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:


Quick Polls


Government has raised the VAT rate. How will this impact short term insurance policies?


There will be a lot of confusion. If a policy is written at 14% and subsequently cancelled (at 15%), how much is the refunded amount?
All will be ok. The industry has had time to prepare for the VAT increase.
Government has really not thought through what the unintended consequences of the increase would be.
AE fanews magazine
FAnews February 2018 EditionGet the latest issue of FAnews

This month's headlines

Viceroy in the purview of the FSB
The fundamental right to work
AI for dummies
‘Day Zero’ the day taps are anticipated to run dry
Pre-existing conditions: insuring the uninsurable
Subscribe now