August 5, 2019

Morningstar Announces Nominees for 2019 Fund Manager of the Year Awards

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.

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