(London, UK), Thursday 9th March 2023 -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the nominees for the 2023 Morningstar Awards for Investing Excellence UK. The awards recognise those 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 three types of Morningstar award: the Morningstar Category Awards, the Morningstar Asset Manager Awards, and the Morningstar Asset Manager Sustainable-Investing Awards.
The nominees for the 2023 Morningstar Awards for Investing Excellence UK are:
| Morningstar Category Awards | Nominees | Fund Name |
| Best Europe ex-UK Equity Fund | Fidelity | Fidelity European W Acc |
| Best Europe ex-UK Equity Fund | M&G | M&G European Sustain Paris Aligned I Acc |
| Best Europe ex-UK Equity Fund | Janus Henderson | Janus Henderson European Focus I Acc |
| Best GBP Allocation Fund | Ruffer | LF Ruffer Diversified Return C GBP Acc |
| Best GBP Allocation Fund | Rathbone | Rathbone Multi-Asset Total Return S Acc |
| Best GBP Allocation Fund | BNY Mellon | BNY Mellon Mlt-Asst Balanced Inst W Acc |
| Best GBP Bond Fund | Invesco | Invesco Corporate Bond UK Y Inc |
| Best GBP Bond Fund | M&G | M&G Strategic Corporate Bond GBP I Inc |
| Best GBP Bond Fund | Royal London | Royal London Corporate Bond Y Inc |
| Best Global Equity Fund | Schroders | Schroder Global Sustainable Gr Z GBP Acc |
| Best Global Equity Fund | GQG Partners | GQG Partners Global Equity I GBP Acc |
| Best Global Equity Fund | GuardCap | GuardCap Global Equity I GBP Acc |
| Best UK Equity Fund | Jupiter | Jupiter UK Special Situations I Acc |
| Best UK Equity Fund | JO Hambro | JOHCM UK Dynamic Y GBP Acc |
| Best UK Equity Fund | Liontrust | Liontrust UK Growth I Inc |
| Morningstar Asset Manager Awards | Nominees |
| Best Asset Manager | J O Hambro |
| Best Asset Manager | Dimensional |
| Best Asset Manager | Fidelity International |
| Best Asset Manager - Sustainable Investing | Robeco |
| Best Asset Manager - Sustainable Investing | Stewart Investors |
| Best Asset Manager - Sustainable Investing | Schroders |
“These awards recognise funds and asset managers that have served investors well and which Morningstar’s Manager Research team believes will be able to deliver strong risk-adjusted returns in the longer term. Based on Morningstar’s forward-looking ratings for funds, the Morningstar manager research team carefully decide the finalists across individual fund markets.,” said Jonathan Miller, head of UK manager research, Morningstar
Methodology
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 Analyst Rating™, complemented by the Morningstar Quantitative Rating™ (MQR), when necessary. The MQR is a quantitative rating that seeks to emulate the Analyst Rating and uses the same Gold, Silver, Bronze, Neutral, Negative scale as the former. The Morningstar Asset Manager – Sustainable Investing Awards are determined by a combination of Morningstar’s ESG Commitment Level for asset managers, along with Morningstar’s sustainability metrics for funds and Manager Research analysts’ knowledge of the fund groups they assess in the context of the Morningstar Analyst Rating for funds.
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, and institutional investors in the debt and 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, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $246 billion in assets under advisement and management as of Dec. 31, 2022. The Company operates through wholly- or majority-owned subsidiaries in 32 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc.
Morningstar's Manager Research Group consists of various wholly owned subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC. 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 Manager Research Group's current expectations about future events and therefore involve unknown risks and uncertainties that may cause such expectations not to occur or to differ significantly from what was expected. Analyst Ratings are not guarantees nor should they be viewed as an assessment of a fund's or a fund's or separately managed account's underlying securities' creditworthiness. This press release is for informational purposes only; references to securities or a separately managed account investment strategy in this press release should not be considered an offer or solicitation to buy or sell the securities or to invest in accordance with that strategy.
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