Based on a set of criteria provided by Lloyds Bank, Morningstar have created a shortened fund list from the available funds in our funds supermarket. These funds cover a range of sectors, risk profiles and fund types, for example; active and index trackers.Who are Morningstar?
The wider Morningstar group provides independent analysis and ratings of investment funds to help investors evaluate funds. They have a team of approximately 100 fund analysts worldwide. The team look at the strengths and weaknesses of a fund based on five areas; process / performance / people / parent / price. The Morningstar Investment Management team use those ratings and research to select a list of funds which match the criteria set by Lloyds Bank.Can funds in the Select List change?
Morningstar will monitor how the funds are doing each quarter and may make suggestions to Lloyds Bank to change some of the funds. We will review the suggested changes and make these available to our customers. You can see any changes here.