FOLLOWING the bestowal of an S&P A rating for their Assetmaster range last month, Williams de Broë has been awarded three-year ratings by Morningstar.
Comprising the Assetmaster range are four funds: cautious, growth, balanced and international growth, the former two having been awarded five stars and the latter two four stars by the independent financial researcher. The Morningstar rating is a quantitative assessment of a fund’s past performance of return and risk on a scale of one to five stars. Focused comparison groups are used to assess fund manager skill. Four- and five-star ratings indicate that the fund is within the top 22.5pc and 10pc of funds in its sector respectively. Business development director at Williams de Broë...
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