Morningstar Announces Nominees for 2022 UK Morningstar Awards for Investing Excellence

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 AwardsNominees


Best Europe ex UK Equity FundAllianz Continental European Fund
Best Europe ex UK Equity FundComgest Growth Europe ex UK
Best Europe ex UK Equity FundFidelity European Fund
Best GBP Allocation FundRathbone Multi Asset Strategic Gr Port
Best GBP Allocation FundRoyal London Sustainable Diversified Tr
Best GBP Allocation FundVanguard LifeStrategy 40% Equity
Best GBP Bond FundInvesco Sterling Bond
Best GBP Bond FundRLBF II Royal London Ethical Bond Fund
Best GBP Bond FundRoyal London Corporate Bond Fund
Best Global Equity FundAXAWF Global Factors – Sustainable Eq
Best Global Equity FundCapital Group New World Fund (LUX)
Best Global Equity FundFundsmith Equity Fund
Best UK Equity FundBlackRock UK Special Situations Fund
Best UK Equity FundRathbone Income Fund
Best UK Equity FundThreadneedle 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.


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.

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