Morningstar assigns Morningstar Medalist Ratings at the vehicle level to accurately capture the impact of fee differences on expected net-of-fee alpha between different types of vehicles, including different share classes of the same fund. Morningstar’s research and academic studies have repeatedly s...
Will the real Diversified Growth Fund please stand up I was chatting with someone about diversified growth funds (DGF’s), which are very popular at the moment in the UK. They have been around for over a decade, with the most well known one probably being Standard Life’s GARS fund. Thi...