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Morningstar Announces Winners for the 2015 Morningstar South Africa Fund Awards

06 March 2015 Morningstar Research Limited

Morningstar Research (Pty) Limited, a subsidiary of leading independent investment research provider Morningstar, Inc. (NASDAQ: MORN), has announced the winners of its 2015 South Africa Fund Awards.

Morningstar annually recognises unit trusts that have delivered excellent risk-adjusted returns for investors. The Morningstar Awards are designed to help investors identify the country's most exceptional funds and fund managers for the previous year.

“This is the sixth year we’ve awarded fund and fund groups in South Africa for adding the most value for investors. As part of our mission to help investors reach their financial goals, we recognize the fund options that have excelled in delivering outstanding risk-adjusted outcomes in their categories, and the fund houses that have achieved impressive returns for their investors,” Tal Nieburg, managing director for Morningstar in South Africa, said.

The winners for the 2015 Morningstar South Africa Fund Awards are:

Best Aggressive Allocation Fund                    Nedgroup Investments Core Diversified
Best Cautious Allocation Fund                        Prudential Inflation Plus
Best Diversified Bond Fund                             ABSA Multi-Managed Bond
Best Flexible Allocation Fund                          Centaur BCI Flexible
Best Global Bond Fund                                   STANLIB Global Bond Feeder Fund
Best Global Equity Fund                                  Old Mutual Global Equity
Best Indirect Property Fund                             ABSA Property Equity
Best Moderate Allocation Fund                        27four Balanced Prescient Fund of Funds
Best Regional Offshore Equity Fund                db x-trackers MSCI USA
Best Sector Equity                                            Coronation Industrial
Best Short-Term Bond Fund                            Coronation Strategic Income
Best South Africa Equity Fund                          Harvard House BCI Equity
Best South Africa Small-Cap Equity Fund        Nedgroup Investments Entrepreneur

Best Fund House: Larger Fund Range             Coronation Fund Managers
Best Fund House: Smaller Fund Range            Foord Asset Management

On 4 March 2015, Morningstar in South Africa announced the winners at a gala dinner and ceremony at The Table Bay Hotel, V&A Waterfront in Cape Town. For event information and the awards methodology, please contact Awards.ZA@morningstar.com or visit http://awards.morningstar.com.

 

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