CAPE TOWN, 13 March 2026 --
Morningstar, Inc.
(Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners for the
Morningstar Awards for Investing Excellence
South Africa 2026. The awards recognise funds and asset managers that have served investors well over the long term and which Morningstar’s manager research team
believes will be able to deliver strong risk-adjusted returns over time.
There are two types of Morningstar awards: the Morningstar Category Awards and the Morningstar Asset Manager Awards.
“Each year, the Morningstar Awards for Investing Excellence shine a light on the investment strategies and managers that have consistently put investors first. Congratulations to our 2026 winners and finalists, who have demonstrated resilience, discipline, and a clear commitment to delivering long‑term value in a volatile and fast‑changing market. Drawing on our rigorous, forward‑looking research, we are pleased to recognise those fund groups that continue to set the standard for investors in South Africa,” saidTal Nieburg, Managing Director of Morningstar South Africa.
The 2026 Morningstar Awards for Investing Excellence award winners in South Africa are:
|
Morningstar Category Awards
|
Winner
|
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Best Aggressive Allocation Fund
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PPS Managed
|
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Best Cautious Allocation Fund
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Amplify SCI Wealth Protector
|
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Best Flexible Allocation Fund
|
36ONE BCI Flexible Opportunity
|
|
Best Global Allocation Fund
|
Allan Gray-Orbis Global Balanced Feeder
|
|
Best Global Equity Fund
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Jupiter Merian World Equity
|
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Best Moderate Allocation Fund
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Amplify SCI Absolute
|
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Best South Africa Equity Fund
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Satrix 40 ETF
|
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Best ZAR Bond Fund
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Truffle SCI Income Plus |
|
Best Asset Manager Awards
|
Winner
|
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Best Asset Manager
|
Allan Gray
|
These awards are determined by a combination of risk-adjusted medium- to long-term performance track records and Morningstar’s forward-looking rating for funds, the Morningstar Medalist Rating™ including its Parent pillar component. The Medalist Rating is set on a five-tier scale running from Gold, Silver, Bronze, Neutral and Negative at the share class level. The full methodology for the awards is available here.
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $378 billion in AUMA as of Dec. 31, 2025. The Company operates through wholly-owned subsidiaries in 32 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on X @MorningstarInc.
Morningstar’s Manager Research Group
Morningstar’s Manager Research Group consists of various wholly owned subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC. Morningstar Manager Research provides independent, fundamental analysis on managed investment strategies. Morningstar views are expressed in the form of Morningstar Medalist Ratings, which are derived through research of three key pillars—People, Process, and Parent. The Morningstar Medalist Rating is the summary expression of Morningstar’s forward looking analysis of investment strategies as offered via specific vehicles using a rating scale of Gold, Silver, Bronze, Neutral, and Negative. A global research team issues detailed research reports on strategies that span vehicle, asset class, and geography. Medalist Ratings are not statements of fact, nor are they credit or risk ratings, and should not be used as the sole basis for investment decisions. A Medalist Rating is not intended to be nor is a guarantee of future performance. This press release is for informational purposes only; references to securities should not be considered an offer or solicitation to buy or sell the securities.
Medalist Ratings are not statements of fact, nor are they credit or risk ratings, and should not be used as the sole basis for investment decisions. A Medalist Rating is not intended to be nor is a guarantee of future performance. This press release is for informational purposes only; references to securities should not be considered an offer or solicitation to buy or sell the securities.
©2026 Morningstar, Inc. All Rights Reserved.
MORN-R
Media Contacts: Angelina Haynes, Angelina.haynes@morningstar.com or newsroom@morningstar.com