Morningstar Awards for Investing Excellence

Winners Announcement

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 strong risk-adjusted returns in the longer term. There are three types of Morningstar award: the Morningstar Category Awards, the Morningstar Asset Manager Awards, and the Morningstar Asset Manager Sustainable-Investing Awards.

List of Winners

Relevant Articles and Videos

Best Asset Manager: Capital Group

Capital Group discusses what sets the firm apart from its peers.
Best Asset Manager: Sustainable-Investing: BNP Paribas Asset Management

The French firm is committed to being “active owners” of investors’ money through stewardship practices.
Best Asian Equity Fund: FSSA Asian Equity Plus Fund Class I (Accumulation) USD

FSSA’s Martin Lau discusses how his winning Asian equity fund navigated the challenging 2022.
Best Global Equity Fund: Schroder ISF Global Sustainable Growth Fund

Managers Scott MacLennan and Charles Somers speak to Morningstar about the ‘balance’ achieved in the portfolio.
Best China Equity Fund: FSSA China Growth Fund Class I (Accumulation) USD

Looking beyond near-term volatility pays off for FSSA’s winning strategy. Martin Lau, the firm’s managing partner, explains.
Best Global and Asian Bond Fund: Pimco GIS Global Bond Fund E USD Acc

We caught up with Andrew Balls, chief investment officer for global fixed income at Pimco and the lead manager of Pimco GIS Global Bond Fund E USD Acc.
The Best Female Portfolio Managers in Asia

IWD 2023: These managers earn among the highest ratings in our People Pillar.
4 Questions for Investors Facing Their First Bear Market

If you’re a new or first-time investor, consider these questions.
T. Rowe Price Manager Focuses on the Industry Leaders of the Future

The companies Wenli Zheng likes might not be well known today but could be poised to be the market leaders of the future.
Don’t Write Off the 60-40 Portfolio Yet

Morningstar Investment Management valuation models suggest that the 60/40 portfolio stands to deliver a return after inflation of 3.6% over the next two decades.
So, Just How Bad Was 2022 For US Investors?

It wasn't a fun year for US technology investors, that's for sure, but just what was the damage, and who took the biggest hits?
10 Most Popular Stocks, Funds, and ETFs of 2022

Here are the most-viewed securities on hk.Morningstar this year.
Chinese Stocks to Watch in 2023

Easing of COVID restrictions can be a game changer, portfolio managers say.
4 Investment Mistakes to Avoid in 2023

How to accept uncertainty, and prepare your investments for different scenarios.
Manager Change at Fidelity Leads to Fund Downgrade

Fidelity China Focus will remain a value-tilted strategy; our analysts need to build conviction in the new team.
Why Buying the Dips Could Hurt Your Portfolio in a Bear Market

Buying “late” versus “early” can lead to improved returns.
Can an Exciting Story Be a Good Investment?

Not really. Thematic funds chase shiny new objects, and while some investors may see short-term gains, long-term success is rare.
Value vs Growth – Which Strategy Should You Choose?

To make their case, the Morningstar manager research team studies Asian funds.
2022 Hong Kong Morningstar Awards for Investing Excellence

Here's the list of winners in 2022