Category Awards

The Morningstar Awards for Investing Excellence are handed out to those mutual funds that have not only distinguished themselves on the basis of their outstanding historical risk-adjusted returns, but which, in the opinion of Morningstar’s fund analysts, also differentiate themselves from the competition. We expect that their outstanding portfolio management team and a proven investment process give these strategies the ability to continue to deliver superior returns versus their category benchmark in the future. The Morningstar Awards for Investing Excellence are thus forward-looking, with the Morningstar Medalist Rating playing a crucial role. This is what makes the Morningstar Awards for Investing Excellence unique.

The Morningstar Awards for Investing Excellence category awards are handed out in four disciplines: Best Europe Equity Fund, Best Global Equity Fund, Best Euro Bond Fund and Best Euro Allocation Fund.

Nominees

Nominees are shown in alphabetical order.

Best Europe Equity Fund

• Brandes European Value Fund
  • Morningstar Medalist Rating: Silver
  • Morningstar Medalist Rating People Pillar: High
  • Morningstar Medalist Rating Process Pillar: Above Average
• Comgest Growth Europe
  • Morningstar Medalist Rating: Silver
  • Morningstar Medalist Rating People Pillar: High
  • Morningstar Medalist Rating Process Pillar: High
• M&G (Lux) Pan European Sustain Paris Aligned
  • ​​Morningstar Medalist Rating: Silver
  • Morningstar Medalist Rating People Pillar: Above Average
  • Morningstar Medalist Rating Process Pillar: High

Best Global Equity Fund

• Artisan Global Value Fund
  • Morningstar Medalist Rating: Silver
  • Morningstar Medalist Rating People Pillar: High
  • Morningstar Medalist Rating Process Pillar: High
• Baillie Gifford Worldwide Long Term Global Growth Fund
  • Morningstar Medalist Rating: Bronze
  • Morningstar Medalist Rating People Pillar: Above Average
  • Morningstar Medalist Rating Process Pillar: Above Average
• Fidelity Global Equity Income Fund
  • Morningstar Medalist Rating: Silver
  • Morningstar Medalist Rating People Pillar: High
  • Morningstar Medalist Rating Process Pillar: High

Best Euro Bond Fund

• ABN AMRO Schroder Euro Corporate ESG Bonds
  • Morningstar Medalist Rating: Bronze
  • Morningstar Medalist Rating People Pillar: Above Average
  • Morningstar Medalist Rating Process Pillar: Above Average
• BlueBay Investment Grade Bond Fund
  • Morningstar Medalist Rating: Bronze
  • Morningstar Medalist Rating People Pillar: Above Average
  • Morningstar Medalist Rating Process Pillar: High
• Candriam Bds Euro High Yield
  • Morningstar Medalist Rating: Silver
  • Morningstar Medalist Rating People Pillar: High
  • Morningstar Medalist Rating Process Pillar: Above Average

Best Euro Allocation Fund

• Allianz Strategiefonds Balance
  • ​​​​Morningstar Medalist Rating: Bronze
  • Morningstar Medalist Rating People Pillar: Above Average
  • Morningstar Medalist Rating Process Pillar: Above Average
• CapitalatWork Dynamic
  • ​​​​​​​​​​Morningstar Medalist Rating: Gold
  • Morningstar Medalist Rating People Pillar: High
  • Morningstar Medalist Rating Process Pillar: High
• Vanguard LifeStrategy® 60% Equity ETF
  • ​​​​​​​​​​​​​​​​​​​​​Morningstar Medalist Rating: Gold
  • Morningstar Medalist Rating People Pillar: Above Average
  • Morningstar Medalist Rating Process Pillar: Above Average​​​​​​​

Asset Manager Award

The Morningstar Award for Investing Excellence for the best fund house is handed out to an asset manager that not only stands out on the basis of the strong performance of its fund range, but also, in the opinion of Morningstar’s fund analysts, demonstrates an outstanding investment culture and puts investors’ interests first. The Parent rating, which is one of the components of the Morningstar Medalist Rating, plays an important role in selecting the nominees.

Nominees

Nominees are shown in alphabetical order.

Asset Manager Sustainable-Investing Award

In addition to the regular fund house award, there is also an award for the best fund house in sustainable investing. This award is handed out to the asset manager that not only scores well on Morningstar sustainability data, but is also strongly committed to integrating environmental, social and governance factors into its fund offering. These asset managers typically have a clearly defined ESG philosophy, a strong degree of ESG integration into investment processes and adequate resources to conduct sustainability research. In addition, these fund houses are characterized by their extensive engagement and proxy-voting activities.

Nominees

Nominees are shown in alphabetical order.

Winners Announcement

The winners will then be announced at a live event on Thursday 14 March.

​​​​​​​Want to join the celebration? Then email our team to find out more: benelux.events@morningstar.com.