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Morningstar links up with Schroders in style fund shows

US rating agency Morningstar is teaming up with Schroders in the build-up to its launch into the UK market early next year.

Morningstar will take part in Schroders&#39 roadshows, in which the fund manager will be promoting its eight new “style” funds, due to be launched in December.

Morningstar has been a keen follower of style investing in the US and its website has a fund selector tool which categorises funds by style.

The company will use the roadshows to talk to IFAs about the merits of style investing and the reasons for its popularity in the US.

Style investing looks to pick the securities with similar characteristics regardless of sector or geography.

Schroders may also buy a licence to use Morning-star software on its website.

Although Morningstar&#39s rating service is free to fund managers, it offers a number of customised website services for a fee.

The company&#39s UK site will not initially be as comprehensive as its US site but is set to grow as UK investors become more knowledgeable. Morningstar foresees IFAs making up the bulk of its initial users.

UK chief executive Tobias Webb says: “In the US, one of our key clientele is the adviser. With margins reduced by discount brokers, the more depth of information and analysis they can give to clients, the more sticky the clients will become.”

Schroders director of client services Robin Stoakley says: “We are very pleased that there is going to be a serious competitor to the dominant performance measurement companies in the UK.”


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