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Morningstar Announces 2021 South Africa Fund Award Finalists

01 March 2021 Morningstar

Independent investment research company Morningstar Research (Pty) Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN) has named the finalists of its 2021 South Africa Fund Awards.

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.

The winners for the 2021 Morningstar South Africa Fund Awards will be announced in the coming weeks.

The finalists for the 2021 Morningstar South Africa Fund Awards are:

For Morningstar Fund Awards enquiries, kindly contact Morningstar via [email protected]

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