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.

List of Winners

Relevant Articles and Videos

Best Asset Manager: Capital Group

Capital Group discusses what sets the firm apart from its peers.
Best Asset Manager-Sustainable-Investing: BNP Paribas Asset Management

The French firm is committed to being “active owners” of investors’ money through stewardship practices.
Best Asian Equity Fund: FSSA Dividend Advantage Fund Class A (Quarterly Distributing)

FSSA’s Martin Lau discusses how his winning Asian equity fund navigated the challenging 2022.
Best Global Equity Fund: Schroder ISF Global Sustainable Growth Fund Grade A ACC USD

Managers Scott MacLennan and Charles Somers speak to Morningstar about the ‘balance’ achieved in the portfolio.
Best Global and Asian Bond Fund: BGF Fixed Income Global Opportunities Fund A2

We caught up with BlackRock Global Fixed Income Team, which manages BGF Fixed Income Global Opportunities Fund A2.
Don’t Write Off the 60-40 Portfolio Yet

FSSA’s Martin Lau discusses how his winning Asian equity fund navigated the challenging 2022.
How 8 Countries Address Retirement Saving Challenges

The French firm is committed to being “active owners” of investors’ money through stewardship practices.
Demystifying Investor Portfolios Around the World

How do portfolios of Singaporean investors compare with other markets?
What’s the Difference Between Risk and Volatility?

Investors are experiencing rough markets not seen in 11 years. Don’t obsess over short-term fluctuations; instead, focus on your financial goals
The Best Female Portfolio Managers in Asia

These managers in Asia and China investments earn among the highest ratings in our People Pillar.
How to Index Gender Diversity

And who are "gender leaders" in Asian stock markets?
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
How Exposed Are Your Funds to Russia?

We caught up with BlackRock Global Fixed Income Team, which manages BGF Fixed Income Global Opps A2.
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?
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.
Top Performing Mutual Funds in Hong Kong and Singapore

Energy stocks gained steam while Greater China equity funds suffered
Not All Asset Managers Fled China Tutoring

Which fund has been accumulating shares in TAL Education since May?
Who is Buying JD and Alibaba?

Are Greater China managers further trimming or topping up e-commerce stocks?
Investing When Everything Is Expensive

It's time to revisit the precept of core and explore
How Did China Allocation Funds Fare?

The category faced a dual crash of China stock and bond markets in 2021
Manager Likes the Pivot to Green

T. Rowe Price believes carbon offset projects will recharge capex investments and benefit value sectors
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
3 Indian Stocks with Great Governance

Gold-rated FSSA Indian Subcontinent Fund’s Vinay Agarwal picks these high conviction names
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
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?
Who’s Buying Evergrande’s Bonds?

Blackrock, HSBC and UBS have been accumulating Evergrande bonds over the past few months
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
How Managers Navigate Policy Overhang

Medalist equity managers share their approaches to the uncertainties after China's regulatory shake-ups