Morningstar has announced the finalists for the 2024 Morningstar Awards for Investing Excellence Luxembourg. Twelve funds are nominated for a Morningstar Category Award, and six asset managers are shortlisted for a Morningstar Asset Manager Award.
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 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 from amongst funds that have done particularly well over both the short and the medium term,” said Jeffrey Schumacher, director of manager research, EMEA, Morningstar, in a statement.
There are three types of Morningstar awards: the Morningstar Category Awards, the Morningstar Asset Manager Awards, and the Morningstar Asset Manager Sustainable-Investing Awards.
The finalists for the 2024 Morningstar Awards for Investing Excellence Luxembourg are:
Morningstar Category Awards: |
Finalists: |
|
Best EUR Allocation Fund |
Allianz Strategiefonds Balance R EUR |
|
Best EUR Allocation Fund |
CapitalatWork Dynamic D |
|
Best EUR Allocation Fund |
Vanguard LifeStrategy ® 60% Eq ETF EUR Acc |
|
Best EUR Bond Fund |
AAF-Schroder Euro Corp ESG Bds D€ |
|
Best EUR Bond Fund |
BlueBay Investment Grade Bd B EUR |
|
Best EUR Bond Fund |
Candriam Bds Euro High Yld R Cap |
|
Best Europe Equity Fund |
Brandes European Value A Euro |
|
Best Europe Equity Fund |
Comgest Growth Europe EUR Acc |
|
Best Europe Equity Fund |
M&G (Lux) PanEurpSustainParisAlgnd$AAcc |
|
Best Global Equity Fund |
Artisan Global Value A USD Acc |
|
Best Global Equity Fund |
Baillie Gifford WW L/T Glb Gr A EUR Acc |
|
Best Global Equity Fund |
Fidelity Global Equity Inc A-Acc-USD |
Morningstar Asset Manager Awards: |
Finalists: |
|
Best Asset Manager |
Artisan Partners |
|
Best Asset Manager |
Legal & General |
|
Best Asset Manager |
RBC BlueBay |
|
Best Asset Manager - Sustainable Investing |
Comgest |
|
Best Asset Manager - Sustainable Investing |
Impax |
|
Best Asset Manager - Sustainable Investing |
Robeco |
The winners will be announced on 14 March at the Morningstar awards event in the Scheiss Cultural Centre in Luxembourg town.
Performance and ratings weighed
The Morningstar awards are determined by a combination of risk-adjusted medium- to long-term performance track records and Morningstar’s forward-looking rating for funds, the Morningstar Medalist RatingTM including its Parent pillar component. The Medalist Rating is set on a five-tier scale running from Gold, Silver, Bronze, Neutral and Negative at the share class level. The Morningstar Asset Manager – Sustainable Investing Awards are determined by a combination of qualitative and quantitative sustainability research capabilities.
Further reading on Investment Officer Luxembourg:
- Robeco takes Morningstar awards for best asset manager
- Morningstar set for Luxembourg investment awards
