Morningstar has announced its awards for the Fund Awards 2016.
The Morningstar Awards are designed to help investors around the world identify the year's most exceptional funds and fund managers. Awards are announced throughout the year at ceremonies across Europe, Asia, Africa, and the Americas, honoring managers that have added the most value for investors.
Fund and fund group finalists are selected based on sound quantitative methodologies that emphasize outperformance over one-, three-, and five-year periods, while our regional analyst-driven Fund Manager of the Year awards recognize managers who have not only achieved impressive returns, but also been strong stewards of shareholder capital.
Finalists for the Morningstar Fund Awards 2016 are listed below per Category Awards and the Fund House Awards.
CATEGORY AWARDS
Best EUR Allocation Fund: Acatis ELM Konzept (Wallberg Invest SA), Multi Opportunities (Deutsche Asset & Wealth Management Investment S.A.), Vector Flexible C1 (Vector Asset Management S.A.)
Best EUR Fixed-Income: BlackRock Global Funds - Euro Bond Fund A2 (BlackRock (Luxembourg) SA), NB - Euro Bond (GNB - International Management SA), Vontobel Fund - EUR Corporate Bond Mid Yield A (Vontobel Asset Management S.A.)
Best Europe Equity Fund: DNCA Invest Value Europe A (DNCA Finance Luxembourg), GAM Star Continental European Equity Fund EUR Acc (GAM Fund Management Limited), Invesco Funds - Invesco Pan European Structured Equity Fund A Inc (Invesco Management (LUX) S.A.)
Best Global Equity Fund: Investec Global Strategy Fund - Global Franchise Fund A Acc (Investec Asset Management Luxembourg), Nordea-1 Global Stable Equity Fund Unhedged BP EUR (Nordea Investment Funds SA), ValueInvest LUX Global A Cap (ValueInvest Asset Management S.A.)
FUND HOUSE AWARDS
Best Fund House: Equity: Fidelity International, First State, Schroders
Best Fund House: Fixed-Income: AXA Investment Managers, Jyske Invest, T. Rowe Price
Best Fund House: Multi-Asset: Fidelity International, Schroders, T. Rowe Price
The winners of the Morningstar Fund Awards 2016 will be announced during the Award Ceremony on Thursday 10 March in Luxembourg.
