Morningstar, Inc., a leading provider of independent investment research, today announced the nominees for the 2022 UK Morningstar Awards for Investing Excellence. 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 strong risk-adjusted returns in the longer term.
There are three types of Morningstar award: the Morningstar Category Awards, the Morningstar Asset Manager Awards, and the Morningstar Asset Manager Sustainable-Investing Awards.
The nominees for the 2022 UK Morningstar Awards for Investing Excellence are:
| Morningstar Category Awards | Nominees |
| Best Europe ex UK Equity Fund | Allianz Continental European Fund |
| Best Europe ex UK Equity Fund | Comgest Growth Europe ex UK |
| Best Europe ex UK Equity Fund | Fidelity European Fund |
| Best GBP Allocation Fund | Rathbone Multi Asset Strategic Gr Port |
| Best GBP Allocation Fund | Royal London Sustainable Diversified Tr |
| Best GBP Allocation Fund | Vanguard LifeStrategy 40% Equity |
| Best GBP Bond Fund | Invesco Sterling Bond |
| Best GBP Bond Fund | RLBF II Royal London Ethical Bond Fund |
| Best GBP Bond Fund | Royal London Corporate Bond Fund |
| Best Global Equity Fund | AXAWF Global Factors – Sustainable Eq |
| Best Global Equity Fund | Capital Group New World Fund (LUX) |
| Best Global Equity Fund | Fundsmith Equity Fund |
| Best UK Equity Fund | BlackRock UK Special Situations Fund |
| Best UK Equity Fund | Rathbone Income Fund |
| Best UK Equity Fund | Threadneedle UK Equity Income Fund |
Morningstar Asset Manager Awards:
- Capital Group
- T. Rowe Price
- Vanguard
The winner for the Morningstar Asset Manager Sustainable-Investing Award, and the rest of the categories, will be announced on 31 March.
“These awards are designed to recognise the industry’s top-notch fund offerings and investor-friendly firms. The streamlined categories emphasise our analysts’ qualitative, forward-looking views during the selection process across individual fund markets. Additionally, with the introduction of the Asset Manager – Sustainable Investing Award, we seek to recognise asset managers that have built strong ESG capabilities, have proven track records of investing in dedicated ESG resources and are integrating sustainability principles into their investment programs,” said Jonathan Miller, Director of UK Manager Research at Morningstar.
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 Analyst Rating™, complemented by the Morningstar Quantitative Rating™ (MQR), when necessary. The MQR is a quantitative rating that seeks to emulate the Analyst Rating and uses the same Gold, Silver, Bronze, Neutral, Negative scale as the former. The Morningstar Asset Manager – Sustainable Investing Awards are determined by a combination of Morningstar’s ESG Commitment Level for asset managers, along with Morningstar’s sustainability metrics for funds and Manager Research analysts’ knowledge of the fund groups they assess in the context of the Morningstar Analyst Rating for funds.
The full methodology for the awards is available here.
