Welcome to the new sg.morningstar.com! Learn more about the changes and how our new features help your investing success.

New Report Surveys Climate for Global Mutual Fund Investors

Which countries have better fund investing experiences than others?

Anthony Serhan 12.10.2017
Facebook Twitter LinkedIn

We've just released the 2017 edition of the Morningstar Global Fund Investor Experience report, which was created in 2009 to encourage a dialogue about global best practices for mutual funds from the perspective of fund shareholders. This year’s report covers 25 countries across North America, Europe, Asia, and Africa. The report has been produced every two years. Previous reports have generated significant debate and discussion in numerous markets around the globe and have contributed to a raft of changes. We think our 2017 report will be no different.

Evaluating mutual fund investors’ experiences
The report examines the treatment of mutual fund investors from multiple viewpoints: fund industry practices, fund distribution practices, the structure and effectiveness of regulatory bodies, disclosure policies, and tax codes.

We know that many outside factors can affect the global investor experience. Our report isn't meant to be a commentary on a country's fund industry, but rather how investors may experience it (as evidenced by the title). Because of this, our report doesn't cover countries that have many funds but few investors (Luxembourg, for example).

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Member.

Register For Free
Facebook Twitter LinkedIn

About Author

Anthony Serhan  Anthony Serhan, CFA, is Morningstar’s managing director, research strategy, Asia-Pacific.

Audience Confirmation


By clicking "accept" I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See "Cookie Consent" for more detail.

  • Other Morningstar Websites
© Copyright 2021 Morningstar, Inc. All Rights Reserved.      Terms of Useund      Privacy Policy.    Cookie Consent
© Copyright 2021 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy        Cookies