Revealed: Morningstar's 2022 Award Winners

We reveal the winners of our UK 2022 Investing Excellence Awards, and why it is they impressed our manager research team

Morningstar.co.uk Editors 31 March, 2022 | 10:15AM
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Morningstar today announces the winners of its 2022 UK Morningstar Awards for Investing Excellence.

The awards recognise those funds and asset managers that have served investors well over the long term, which Morningstar’s manager research team believes will be able to deliver strong risk-adjusted returns in the long term.

There are three types of Morningstar award:

- Morningstar’s Category Awards;
- Morningstar’s Asset Manager Awards;
- Morningstar’s Asset Manager Sustainable Investing Awards. 

“Our 2022 winners, across equity, fixed-income and multi-asset categories, have been carefully chosen by our analysts and represent some of the best funds and fund groups in the industry,” says Jonathan Miller, director, manager research ratings, Morningstar UK.

The winner of our newly-introduced Asset Manager – Sustainable Investing Award has one of the best ESG programmes in the industry and has built it into its investment DNA.

The 2022 Morningstar Awards for Investing Excellence award winners in the UK are:

Morningstar Category Awards

Morningstar Asset Manager Awards:

Capital Group

“Capital Group’s multimanager system is key to its success. Dividing each fund into independently-run sleeves lets managers invest in line with their styles, enhancing diversification and reducing the overall portfolio's volatility,” Miller says.

“The funds' analyst-led research portfolios help develop the next generation and recruit top talent with the promise of running money from the start. The result is an investment culture marked by lengthy tenures, strong manager fund ownership, and competitive long-term records.”

Morningstar Asset Manager Sustainable-Investing Awards:

Impax

“We consider Impax a leader in sustainable investing as it has been at the heart of its culture since the firm’s foundation in 1998,” Miller says.

“Across its fund range, ESG considerations are incorporated at every stage of the investment process and rely on the firm’s robust proprietary ESG research and tools.

“The high quality of ESG research is further exemplified by the regular publication of insightful thought leadership pieces. Impax’s commitment to sustainable investing also shines through its people. True to its DNA, the firm has also exemplified strong active ownership practices.”

Methodology

These awards are determined by a combination of risk-adjusted medium- to long-term performance track records and Morningstar’s forward-looking rating for funds, the Morningstar Analyst Rating™, complemented by the Morningstar Quantitative Rating™ (MQR), when necessary.

The MQR is a quantitative rating that seeks to emulate the Analyst Rating and uses the same Gold, Silver, Bronze, Neutral, Negative scale as the former. The Morningstar Asset Manager – Sustainable Investing Awards are determined by a combination of Morningstar’s ESG Commitment Level for asset managers, along with Morningstar’s sustainability metrics for funds and Manager Research analysts’ knowledge of the fund groups they assess in the context of the Morningstar Analyst Rating for funds.

The full methodology for the awards is available here.

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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Morningstar.co.uk Editors