EURO STOXX Mid ETF remains Bronze. The iShares Global Corp Bond ETF has gained a Morningstar Medalist Rating of Bronze. Janus Henderson Horizon Japan Smaller Companies has been upgraded to a Morningstar Medalist Rating of Bronze. Moneta Multi Caps has received a Morningstar Medalist Rating of Gold, recognizing their strong investment expertise and impressive long-term track record.



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