Morningstar has announced the winners for the 2023 Morningstar Awards for Investing Excellence UK.
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 over time.
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 winners for the 2023 Morningstar Awards for Investing Excellence are:
Jonathan Miller, head of UK manager research at Morningstar, comments: “The Morningstar Awards for Investing Excellence commends funds and asset managers for serving investors well and which Morningstar’s Manager Research team believes will be able to deliver strong risk-adjusted returns in the longer term.
“Based on Morningstar’s forward-looking ratings for funds, the Morningstar manager research team carefully decide the winners, across equity, fixed income, and multi-asset categories, as the leading funds within the UK for investors. Additionally, with our Asset Manager Sustainable-Investing Awards, we seek to recognise asset managers that have built strong ESG capabilities and have proven track records of integrating sustainability principles into their investment organisations,” he says.
For a look at the nominees, check out this previous article.
This week we will be publishing our interviews with the winners. You can already watch our interviews with winner of Best Asset Manager, J O Hambro Capital Management, and winner of Best Asset Manager – Sustainable Investing, Robeco.
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.
