Morningstar UK Fund Manager of the Year Finalists

The nominees for the 2021 Morningstar UK Fund Manager of the Year Awards have been announced

Morningstar Analysts 21 July, 2021 | 3:50PM
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Morningstar fund manager of the year awards 2021

Morningstar UK has announced the nominees for its Fund Manager of the Year Awards in two categories: Outstanding Fund Manager and Rising Talent. The winner of the third category, Outstanding Investment House, will be announced at the awards ceremony in September.

The annual Fund Manager of the Year Awards, now in their 15th year, recognise and celebrate the best of the UK fund management profession who are selected by Morningstar’s Manager Research analysts and will be taking place on September 9.

The awards draw from Morningstar’s qualitative forward-looking fund rating system, the Morningstar Analyst Rating™ for funds. Morningstar assigns the Analyst Rating to funds that analysts qualitatively assess, typically through manager interviews and other sources. That assessment turns on three key “pillars”—People, Process, and Parent—with the rating reflecting how well the analysts expect the fund to perform after fees, while also taking risk into account.

Outstanding Fund Manager Award Shortlist:

Morningstar presents the Outstanding Fund Manager Award to the fund manager or team that has produced exceptional returns over the longer term with consideration given to tenure, consistency of approach, and risk-adjusted returns.

Nominee

Fund

Austin Forey

JPM Emerging Markets / JPM Emerging Markets Trust

Ben Whitmore

Jupiter UK Special Situations

Ezra Sun

Veritas Asian

John Pattullo and Jenna Barnard

Janus Henderson Strategic Bond

Mike Fox

Royal London Sustainable Leaders

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 2021 and, in the view of Morningstar’s Manager Research analysts, demonstrated strong potential to achieve excellent long-term returns for investors. To be eligible for the Rising Talent Award, managers must be under qualitative research coverage by a Morningstar Manager Research analyst or feature in Morningstar Prospects, a semi-annual report that profiles notable funds that are being closely monitored for potential full analyst coverage.

Nominee

Fund

Gordon Fraser

BlackRock Emerging Markets  

Harry Richards

Jupiter Strategic Bond and Jupiter Corporate Bond

Karen See

Baillie Gifford Japanese Income Growth

Will McIntosh-Whyte

Rathbone Multi Asset Strategic Growth

 

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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