Morningstar OBSR analysts have been reaffirming their Gold-ratings on a number of top-notch funds over the last few weeks. This group of highly-regarded funds generally focus on UK investments, but concentrate on investing in different areas, such as small-cap companies or corporate bonds.
Below is a selection of funds that have had their Gold ratings reaffirmed in new analyst reports over the last few weeks:
Aberforth UK Small Companies Fund
Morningstar Rating: Gold
Brief description: This fund is considered to be a good “supporting player” within a large portfolio. The investment style has a bias towards value-oriented small-cap companies.
Click here to read the latest Morningstar research about this fund
Schroder UK Alpha Plus Fund
Morningstar Rating: Gold
Brief description: This fund has just celebrated its 10th anniversary and remains one of the best UK equity funds around, according to Morningstar OBSR analysts. However, investors should be prepared for short-term volatility if they buy into this fund.
Click here to read the latest Morningstar research about this fund
Invesco Perpetual High Income Fund
Morningstar Rating: Gold
Brief description: Morningstar OBSR analysts say that this fund could serve as a core portfolio holding for UK investors who have a total-return mindset.
Click here to read the latest Morningstar research about this fund
Invesco Perpetual Corporate Bond Fund
Morningstar Rating: Gold
Brief description: For some investors, this actively managed corporate bond fund could be used as central fixed-interest holding. But for others, it could be used as a niche player within a large portfolio.
Click here to read the latest Morningstar research about this fund
M&G Global Basics Fund
Morningstar Rating: Gold
Brief description: This fund is one of the largest UK-based funds around, with assets under management exceeding £5 billion. The fund focuses on investing in the "global economy’s building blocks - the basic needs and wants of the global population,” explains Morningstar OBSR analyst, Oliver Kettlewell.
Click here to read the latest Morningstar research about this fund