Morningstar announces the winners of the Morningstar Awards 2021. We hand out our prestigious awards to funds and fund houses that not only delivered a strong performance in 2020, but also beat their competitors over the past five years. The finalists and winners have clearly demonstrated their skills and added value for investors. They are among the best in their category based on their excellent risk-adjusted returns. Morningstar congratulates all finalists, and above all, the winners, for their outstanding performance and winning their coveted Morningstar Awards.
Although the winners of the Morningstar Awards deserve praise, it should be noted that past performance is no guarantee of future results. Nonetheless, this year’s winners include several funds and fund houses that have won or been nominated for Morningstar Awards in the past. In some instances, the top three in a particular category has beaten hundreds of competing offerings. That is a testimony to excellent fund management.
These are the fund houses that have delivered the best risk-adjusted performance over the past three and five years across their product range:
Best Fund House Equity
Financière de l´Echiquier
Best Fund House Fixed Income
Capital Group
Best Fund House Overall
iShares
Today we have revealed the winners in the Fund House category, on the 16th of March we have announced the winners in the Equity category. Yesterday, the 17th of March, we have announced the winners of the Fixed-Income and Allocation categories. We hereby would like to congratulate all finalists with this major achievement in a highly competitive landscape.