Morningstar has unveiled its inaugural investment trust ratings, with Anthony Bolton's Fidelity China Special Situations trust given a ‘neural' rating by the new ranking system.
The research house has dished out ratings to 32 investment trusts, giving portfolio's either a gold, silver, bronze, neutral or negative rating. The group has awarded a ‘gold' rating to 6 investment trusts, which includes BlackRock's Evy Hambro and Henderson's Job Curtis. Gold ratings have been awarded to BlackRock Smaller Companies trust, BlackRock World Mining, City of London, Murray International, Scottish Mortgage and Perpetual Income & Growth. Jackie Beard, director of investment trust research at Morningstar, said the gold ratings are handed out to trusts which are the ‘best ...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
