Seafarer Overseas Growth and Income has remained distinctive and attractive as it has evolved, and its institutional share class has retained its Morningstar Analyst Rating of Silver while its investor share class stays at Bronze.
Will SFGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SFGIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SFGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SFGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.