This update is primarily intended to refine our classifications for Global Equity funds and Islamic funds and to clarify the naming convention for duration-specific bond categories. The update created more refined Islamic categories defined by geographic and currency focus. The Islamic categories, with the exception of Islamic Global Bond, were renamed and the ratings also removed from the small number of funds remaining in them given their heterogeneity. For Global Equity, we carved out a pure Global Small-Cap Equity category from the Global Small/Mid-Cap Equity category. As the funds remaining in the old category invest across the market-cap spectrum, the category was renamed Global Flex-Cap Equity and redefined accordingly.
Morningstar Europe/Asia Category system updated (November 2011)
As part of our semi-annual Morningstar Category review, update for Morningstar European & Asian Category system was implemented in November.
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Warren Buffett on Bonds, Buybacks, and Apple
What Berkshire Hathaway’s chairman left out of this year’s annual shareholder letter is almost as...
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2021 Morningstar Fund Awards Malaysia
On 25 March, we will announce our annual Morningstar Fund Award winners in Malaysia
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The Dramatic Evolution of Emerging Markets (Part 1)
What does the dynamic nature of these markets mean for portfolio construction?
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TraHK U-Turns on U.S. Executive Order Backwash: Impact Analysis
Tracker Fund of Hong Kong stopped adding new investments in sanctioned companies but resumed afte...
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Asia ETF Roundup (Industry) – December 2020 and January 2021
HSI consultation on methodology enhancement; CSRC, SSE, SZSE issues guidelines on index funds
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-
Warren Buffett on Bonds, Buybacks, and Apple
What Berkshire Hathaway’s chairman left out of this year’s annual shareholder letter is almost as...
-
2021 Morningstar Fund Awards Malaysia
On 25 March, we will announce our annual Morningstar Fund Award winners in Malaysia
-
The Dramatic Evolution of Emerging Markets (Part 1)
What does the dynamic nature of these markets mean for portfolio construction?
-
TraHK U-Turns on U.S. Executive Order Backwash: Impact Analysis
Tracker Fund of Hong Kong stopped adding new investments in sanctioned companies but resumed afte...
-
Asia ETF Roundup (Industry) – December 2020 and January 2021
HSI consultation on methodology enhancement; CSRC, SSE, SZSE issues guidelines on index funds
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