The Morningstar Category is the peer group used to determine an investment's relative merits. In this case, the move has led to this strategy's Morningstar Medalist Rating being downgraded to Negative from Neutral. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. The strategy changed its peer group last October, moving from the Foreign Small/ Mid Growth category to the Foreign Large Growth Morningstar Category.
Morningstar’s Analysis IPOS
Will IPOS outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
- Current Portfolio Date
- Equity Holdings 57
- Bond Holdings 0
- Other Holdings 8
- % Assets in Top 10 Holdings 47.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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