Capital Group, T.Rowe Price and iShares have been nominated as finalists for the Morningstar Awards for best asset manager across all asset classes in Luxembourg.
The nomination for iShares is a first: never before a passive fund house received a nomination for the Morningstar Award for best asset manager. iShares was also nominated for best fund house in the category fixed-income overall, in an apparent rebuke of active management. This shortlist is also all-American, with BlueBay and Capital Group being the other nominees.
The only non-US firm on the nominations list for best fund house is Financière de l´Echiquier, which received a nomination in the category ‘Best Fund House: Equity’ alongside Neuberger Berman and T. Rowe Price.
Each year Morningstar searches for funds and fund houses that excelled within their category. Funds that not only delivered a strong performance in the past year, but also can present convincing figures over the past five years. While the Morningstar Awards are fundamentally quantitative in nature, Morningstar’s fund analysts also conduct various qualitative checks to determine the legitimate winners.
The second group of nominees involves individual funds within four categories, namely European Equities, Global Equities, Euro-Bond and Allocation funds.
Finalists for the Best EUR Allocation Fund are:
Amundi Funds - Global Multi-Asset Conservative A EUR C
NN (L) Patrimonial Balanced European Sustainable P Cap EUR
ODDO BHF TRUST Exklusiv: ODDO BHF Polaris Dynamic DNW-EUR
Finalists for the Best EUR Fixed Income Fund are:
BlueBay Investment Grade Bond Fund R EUR
BlueBay Investment Grade Euro Aggregate Bond Fund R EUR
Franklin European Total Return Fund A(Mdis) USD
Finalist for the Best Europe Equity Fund are:
Carmignac Portfolio Grande Europe A EUR Acc
Comgest Growth Europe Opportunities EUR Acc
DNCA Invest Europe Growth A EUR
Finalist for the Best Global Equity Fund are:
Fidelity Funds - Global Focus Fund A-Dis-USD
Robeco Sustainable Global Stars Equities D EUR
Swisscanto (LU) Equity Fund Sustainable AT
The winners of the Awards will be announced by Morningstar in three articles and videos on investmentofficer.lu. On Tuesday 16 March we will reveal the winners in the equity categories, on Wednesday 17 March we will announce the winners in the Euro-Bond and Allocation funds categories, followed by the publication of the winners of the fund house awards on Thursday 18 March.