Morningstar Announces Winners for Morningstar UK Fund Awards 2016

London - 30 March 2016

Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has announced the fund and fund group winners of its 2016 UK Fund Awards.  

The annual Morningstar UK Fund Awards are designed to help investors identify the retail funds and fund groups that added the most value for investors within the context of their relevant peer group in 2015 and over longer time periods. Morningstar selects the winners using a quantitative methodology with a qualitative overlay that considers the one-, three-, and five-year performance history of all eligible funds, and adjusts returns for risk using Morningstar Risk, a measure that imposes a higher penalty for downside variation in a fund’s return than it does for upside volatility. 

“When compared to peers, all of our winners delivered strong results in 2015 and over the five years ended 31 December after taking risk into account,” Christopher Traulsen, CFA, Morningstar’s Director of Manager Research for EMEA, said. “These funds and fund houses have demonstrated that they have the ability to earn strong returns over the long-term without undue risk. We believe that taking a patient, long-term view to investing will ultimately help investors reach their financial goals.”

The winners of the Morningstar UK Fund Awards 2016 are:

FUND CATEGORY AWARDS:

WINNERS:

 

Best Europe Equity Fund

 

MFS Meridian European Value W1 USD

 

Best GBP Allocation Fund

Premier Multi-Asset Monthly Income A Inc

(Morningstar Analyst Rating™ of Bronze)

 

Best GBP Bond Fund

Rathbone Ethical Bond R Acc

 

Best Global Equity Fund

Fundsmith Equity R Inc

(Morningstar Analyst Rating™ of Bronze)

 

Best UK Equity Fund

Threadneedle UK Growth R

 

Best UK Small/Mid-Cap Equity Fund

Liontrust UK Smaller Companies R Inc

(Morningstar Analyst Rating™ of Bronze)

 

FUND HOUSE AWARDS:

WINNERS:

 

Best Equity Fund House

First State Investments

Best Fixed-Income Fund House

Fidelity International

Best Multi-Asset Fund House

Fidelity International

 

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