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Morningstar Announces Finalists for 2024 Morningstar Awards for Investing Excellence South Africa

09 February 2024 Morningstar South Africa
Tal Nieburg

Tal Nieburg

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the nominees for the 2024 Morningstar Awards for Investing Excellence South Africa.

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 competitive risk-adjusted returns over time.

“The Morningstar Awards for Investing Excellence are designed to recognise the industry’s best fund offerings and investor-centric firms. With our new methodology being used across 24 markets globally, we look forward to rolling out these research-driven awards to the South African market for the first time in 2024” said Tal Nieburg, Managing Director, Managing Director of Morningstar South Africa.

The Morningstar Awards for Investing Excellence winners are chosen based on research and in-depth qualitative evaluation by Morningstar's manager research group. In South Africa, there are two types of Morningstar awards: the Morningstar Category Awards and the Morningstar Asset Manager Awards. The full methodology for the awards is available here.

The winners of the Morningstar Awards for Investing Excellence South Africa will be announced on 14 March 2024.

The finalists for the 2024 Morningstar Awards for Investing Excellence South Africa are:

Morningstar Category Awards

Finalist

Best Bond Fund

 

 

M&G Bond Fund

Truffle SCI Income Plus Fund

STANLIB Flexible Income Fund

Best Cautious Allocation Fund

 

 

FNB Stable FoF

H4 Stable Fund

PSG Wealth Preserver FoF

Best Moderate Allocation Fund

 

 

Aeon Balanced Prescient Fund

GraySwan SCI Moderate FoF

Ninety One Opportunity Fund

Best Flexible Allocation Fund

 

 

Nedgroup Investments Global Flexible Feeder Fund

Platinum BCI Worldwide Flexible Fund

Sygnia Skeleton Worldwide Flexible Fund

Best Aggressive Allocation Fund

 

 

Denker SCI Balanced Fund

GraySwan SCI Aggressive FoF

H4 Growth Fund

Best South Africa Equity Fund

 

 

 

36ONE BCI Equity Fund

Fairtree Select Equity Prescient Fund

M&G Dividend Maximiser Fund

 

Best Global Equity Fund

 

 

Artisan Global Value Fund

Baillie Gifford Worldwide Long Term Global Growth Fund

Dodge & Cox Worldwide Global Stock Fund

 

Morningstar Asset Manager Awards

Finalist

Best Asset Manager

Camissa Asset Management

Best Asset Manager

Fairtree Asset Management

Best Asset Manager

Schroder Investment Management


“These awards are designed to recognise the industry’s fund offerings and investor-centric firms which Morningstar’s Manager Research team believes will be able to deliver strong risk-adjusted returns in the longer term. Using the Morningstar Medalist Rating, our manager research team carefully decides the finalists across individual fund markets,” Nieburg added.

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 Medalist Rating™ including its Parent pillar component. The Medalist Rating is set on a five-tier scale running from Gold, Silver, Bronze, Neutral and Negative at the share class level. The full methodology for the awards is available here.

For any enquiries regarding Morningstar’s Awards for Investing Excellence, kindly contact Morningstar via awards.za@morningstar.com

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