To ensure our categorization system is responsive to the fast-changing mutual fund market, we monitor and review our system from time to time. In the past several years of ups and downs, globalization and financial innovation blend to create a long list of new fund types, such as BRIC equity funds and infrastructure equity funds, thus we would like to enhance our categorization system to cater investors’ needs, and more importantly, to ensure that our Morningstar rating, which heavily bases on the fairness of the categorization system, is an effective investment tool for mutual fund investors.
To achieve this, the following changes have been undertaken:
New Categories
Diversified Equity-
Africa Equity
Africa & Middle East Equity
Brazil Equity
BRIC Equity
Greece Equity
Poland Equity
Turkey Equity
Specialty Equity-
Sector Equity Natural Resources
Sector Equity Alternative Energy
Sector Equity Ecology
Sector Equity Infrastructure
Sector Equity Private Equity
Unrated Equity-
Other Europe Equity (formerly Eurozone Single Country Equity)
Other Asia-Pacific Equity (formerly Emerging Asia Single Country Equity)
Other Americas Equity
Bond & Money Market-
Turkey Bond
TRY Money Market
Disbanded:
Real Estate Direct – Germany (Funds Will Be Placed in ‘Sector Real Estate Direct’)
To learn more about our categorization system, please click here.
