LONDON, 5 August 2019—Morningstar UK Limited, a
subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of
independent investment research, today announced the nominees in two
categories: Outstanding Fund Manager and Rising Talent. The annual Fund Manager
of the Year Awards, now in its 13th year, recognise and celebrate
the best of the UK fund management profession who are selected by Morningstar’s
Manager Research analysts.
The
awards draw from Morningstar’s qualitative manager research, which uses a
globally consistent five-pillar methodology to ascertain a Morningstar Analyst
Rating™ for funds under coverage. The Morningstar Analyst Rating evaluates a
fund’s capacity to outperform its peers and relevant indexes over the long
term. The five pillars in the Morningstar Analyst Rating methodology are
Process, People, Parent, Performance, and Price.
Shortlisted for the Outstanding Fund Manager Award are:
Morningstar presents the Outstanding Fund Manager
Award to the fund manager or team that has produced exceptional returns over
the longer term with consideration given to tenure, consistency of approach,
and risk-adjusted returns.
NOMINEES
|
FUND
|
MORNINGSTAR ANALYST RATING™ |
Ben Whitmore
|
Jupiter UK Special Situations |
Silver
|
Clare Hart
|
JPM US Equity Income
|
Gold
|
Francis Brooke
|
Troy Trojan Income / Troy Income & Growth Trust
|
Silver
|
Jim Leaviss
|
M&G Global Macro Bond
|
Silver
|
Nick Train
|
LF
Lindsell Train UK Equity / Finsbury Growth & Income Trust
|
Gold
|
Shortlisted for the Rising
Talent Award are:
The
Rising Talent Award is presented to a fund manager who has managed its current
fund for less than five years at 30 June 2019 and, in the view of Morningstar’s
Manager Research Analysts demonstrated strong potential to achieve excellent
long-term returns for investors. To be eligible for the Rising Talent Award, managers
must be under qualitative research coverage by a Morningstar Manager Research
Analyst or, alternately, be featured in Morningstar Prospects, a semi-annual
report that profiles notable funds that are being closely monitored for
potential full analyst coverage.
NOMINEES
|
FUND
|
MORNINGSTAR ANALYST RATING™ |
Kacper Brzezniak (co-manager)
|
Allianz
Gilt Yield |
Bronze
|
Laura Foll (co-manager)
|
Lowland Trust
|
Silver
|
Nick Shenton (co-manager)
|
Artemis Income
|
Bronze
|
Praveen Kumar (co-manager)
|
Baillie Gifford
Japan Trust
|
Bronze
|
Morningstar
will announce the winners of the Morningstar Fund Manager of the Year Awards on
Thursday 5th September at Sea Containers Events.
Live updates from the award announcement will be available on Twitter at
http://www.twitter.com/MorningstarInc or through the event hashtag,
#MstarAwards.
Notes to Editors
Morningstar
assigns a Morningstar Analyst Rating to funds using a five-tiered rating scale
of Gold, Silver, Bronze, Neutral, and Negative. Morningstar Medalists—those
funds that have received a Gold, Silver, or Bronze rating—are funds that Morningstar
analysts determine are likely to outperform their peer groups and/or relevant
benchmarks on a risk-adjusted basis over a market cycle of at least five years.
Morningstar
does not charge asset managers to research and rate their funds.
For more information about Morningstar’s manager research and ratings, please
visit https://go.morningstar.com/five_pillars_research
For the Morningstar Analyst Rating methodology, please click here.
About
Morningstar UK Limited and Morningstar, Inc.
Morningstar
UK Limited is a subsidiary of Morningstar, Inc., 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 about US$220 billion in assets under advisement and management as of June 30, 2019. For more information, visit www.morningstar.com/company. Follow Morningstar on
Twitter @MorningstarInc
Analyst
Ratings are subjective in nature and should not be used as the sole basis for
investment decisions. Analyst Ratings are based on Morningstar analysts’
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. This press
release is for informational purposes only; it should not be considered an
offer or solicitation to buy or sell the mutual funds noted within.
©2019
Morningstar, Inc. All Rights Reserved.