July 29, 2020

Morningstar Announces Nominees for 2020 UK Fund Manager of the Year Awards

LONDON, 29 July 2020—Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the nominees for its Fund Manager of the Year Awards in two categories: Outstanding Fund Manager and Rising Talent. The winner of the third category, Outstanding Investment House, will be announced at the awards ceremony.

The annual Fund Manager of the Year Awards, now in their 14th 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 forward-looking fund rating system, the Morningstar Analyst Rating™ for funds. Morningstar assigns the Analyst Rating to funds that analysts qualitatively assess, typically through manager interviews and other sources. That assessment turns on three key “pillars”—People, Process, and Parent—with the rating reflecting how well the analysts expect the fund to perform after fees, while also taking risk into account.

Outstanding Fund Manager Award Shortlist:

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 *

Francis Brooke

Trojan Income / Troy Income & Growth Trust

Silver

Austin Forey

JPM Emerging Markets / JPMorgan Emerging Markets Trust

Silver

Mike Fox

Royal London Sustainable Leaders

Silver

Clare Hart

JPM US Equity Income

Gold

John Pattullo
and Jenna Barnard

Janus Henderson Strategic Bond

Silver

* Rating shown is for the most relevant clean share class only. Other share classes may carry a different rating, dependent on fees. Hedged share classes are typically excluded. Ratings reflected as of 29 July 2020.

Rising Talent Award Shortlist:

The Rising Talent Award is presented to a fund manager who has managed their current fund for less than five years as of 30 June 2020 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 feature 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

Allianz Strategic Bond

Prospect

Gordon
Fraser

BlackRock Emerging Markets

Bronze

Louise
Kernohan

ASI UK Equity

Prospect

Praveen Kumar

Baillie Gifford Japan Trust

Bronze

* Rating shown is for the most relevant clean share class only. Other share classes may carry a different rating, dependent on fees. Hedged share classes are typically excluded. Ratings reflected as of 29 July 2020.

The safety and well-being of our staff and clients is our top concern, and due to the ongoing COVID-19 outbreak, we have taken the decision not to host a live event. Instead, we would like to honour and celebrate the winners of these awards digitally. We will be announcing the winners on Morningstar.co.uk during the autumn with details to be confirmed in due course.

- Ends -

Notes to Editors

The Analyst Rating is Morningstar’s forward-looking, analyst-driven ratings system that takes the form of Gold, Silver, Bronze, Neutral, and Negative. The Analyst Rating denotes an analyst’s conviction in a fund’s investment merits. Analysts typically re-evaluate Analyst Ratings on an annual basis. For more information about Morningstar’s manager research and ratings, please click here.

Rating shown is for the most relevant clean share class only. Other share classes may carry a different rating, dependent on fees. Hedged share classes are typically excluded.

For more information about Morningstar Awards, visit https://go.morningstar.com/Morningstar-Awards and for more information on the Morningstar Awards Qualitative 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 approximately US$179 billion in assets under advisement and management as of March 31, 2020. The Company has operations in 27 countries. 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.

©2020 Morningstar, Inc. All Rights Reserved.

________________________________

Mimi Celeste Taylor Media Relations Manager Morningstar UK Ltd
Morningstar. Illuminating investing worldwide. T +44 (0)20 3107 0109
M +44 07983 132598
Twitter: @mstarukmedia
mimiceleste.taylor@morningstar.com
www.morningstar.co.uk

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