Enabling Partnerships

Independent investment research company Morningstar Research (Pty) Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN) has named the finalists of its 2021 South Africa Fund Awards.

Morningstar selects the finalists using a quantitative methodology with a qualitative overlay that considers the one-, three-, and five-year performance history of all eligible funds, and adjusts returns for risk using Morningstar Risk, a measure that imposes a higher penalty for downside variation in a fund’s return than it does for upside volatility. For the full Morningstar Awards methodology, please click here.

The winners for the 2021 Morningstar South Africa Fund Awards will be announced in the coming weeks. 

The finalists for the 2021 Morningstar South Africa Fund Awards are:

FUND CATEGORY AWARDS:
FINALISTS:Best Aggressive Allocation FundPrescient Living Planet
Sygnia Skeleton BalancedBest Bond FundABSA Bond
Nedgroup Investments Core BondBest Cautious Allocation FundABSA Inflation Beater
Select BCI CautiousBest Flexible Allocation FundCoronation Optimum Growth
Long Beach Flexible PrescientBest Global Equity FundSanlam Anchor Global Equity
Schroder ISF Global EquityBest Moderate Allocation FundDiscovery Moderate Dynamic Asset
Sasfin BCI BalancedBest South Africa Equity FundCoronation Equity
Rezco EquityFUND HOUSE AWARDS:FINALISTS:Best Fund House: Larger Fund RangeCoronation
Satrix
SygniaBest Fund House: Smaller Fund RangeFairtree
Kagiso
Truffle