Morningstar Announces Finalists for 2022 South Africa Fund Awards

Tal Nieburg, Managing Director of Morningstar South Africa

Independent investment research company Morningstar Research (Pty) Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN) has named the finalists of its 2022 Morningstar Fund Awards South Africa.

Morningstar selects the finalists 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. For the full Morningstar Awards methodology, please click here.

“Despite unprecedented market uncertainty, our nominated fund managers stood out for their ability to show an unwavering focus in serving the best interests of investors, while delivering excellent returns over the longer term,” said Tal Nieburg, Managing Director of Morningstar South Africa.

Morningstar will announce the winners on 22 March 2022. For event information visit https://go.morningstar.com/Morningstar-Awards.

The finalists for the 2022 Morningstar South Africa Fund Awards are: