Morningstar announces winners for 2018 Morningstar South Africa Fund Awards

01 March 2018Morningstar

Morningstar Research (Pty) Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the winners for its 2018 South Africa Fund Awards.

The annual Morningstar South Africa Fund Awards recognise funds and fund houses that added the most value for investors within the context of their relevant peer group in 2017 and over longer time periods. 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.

“The winners of this year’s South Africa Fund Awards demonstrate the value of long-term investment strategies that outperformed relevant peer groups within a turbulent economic and political environment” said Tal Nieburg, Managing Director for Morningstar South Africa. ”In spite of these conditions our winning managers relied on skill, experience and solid fund management strategies to deliver top returns to their investors ”.

The winners for the 2018 Morningstar South Africa Fund Awards are:


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