Fund Manager of the Year Nominees Revealed

Morningstar has revealed the finalists for this year's coveted Fund Manager of the Year Awards

Jonathan Miller 29 July, 2020 | 9:02AM
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Gold trophy

The nominees for this year's Morningstar Fund Manager of the Year Awards have been revealed. Finallists in two categories have now been announced, Outstanding Fund Manager and Rising Talent, and the winner of the third category, Outstanding Investment House, will be announced at an award ceremony in November. 

The annual Fund Manager of the Year Awards, now in their 14th year, recognise and celebrate the best of the UK fund management profession and are selected by Morningstar’s manager research analysts.

The awards draw from fund rating system, which looks at three key pillars behind a fund - its People, Process and Parent company, awarding funds a rating on a scale from Gold down to Negative, based on how well it is expected to perform after fees, while also taking risk into account.

Outstanding Fund Manager Award Shortlist:

The Outstanding Fund Manager Award is given to the fund manager or team that has produced exceptional returns over the longer-term, taking into account tenure and consistency and approach. 

Francis BrookeTrojan Income / Troy Income & Growth Trust (TIGT) Silver

Austin ForeyJPM Emerging Markets / JPMorgan Emerging Markets Trust Silver

Mike FoxRoyal London Sustainable Leaders Silver

Clare HartJPM US Equity Income Gold

John Pattullo and Jenna BarnardJanus Henderson Strategic Bond Silver

Rising Talent Award Shortlist:

The Rising Talent Award is presented to a fund manager who has managed their current fund for less than five years as of 30 June 2020 and, in the view of Morningstar’s Manager Research analysts, demonstrates strong potential to achieve excellent long-term returns for investors. 

To be eligible for the award, managers must be under coverage by a Morningstar analyst or feature in Morningstar Prospects, a semi-annual report that profiles notable funds that are being closely monitored for potential full analyst coverage.

Kacper BrzezniakAllianz Strategic Bond Prospect

Gordon FraserBlackRock Emerging Markets Bronze

Louise KernohanASI UK Equity Prospect

Praveen KumarBaillie Gifford Japan Trust Bronze

The safety and well-being of our staff and clients is our top concern, and due to the ongoing Covid-19 outbreak, Morningstar has taken the decision not to host a live event. Instead, we would like to honour and celebrate the winners of these awards digitally. We will be announcing the winners on during the autumn with details to be confirmed in due course.

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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Jonathan Miller  is Director of Manager Research, Morningstar UK

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