The Morningstar Medalist Rating is now available in FE Analytics, allowing you to quickly filter and identify funds which, according to Morningstar’s assessment, have the potential to outperform their Morningstar Category index after fees.
The Morningstar Medalist Rating is the result of combining the Analyst and Quantitative Ratings, merging forward-looking qualitative and quantitative analysis into one rating system. It is a five-tier rating system that ranks funds from Gold to Negative, with Gold, Silver, and Bronze indicating that the fund may outperform the market in the long term.
Using FE Analytics to research Morningstar Medalist Ratings
The Morningstar Medalist Ratings are available within multiple areas of FE Analytics, allowing you to utilise them across many aspects of your process.
Custom Portfolio Report Builder
View the Medalist Rating of funds when generating Medium and Long Scans. For the Long Scan, the Medalist Rating will be a part of the report in the Fund Information table, whereas for the Medium Scan, you will need to modify the Portfolio Table settings to add it to your table.
Build Custom Tables based on the Morningstar Medalist Rating from either the Quick Find, the Field in the Pricing and General Information, or the Rating section of the Performance Characteristics. The final results will give you a table that includes the Fund, Citicode, and the Morningstar Medalist Rating.
Run your own analysis of the funds that fulfil your criteria by setting and saving your preferred Medalist Rating as an active list to always make sure it stays up to date.
Easily monitor the portfolios you build and stay up to date with any changes by setting up an alert via Alert Manager to notify you of any changes to the Medalist Ratings of your chosen funds. You will receive a notification if any changes occur and, of course, you can modify the alert any time you wish.
More from FE fundinfo
We are pleased to announce new Value for Money functionality in FE Analytics that will support advisers in meeting the Consumer Duty 'Price and Value' outcome. This includes Assessment of Value documents and new Value for Money data fields located in a fund's factsheet.
The integration between FE CashCalc and FE Analytics is now live and will enable those who have a licence to both the ability to generate a Medium Scan from within FE CashCalc, easily export a portfolio from FE CashCalc into FE Analytics, and quickly download documents such as FE Analytics factsheets from within FE CashCalc.
In today's financial landscape, the role of financial advisers is more critical than ever. As consumers navigate complex investment decisions and seek expert guidance, it is essential for advisers to fulfil their responsibilities towards their clients.
Even more ESG-related information and functionality has been added into FE Analytics, each designed to help ensure you have easy access to decision-useful information and can make an investment decision better aligned with your clients' objectives and values.