2023 Morningstar Fund Awards Winners

“The Morningstar Awards for Investing Excellence commends funds and asset managers for serving investors well and which Morningstar’s Manager Research team believes will be able to deliver strong risk-adjusted returns in the longer term. Based on Morningstar’s forward-looking ratings for funds, the Morningstar manager research team carefully decide the winners across equity and fixed income categories as the leading funds within Taiwan for investors. Additionally, with our Asset Manager Sustainable-Investing Awards, we seek to recognize asset managers that have built strong ESG capabilities and have proven track records of integrating sustainability principles into their investment organizations,” said Wing Chan, head of manager research, Europe and Asia Pacific, Morningstar.  

The 2023 Morningstar Awards for Investing Excellence award winners in Taiwan are:

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 Analyst Rating™, complemented by the Morningstar Quantitative Rating™ (MQR), when necessary. The MQR is a quantitative rating that seeks to emulate the Analyst Rating and uses the same Gold, Silver, Bronze, Neutral, Negative scale as the former. The Morningstar Asset Manager – Sustainable Investing Awards are determined by a combination of Morningstar’s ESG Commitment Level for asset managers, along with Morningstar’s sustainability metrics for funds and Manager Research analysts’ knowledge of the fund groups they assess in the context of the Morningstar Analyst Ratings for Funds. 

The full methodology for the awards is available here.