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How Do Analysts Choose the Best Fund Managers?

The inside scoop on the pan-European Fund Manager of the Year awards, based purely on the qualitative insights of Morningstar analysts across Europe

Muna Abu-Habsa 16 May, 2017 | 3:01PM

 

Muna Abu-Habsa: Today, I'm going to give you the inside scoop on the pan-European Fund Manager of the Year awards. The awards are based purely on the qualitative insights of our analysts across Europe.

So, over the last few months, the analysts pulled together to identify quality managers who they believed are amongst the best at what they do. So, although nominees should have produced strong performance for investors in 2016, they needed to also show an ability to serve investors well over the long term. The awards are designed to help investors cut through the clutter and quickly access the best forward-looking insights of our manager research team.

Now, to ensure consistency in our assessments and hold nominees to the highest standards, any Morningstar medalists were eligible for a nomination, so managers running funds with Morningstar Analyst Ratings of Bronze, Silver or Gold. Those funds have been put through a rigorous evaluation using our 5-pillar methodology where in addition to performance we weigh the quality of management, the strength and repeatability of the process that's being used to run the fund, the quality of the parent organisation and how it treats its investors as well as costs. So, it's not at all easy to qualify for a nomination and winning is an even higher hurdle.

I want to therefore say a huge congratulations to the winners this year, Martin Skanberg on winning the European Equity award; Jeremy Podger on the Global Equity award; and Sander Business and Roeland Moraal on the Fixed-Income award. They were against strong contenders, so very well done.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article
Security NamePriceChange (%)Morningstar
Rating
Fidelity Global Special Situations3,860.03 GBP-0.26
Robeco High Yield Bonds 0CH £94.35 GBP-1.30
Schroder European A Acc107.00 GBP-0.65
About Author

Muna Abu-Habsa  is a senior investment research analyst at Morningstar