Morningstar Awards for Investing Excellence
Winners Announcement
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.
Relevant Articles and Videos
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Best Global and Asian Bond Fund: PIMCO GIS Income Fund E USD Acc
We caught up with Dan Ivascyn, Group CIO at PIMCO. The firm's PIMCO GIS Income Fund E USD Acc won the Best Global and Asian Bond Fund award.
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Best Asset Manager: Capital Group
We caught up with Caroline Randall from Capital Group that won the Best Asset Manager award.
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Best China Equity Fund: FSSA China Growth Fund – Class I
We caught up with Martin Lau from FSSA who won the Best China Equity Fund award.
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Best Global Equity Fund: Stewart Investors Worldwide Leaders Sustainability Fund I USD ACC
We caught up with Sashi Reddy, the manager of Stewart Investors Worldwide Leaders Sustainability Fund I USD ACC that won the Best Global Equity Fund award.
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Best Asset Manager - Sustainable-Investing: Stewart Investors
We caught up with David Gait from Stewart Investors the Best Asset Manager - Sustainable-Investing award.
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War in Ukraine: How Emerging Market Managers Reacted
Morningstar's fund analyst team asked emerging market managers how they have responded to the Russian invasion of Ukraine and the market turmoil that ensued
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How Exposed Are Your Funds to Russia?
Much less than you would expect, but there are some outliers with heavy weightings to Russian equities among emerging Europe funds
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Russia-Ukraine: What to Do with Your Portfolio?
Asian equities have not been spared from Russia's attack on Ukraine. How are asset managers reacting?
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What Happens to Your ETFs if Chinese ADRs Delist?
Here's a look at some of the ETFs with the highest exposure to Chinese ADRs.
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Top Performing Mutual Funds in Hong Kong and Singapore
Energy stocks gained steam while Greater China equity funds suffered
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Not All Asset Managers Fled China Tutoring
Which fund has been accumulating shares in TAL Education since May?
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Who is Buying JD and Alibaba?
Are Greater China managers further trimming or topping up e-commerce stocks?
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Investing When Everything Is Expensive
It's time to revisit the precept of core and explore
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How Did China Allocation Funds Fare?
The category faced a dual crash of China stock and bond markets in 2021
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Manager Likes the Pivot to Green
T. Rowe Price believes carbon offset projects will recharge capex investments and benefit value sectors
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After Evergrande, Is Fantasia’s Collapse a Sign of Worse to Come?
Fund managers see the stresses on China's property market as temporary and are on the hunt for bargains
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3 Indian Stocks with Great Governance
Gold-rated FSSA Indian Subcontinent Fund’s Vinay Agarwal picks these high conviction names
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Evergrande Crisis: Fund Manager Reaction
Morningstar analysts have produced a comprehensive report on the Evergrande crisis and which fund managers are exposed to the Chinese company - and which have kept their distance
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The Other Evergrande Bond Issuers
The troubled real estate developer has been issuing bonds through its listed entity, as well as through subsidiaries. What's the real Evergrande representation in portfolios?
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Who’s Buying Evergrande’s Bonds?
Blackrock, HSBC and UBS have been accumulating Evergrande bonds over the past few months
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Is Active Better? Depends on Context
Morningstar analysts find limited evidence that there's a systematic and consistent link between high active share and superior returns
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How Managers Navigate Policy Overhang
Medalist equity managers share their approaches to the uncertainties after China's regulatory shake-ups
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Corrections Weigh on China Funds
Is now a good time to sell? Actually, no
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Finding Quality in ASEAN Stocks
JPMorgan Asset Management's Pauline Ng talks about mapping quality opportunities while capitalizing on fast growth
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Pitfalls with Income-Paying Funds
Morningstar research finds that this can happen more than investors have desired