Morningstar Announces Finalists For 2024 Morningstar Awards For Investing Excellence South Africa
Morningstar Announces Finalists For 2024 Morningstar Awards For Investing Excellence South Africa. Morningstar, Inc., a leading provider of independent investment insights, today announced the nominees for the 2024 Morningstar Awards for Investing Excellence South Africa. 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.
“The Morningstar Awards for Investing Excellence are designed to recognise the industry’s best fund offerings and investor-centric firms. With our new methodology being used across 24 markets globally, we look forward to rolling out these research-driven awards to the South African market for the first time in 2024” said Tal Nieburg, Managing Director, Managing Director of Morningstar South Africa.
The Morningstar Awards for Investing Excellence winners are chosen based on research and in-depth qualitative evaluation by Morningstar’s manager research group. In South Africa, there are two types of Morningstar awards: the Morningstar Category Awards and the Morningstar Asset Manager Awards. The winners of the Morningstar Awards for Investing Excellence South Africa will be announced on 14 March 2024.
The finalists for the 2024 Morningstar Awards for Investing Excellence South Africa are:
Best Bond Fund
- M&G Bond Fund
- Truffle SCI Income Plus Fund
- STANLIB Flexible Income Fund
Best Cautious Allocation Fund
- FNB Stable FoF
- H4 Stable Fund
- PSG Wealth Preserver FoF
Best Moderate Allocation Fund
- Aeon Balanced Prescient Fund
- GraySwan SCI Moderate FoF
- Ninety One Opportunity Fund
Best Flexible Allocation Fund
- Nedgroup Investments Global Flexible Feeder Fund
- Platinum BCI Worldwide Flexible Fund
- Sygnia Skeleton Worldwide Flexible Fund
Best Aggressive Allocation Fund
- Denker SCI Balanced Fund
- GraySwan SCI Aggressive FoF
- H4 Growth Fund
Best South Africa Equity Fund
- 36ONE BCI Equity Fund
- Fairtree Select Equity Prescient Fund
- M&G Dividend Maximiser Fund
Best Global Equity Fund
- Artisan Global Value Fund
- Baillie Gifford Worldwide Long Term Global Growth Fund
- Dodge & Cox Worldwide Global Stock Fund
“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,” Nieburg added.
