June 22, 2018

Morningstar Announces Winners for Morningstar UK Fund Awards 2018

LONDON, 22 June—Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has announced the fund and fund group winners of its UK Fund Awards 2018.

The annual Morningstar UK Fund Awards recognise the retail funds and fund groups that added the most value for investors within the context of their relevant peer group in the previous year and over longer time periods. Morningstar selects the winners using a quantitative methodology, and eligible funds require a five-year performance track record. Weightings to one-, three-, and five-year performance are factored into the methodology, along with a qualitative overlay.

“We saw many strong contenders for the Morningstar UK Fund Awards 2018, and the winning funds and fund houses have demonstrated the ability to earn strong risk-adjusted returns for investors,” said Jonathan Miller, Morningstar UK’s Director of Manager Research. “It’s important for investors to take a long-term view to avoid undue risk.”

The winners of the Morningstar UK Fund Awards 2018 are:

FUND CATEGORY AWARDS:

WINNERS:

Best Europe Equity Fund

FP CRUX European Special Situations

Morningstar Analyst Rating - Bronze

Best Global Equity Fund

Ardevora Global Equity

Best UK Equity Fund

Jupiter UK Special Situations

Morningstar Analyst Rating - Silver

Best UK Small/Mid-Cap Equity Fund

TB Amati UK Smaller Companies

Morningstar Analyst Rating - Bronze

Best GBP Bond Fund

M&G Strategic Corporate Bond GBP

Morningstar Analyst Rating - Silver

Best GBP Allocation Fund

MI Hawksmoor Vanbrugh

FUND HOUSE AWARDS:

WINNERS:

Best Equity Fund House

Comgest

Best Fund House: Overall

T. Rowe Price

Best Fixed-Income Fund House

T. Rowe Price

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Notes to Editors:

The Morningstar fund category and fund house awards are based on Morningstar fund data as at 31 December 2017. The awards methodology emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the award peer groups in order to obtain an award. In selecting winners, fund returns are adjusted for risk using the Morningstar Risk, a measure which imposes a higher penalty for downside variation in a fund’s return than it does for upside volatility. For the full Morningstar Awards methodology, please click here.

Some of the winning funds hold a Morningstar Analyst Rating. Morningstar Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar’s current expectations about future events and therefore involve unknown risks and uncertainties that may cause Morningstar’s expectations not to occur or to differ significantly from what was expected. Morningstar does not represent its Analyst Ratings to be guarantees nor should they be viewed as an assessment of a fund’s or the fund’s underlying securities’ creditworthiness.

 

References to and commentary on the above-mentioned funds should not be considered a solicitation to buy or sell that fund.

 

About Morningstar UK Limited and Morningstar, Inc.
Morningstar UK Limited is a subsidiary of Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than US$201 billion in assets under advisement and management as of March 31, 2018. The company has operations in 27 countries.

©2018 Morningstar, Inc. All Rights Reserved.

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