Morningstar Announces Finalists for 2022 South Africa Fund Awards

Independent investment research company Morningstar Research (Pty) Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN) has named the finalists of its 2022 Morningstar Fund Awards South Africa.

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.

“Despite unprecedented market uncertainty, our nominated fund managers stood out for their ability to show an unwavering focus in serving the best interests of investors, while delivering excellent returns over the longer term,” said Tal Nieburg, Managing Director of Morningstar South Africa. 

Morningstar will announce the winners on 22 March 2022. For event information visit https://go.morningstar.com/Morningstar-Awards.   

The finalists for the 2022 Morningstar South Africa Fund Awards are:

FINALIST FUND CATEGORY:FINALISTS:Best Aggressive Allocation FundNedgroup Inv Core Global
Southern Charter BCI Growth FoFBest Bond Fund Nedgroup Inv Core Bond
Truffle SCI Income PlusBest Cautious Allocation FundDiscovery Cons Dynamic Asset Opt FoF
Sasfin BCI StableBest Flexible Allocation FundBCI Flexible
Cordatus Wwide Flexible PrescientBest Global Equity FundFundsmith Equity
PSG Wealth Global Creator FoFBest Moderate Allocation FundDiscovery Mod Dynamic Asset Opt FoF
Southern Charter BCI Balanced FoFBest South Africa Equity Fund36ONE BCI
Equity Counterpoint SCI Value

FUND HOUSE CATEGORY:FINALISTS:Larger Fund RangeSatrix Investments
Stanlib Collective InvestmentsSmaller Fund RangeKagiso Asset Management
Truffle Asset Management