Morningstar Announces Finalists for 2024 Morningstar Awards for Investing Excellence South Africa – Earn Charter

Cape Town, South Africa, 8 February 2024 — Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the nominees for the 2024 Morningstar Awards for Investing Excellence South Africa. 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 competitive risk-adjusted returns over time.

“The Morningstar Awards for Investing Excellence are designed to recognise the industry’s best fund offerings and investor-centric firms. With our new methodology being used across 24 markets globally, we look forward to rolling out these research-driven awards to the South African market for the first time in 2024” said Tal Nieburg, Managing Director, Managing Director of Morningstar South Africa.

The Morningstar Awards for Investing Excellence winners are chosen based on research and in-depth qualitative evaluation by Morningstar’s manager research group. In South Africa, there are two types of Morningstar awards: the Morningstar Category Awards and the Morningstar Asset Manager Awards. The full methodology for the awards is available here

The winners of the Morningstar Awards for Investing Excellence South Africa will be announced on 14 March 2024.   

The finalists for the 2024 Morningstar Awards for Investing Excellence South Africa are:











Morningstar Category Awards

Finalist

Best Bond Fund

 

 

M&G Bond Fund

Truffle SCI Income Plus Fund

STANLIB Flexible Income Fund

Best Cautious Allocation Fund

 

 

FNB Stable FoF

H4 Stable Fund

PSG Wealth Preserver FoF

Best Moderate Allocation Fund

 

 

Aeon Balanced Prescient Fund

GraySwan SCI Moderate FoF

Ninety One Opportunity Fund

Best Flexible Allocation Fund

 

 

Nedgroup Investments Global Flexible Feeder Fund

Platinum BCI Worldwide Flexible Fund

Sygnia Skeleton Worldwide Flexible Fund

Best Aggressive Allocation Fund

 

 

Denker SCI Balanced Fund

GraySwan SCI Aggressive FoF

H4 Growth Fund

Best South Africa Equity Fund

 

 

 

36ONE BCI Equity Fund

Fairtree Select Equity Prescient Fund

M&G Dividend Maximiser Fund

 

Best Global Equity Fund

 

 

Artisan Global Value Fund

Baillie Gifford Worldwide Long Term Global Growth Fund

Dodge & Cox Worldwide Global Stock Fund

 







Morningstar Asset Manager Awards

Finalist

Best Asset Manager

Camissa Asset Management

Best Asset Manager

Fairtree Asset Management

Best Asset Manager

Schroder Investment Management

 

These awards are designed to recognise the industry’s fund offerings and investor-centric firms which Morningstar’s Manager Research team believes will be able to deliver strong risk-adjusted returns in the longer term. Using the Morningstar Medalist Rating, our manager research team carefully decides the finalists across individual fund markets,” Nieburg added.  

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 Medalist Rating™ including its Parent pillar component. The Medalist Rating is set on a five-tier scale running from Gold, Silver, Bronze, Neutral and Negative at the share class level. The full methodology for the awards is available here

For any enquiries regarding Morningstar’s Awards for Investing Excellence, kindly contact Morningstar via [email protected]

About Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $264 billion in assets under advisement and management as of Sept. 30, 2023. The Company operates through wholly- or majority-owned subsidiaries in 32 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on X @MorningstarInc.

Morningstar’s Manager Research Group

Morningstar’s Manager Research Group consists of various wholly owned subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC. Morningstar Manager Research provides independent, fundamental analysis on managed investment strategies. Morningstar views are expressed in the form of Morningstar Medalist Ratings, which are derived through research of three key pillars—People, Process, and Parent. The Morningstar Medalist Rating is the summary expression of Morningstar’s forward-looking analysis of investment strategies as offered via specific vehicles using a rating scale of Gold, Silver, Bronze, Neutral, and Negative. A global research team issues detailed research reports on strategies that span vehicle, asset class, and geography.

Medalist Ratings are not statements of fact, nor are they credit or risk ratings, and should not be used as the sole basis for investment decisions. A Medalist Rating is not intended to be nor is a guarantee of future performance. This press release is for informational purposes only; references to securities should not be considered an offer or solicitation to buy or sell the securities.

©2024 Morningstar, Inc. All Rights Reserved.

MORN-R

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