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.
Wing Chan, Morningstar’s Head of Manager Research, Europe and Asia Pacific, remarked: “The objective of the Morningstar Awards for Investing Excellence is to highlight funds and fund groups that have done a great job for investors and that we think should continue to serve them well in the long run.”
“Our 2022 winners, across equity and fixed-income categories, have been carefully chosen by our analysts and represent some of the best funds and fund groups in the industry. The winner of our newly introduced Asset Manager –Sustainable Investing Award has one of the best ESG programs in the industry and has built it into its investment DNA,” he continued.
The 2022 Morningstar Awards for Investing Excellence award winners in Taiwan are:
|
Morningstar Category Awards |
Winner |
|
Best Global Equity Fund |
Stewart Investors Worldwide Leaders Sustainability Fund I USD ACC Morningstar Analyst Rating: Silver |
|
Best Asia Equity Fund |
Schroder ISF Asian Eq Yld A1 Dis USD M Morningstar Analyst Rating: Bronze |
|
Best Taiwan Equity Fund |
Nomura Taiwan Small Cap Fund Morningstar Quantitative Rating: Bronze |
|
Best Global and Asian Bond Fund |
PIMCO GIS Glb Bd E USD Acc Morningstar Analyst Rating: Silver |
|
Morningstar Asset Manager Awards |
Winner |
|
Best Asset Manager |
Capital Group |
|
Morningstar analyst comments: Capital Group’s multimanager system is key to its success. Dividing each fund into independently run sleeves lets managers invest in line with their styles, enhancing diversification and reducing the overall portfolio's volatility. The funds' analyst-led research portfolios help develop the next generation and recruit top talent with the promise of running money from the start. The result is an investment culture marked by lengthy tenures, strong manager fund ownership, and competitive long-term records. |
|
|
Morningstar Asset Manager Sustainable-Investing Awards |
Winner |
|
Best Asset Manager - Sustainable-Investing |
Robeco |
|
Morningstar analyst comments: We consider Robeco a pioneer in sustainable investing, and sustainability is core to the firm’s identity. Robeco has been committed to ESG integration for decades and considers sustainability factors in all its investment funds. The company has developed extensive proprietary ESG scores and frameworks, and a sizable team of over 40 ESG specialists closely collaborate with the investment teams. Robeco’s engagement efforts are impressive, and it produces insightful reports on active ownership activities and broader sustainability topics. |
|
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 Rating for funds.
The full methodology for the awards is available here.
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/5FNGF7SFGFDQVFDUMZJPITL2LM.png)
:quality(80)/cloudfront-us-east-1.images.arcpublishing.com/morningstar/EOGIPTUNFNBS3HYL7IIABFUB5Q.png)
