Morningstar Announces Nominees for 2024 Morningstar Awards for Investing Excellence Sweden – Earn Charter

(Stockholm, Sweden), (13 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 Sweden. 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.

There are three types of Morningstar awards: the Morningstar Category Awards, the Morningstar Asset Manager Awards, and the Morningstar Asset Manager Sustainable-Investing Awards.

The nominees for the 2024 Morningstar Awards for Investing Excellence Sweden are:






















Morningstar Category Awards

Nominees

Best Global Equity Fund

JPMorgan – JPM Global Focus A (acc) EUR

Best Global Equity Fund

JPMorgan – JPM Global Select Equity A (acc) USD

Best Global Equity Fund

Swedbank Robur – Swedbank Robur Globalfond A

Best Nordic Equity Fund

Handelsbanken – XACT Norden

Best Nordic Equity Fund

Holberg Fondene – Holberg Norden A

Best Nordic Equity Fund

Nordea – Nordea Nordic Small Cap K SEK

Best SEK Allocation Fund

Carnegie – Carnegie Strategifond A

Best SEK Allocation Fund

Investerum – Investerum Strategic Value A

Best SEK Allocation Fund

SEB Investment Management AB – SEB Pension C USD

Best SEK Corporate Bond Fund

AMF Fonder – AMF Räntefond Lång

Best SEK Corporate Bond Fund

Länsförsäkringar – Länsförsäkringar Företagsobli Vision

Best SEK Corporate Bond Fund

SEB Investment Management – SEB Obligationsfond SEK

Best Sweden Equity Fund

Cicero – Aktiespararna Topp Sverige Hållbar A

Best Sweden Equity Fund

Handelsbanken – XACT OMXS30 ESG ETF

Best Sweden Equity Fund

Handelsbanken – XACT Sverige (UCITS ETF)

Best Sweden Small/Mid-Cap Equity Fund

Nordea – Nordea Småbolagsfond Sverige

Best Sweden Small/Mid-Cap Equity Fund

Spiltan Fonder AB – Spiltan Aktiefond Småland

Best Sweden Small/Mid-Cap Equity Fund

Spiltan Fonder AB – Spiltan Småbolagsfond







Morningstar Asset Manager Awards

Nominees

Best Asset Manager

AMF

Best Asset Manager

Evli

Best Asset Manager

Storebrand

“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 from amongst funds that have done particularly well over both the short and the medium term,” said Matias Möttölä, director of manager research, EMEA, Morningstar.  

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 Morningstar Asset Manager – Sustainable Investing Awards are determined by a combination of qualitative and quantitative sustainability research capabilities. The full methodology for the awards is available .

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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