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Maj Invest Global Value Equities rated Silver

11 Oct. 2019

In the most recent Morningstar Global Fund Report, Morningstar awarded Maj Invest Global Value Equities with a silver rating. As such, the strategy maintains its rating from 2017. The Morningstar Analyst Rating is a forward-looking analysis attempting to predict the future success of a fund. 

In the report, Morningstar states: "Maj Invest Global Value Equity is a compelling strategy that benefits from an experienced and dedicated team and a sensible and thorough process, leading to a high-conviction portfolio. The strategy has proved its worth since inception and deserves a Morningstar Analyst Rating of Silver."

"Despite a short-term struggle, this fund’s long-term track record has been among the best in its category, leading to a Positive Performance rating. The fund has an impressive track record versus both peers and the MSCI World Index since the 2005 inception of the Danish-domiciled clone. Since its start through August 2019, that fund’s annualised return of 8.6% has almost doubled the category average and has comfortably beaten the index return of 6.6%. It ranks in the first percentile over the 10 years through August 2019 while ranking in the top decile over the trailing five years."

Read the entire report here