Investment research provider Morningstar has announced the winners of its UK 2023 Morningstar Awards for Investing Excellence which recognise long term performance.
The awards highlight funds and asset managers that have provided strong, risk-adjusted returns to investors over the long term and should be able to do so in future.
Among the category winners are Fidelity, LF Ruffer, Invesco, Schroder and Jupiter. Best Asset Manager awards went to JO Hambro and Robeco.
The awards have three categories: the Morningstar Category Awards, the Morningstar Asset Manager Awards and the Morningstar Asset Manager Sustainable-Investing Awards.
Jonathan Miller, head of UK manager research, Morningstar, said: “The Morningstar Awards for Investing Excellence commends funds and asset managers for serving 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 winners, across equity, fixed income, and multi-asset categories, as the leading funds within the UK for investors.
“Additionally, with our Asset Manager Sustainable-Investing Awards, we seek to recognise asset managers that have built strong ESG capabilities and have proven track records of integrating sustainability principles into their investment organisations” said
The 2023 Morningstar Awards for Investing Excellence award winners in the UK are:
|
Morningstar Category Awards
|
Winner
|
Morningstar Analyst Rating
|
|
Best Europe ex-UK Equity Fund
|
Fidelity European W Acc
|
Silver
|
|
Best GBP Allocation Fund
|
LF Ruffer Diversified Return C GBP Acc
|
Bronze
|
|
Best GBP Bond Fund
|
Invesco Corporate Bond UK Y Inc
|
Silver
|
|
Best Global Equity Fund
|
Schroder Global Sustainable Growth Z GBP Acc
|
Silver
|
|
Best UK Equity Fund
|
Jupiter UK Special Situations I Acc
|
Gold
|
Source: Morningstar
|
Morningstar Asset Manager Awards
|
Winner
|
|
Best Asset Manager
|
J O Hambro Capital Management
|
|
Best Asset Manager – Sustainable Investing
|
Robeco
|
Source: Morningstar
The awards were 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, supported by the Morningstar Quantitative Rating (MQR), when necessary.
