2022 UK Morningstar Awards Nominees Announced

We are announcing the nominees for the 2022 Morningstar Awards for Investing Excellence 

Morningstar.co.uk Editors 17 March, 2022 | 12:22PM
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Today, we are revealing 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.

On March 31 we will be revealing the winners of three types of awards: the Morningstar Category Awards, the Morningstar Asset Manager Awards, and the Morningstar Asset Manager Sustainable Investing Awards.

“These awards are designed to recognise the industry's top-notch fund offerings and investor-friendly firms,” Jonathan Miller, director of UK nanager research at Morningstar, says.

The nominees for the 2022 UK Morningstar Category awards are:

The nominees for the 2022 UK Morningstar Asset Manager Awards are: 

The winner for the Morningstar Asset Manager Sustainable Investing Award will be announced on the day of the awards, on March 31.

“The streamlined categories emphasise our analysts’ qualitative, forward-looking views during the selection process across individual fund markets,” Miller says.

“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.”

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.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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