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Morningstar

Equities

The best and worst funds of 2013

A year hyped as the start of a great rotation from bonds into equities actually saw more of a trickle out of fixed income, but it was not plain sailing for bond funds.

clock 18 December 2013 • 2 min read

Investment

Morningstar launches ratings for passive funds

Morningstar has launched qualitative research and ratings for passive funds, assigning a Morningstar Analyst Rating for 25 of the most popular index funds in the UK.

clock 03 December 2013 •

Fixed Income

Sector report: Four fund picks in the heavily-polarised strat bond space

STRAT BONDS

clock 21 November 2013 • 5 min read

Equities

Where did the smart money go in October?

TOP PERFORMERS

clock 07 November 2013 •

Adviser tips

Are you getting what you need from fund rating services?

THE SCORE

clock 24 October 2013 •

Wrap/platforms

Skandia links with Morningstar to ease client portfolio analysis

Skandia has integrated with the Morningstar Adviser Workstation in order to help advisers with client portfolios analysis.

clock 23 October 2013 •

Equities

Fidelity Special Sits downgraded following Shah announcement

Morningstar OBSR has downgraded the Fidelity Special Situations fund rating from silver to neutral following the announcement that Sanjeev Shah will be stepping down as manager.

clock 04 September 2013 •

Managed solutions

Morningstar's managed portfolio service goes live on Transact

Morningstar's managed portfolio service for advisers is now available on Transact.

clock 02 September 2013 •

Managed solutions

How to pick AR strategies in time of market stress

ABSOLUTE RETURN

clock 30 August 2013 • 5 min read

Economics / Markets

The 100% Club: Funds that doubled investors' money over five years

100% CLUB

clock 14 August 2013 •
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