Morningstar Awards for Investing Excellence UK 2025: Winners Announced
Morningstar (Nasdaq: MORN) has announced the winners of its 2025 Morningstar Awards for Investing Excellence UK, recognizing outstanding fund offerings and asset management groups. The awards, which span two categories - Morningstar Category Awards and Morningstar Asset Manager Awards - evaluate funds and managers based on their long-term service to investors and potential for strong risk-adjusted returns.
The selection process combines risk-adjusted medium to long-term performance records with Morningstar's forward-looking Medalist Rating™, which includes a Parent pillar component. The rating system operates on a five-tier scale: Gold, Silver, Bronze, Neutral, and Negative at the share class level.
Morningstar (Nasdaq: MORN) ha annunciato i vincitori dei Morningstar Awards for Investing Excellence UK 2025, riconoscendo le offerte di fondi eccezionali e i gruppi di gestione patrimoniale. I premi, che si suddividono in due categorie - Morningstar Category Awards e Morningstar Asset Manager Awards - valutano fondi e gestori in base al loro servizio a lungo termine per gli investitori e al potenziale di forti rendimenti aggiustati per il rischio.
Il processo di selezione combina record di performance aggiustati per il rischio a medio-lungo termine con il sistema di valutazione prospettica Medalist Rating™ di Morningstar, che include un componente Parent pillar. Il sistema di rating opera su una scala a cinque livelli: Oro, Argento, Bronzo, Neutro e Negativo a livello di classe di azioni.
Morningstar (Nasdaq: MORN) ha anunciado a los ganadores de los Premios Morningstar por la Excelencia en Inversiones del Reino Unido 2025, reconociendo ofertas de fondos excepcionales y grupos de gestión de activos. Los premios, que abarcan dos categorías - Premios de Categoría Morningstar y Premios a Gestores de Activos Morningstar - evalúan fondos y gestores en función de su servicio a largo plazo a los inversores y su potencial para obtener fuertes rendimientos ajustados al riesgo.
El proceso de selección combina registros de rendimiento ajustados al riesgo a medio y largo plazo con el sistema de calificación prospectiva Medalist Rating™ de Morningstar, que incluye un componente de Parent pillar. El sistema de calificación opera en una escala de cinco niveles: Oro, Plata, Bronce, Neutro y Negativo a nivel de clase de acciones.
모닝스타(Morningstar) (Nasdaq: MORN)는 2025년 영국 투자 우수성 모닝스타 어워드 수상자를 발표하며, 뛰어난 펀드 제공 및 자산 관리 그룹을 인정했습니다. 이 상은 모닝스타 카테고리 어워드와 모닝스타 자산 관리자 어워드의 두 가지 범주로 나뉘며, 투자자에 대한 장기 서비스와 강력한 위험 조정 수익 가능성에 따라 펀드와 관리자를 평가합니다.
선정 과정은 위험 조정 중장기 성과 기록과 모닝스타의 미래 지향적인 메달리스트 등급™을 결합하며, 여기에는 Parent pillar 구성 요소가 포함됩니다. 등급 시스템은 다섯 단계로 운영되며: 금, 은, 동, 중립, 부정적 주식 클래스 수준에서 적용됩니다.
Morningstar (Nasdaq: MORN) a annoncé les lauréats des Morningstar Awards for Investing Excellence UK 2025, reconnaissant les offres de fonds exceptionnelles et les groupes de gestion d'actifs. Les prix, qui se répartissent en deux catégories - Morningstar Category Awards et Morningstar Asset Manager Awards - évaluent les fonds et les gestionnaires en fonction de leur service à long terme aux investisseurs et de leur potentiel de rendements ajustés au risque.
Le processus de sélection combine des performances ajustées au risque à moyen et long terme avec le système de notation prospectif Medalist Rating™ de Morningstar, qui comprend un composant Parent pillar. Le système de notation fonctionne sur une échelle à cinq niveaux : Or, Argent, Bronze, Neutre et Négatif au niveau de la classe d'actions.
Morningstar (Nasdaq: MORN) hat die Gewinner der Morningstar Awards for Investing Excellence UK 2025 bekannt gegeben und würdigt herausragende Fondsangebote und Vermögensverwaltungsgesellschaften. Die Auszeichnungen, die in zwei Kategorien unterteilt sind - Morningstar Kategorie Awards und Morningstar Asset Manager Awards - bewerten Fonds und Manager auf der Grundlage ihrer langfristigen Dienstleistung für Investoren und des Potenzials für starke risikoadjustierte Renditen.
Der Auswahlprozess kombiniert risikoadjustierte mittel- bis langfristige Leistungsdaten mit Morningstars zukunftsorientierter Medalist Rating™, die ein Parent pillar-Komponente umfasst. Das Bewertungssystem funktioniert auf einer fünfstufigen Skala: Gold, Silber, Bronze, Neutral und Negativ auf der Ebene der Anteilsklasse.
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There are two types of Morningstar awards: the Morningstar Category Awards and the Morningstar Asset Manager Awards.
“Congratulations to the winners and finalists of the Morningstar Awards for Investing Excellence Awards 2025, which recognise the outstanding fund offerings and groups within the industry. Against the backdrop of geopolitical shifts and evolving markets, our analysts have carefully chosen the top performers across equity, fixed income, and multi-asset categories, leveraging Morningstar’s forward-looking ratings to identify the leading funds for investors in the UK,” said Monika Calay, Director of
The 2025 Morningstar Awards for Investing Excellence award winners in the
Morningstar Category Awards |
Winner |
Best |
JPM Europe Dynamic (ex- |
Best GBP Allocation |
Dimensional World Allocation Funds |
Best GBP Bond |
Royal London Corporate Bond M Acc |
Best Global Equity |
Jupiter Merian Global Equity Fund I GBP Acc |
Best |
Artemis Income Fund I Acc |
Best Asset Manager Awards |
Winner |
Best Asset Manager |
Royal London Asset Management |
Methodology
These 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 Rating™ 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 full methodology for the awards is available here.
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment insights in
Morningstar’s Manager Research Group
Morningstar’s Manager Research Group consists of various wholly owned subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC. Morningstar Manager Research provides independent, fundamental analysis on managed investment strategies. Morningstar views are expressed in the form of Morningstar Medalist Ratings, which are derived through research of three key pillars—People, Process, and Parent. The Morningstar Medalist Rating is the summary expression of Morningstar’s forward-looking analysis of investment strategies as offered via specific vehicles using a rating scale of Gold, Silver, Bronze, Neutral, and Negative. A global research team issues detailed research reports on strategies that span vehicle, asset class, and geography.
Medalist Ratings are not statements of fact, nor are they credit or risk ratings, and should not be used as the sole basis for investment decisions. A Medalist Rating is not intended to be nor is a guarantee of future performance. This press release is for informational purposes only; references to securities should not be considered an offer or solicitation to buy or sell the securities.
©2025 Morningstar, Inc. All Rights Reserved.
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Source: Morningstar, Inc.
FAQ
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