14 Best Funds for Investing Globally

FUND AWARDS 2015: Morningstar has crowned the 14 funds that added the most value for investors during 2014 in major asset classes and regions

Holly Cook 31 March, 2015 | 1:33PM
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Morningstar UK this morning unveiled the 14 funds and five fund houses that have won our 2015 Fund Awards. The annual awards identify the funds and fund groups that added the most value for investors within the context of their relevant peer group in 2014, and over longer time periods.

We select the winners using a quantitative methodology—assessing the one-, three- and five-year performance history of all eligible funds, with a qualitative overlay that measures risk and penalises downside variation in a fund’s returns. These quantitative awards therefore recognise not only those funds and fund groups that outperformed their peers, but also those that managed downside risk better than their rivals. Ultimately the main risk to investors is that they lose capital, so we adjust fund returns for this risk to more clearly identify those that fail to protect capital and to help identify those funds that can deliver a better investor experience. 

Fund Category Awards 2015 

Best Asia Pacific Equity Fund
First State Asia Pacific Sustainability (Morningstar Analyst Rating: Silver

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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.

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About Author

Holly Cook

Holly Cook  is Manager, Morningstar EMEA Websites