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Ingo Kellnaringo.kellnar@morningstar.com
Morningstar Announces Winners for Morningstar France Fund Awards 2017

PARIS, February 28 2017 — Morningstar France Fund Information, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has announced the fund and fund group winners of its France Fund Awards 2017.

The annual Morningstar France Fund Awards recognise the retail funds and fund groups that added the most value for investors within the context of their relevant peer group in the previous year and over longer time periods.

“These funds and fund houses have demonstrated their ability to earn strong risk-adjusted returns”, Thomas Lancereau, CFA, Director of Manager Research, Morningstar France said. “When compared to peers, this year’s winners delivered strong results for investors in 2017 and over the past five years after taking risk into account. We advocate for the long-term view to investing, with a patient approach that can help to steer investors away from those costly timing mistakes that we see time and again.”

The winners of the Morningstar France Fund Awards 2017 are:

FUND CATEGORY AWARD: Best France Large-Cap Equity Fund
WINNERS: PLUVALCA ALLCAPS
Fund Managers, Régis Aubert and Sébastien Lalevée, Financière Arbevel
ISIN:FR0000422842

FUND CATEGORY AWARD: Best France Small/Mid-Cap Equity Fund
WINNERS: DÉCOUVERTES
Fund Managers, Jean-François Delcaire and Marc Girault, HMG Finance
ISIN:FR0007430806

FUND CATEGORY AWARD: Best Europe Equity Fund
WINNERS: JPM EUROPE STRATEGIC GROWTH
Fund Managers, Michael Barakos and Ben Stapley, JPMorgan Asset Management
ISIN:LU0210531801

FUND CATEGORY AWARD: Best Global Equity Fund
WINNERS: SPDR® MSCI ACWI IMI UCITS ETF
Olivier Paquier, Director SPDR ETF France, Spain and Portugal
ISIN:IE00B3YLTY66

FUND CATEGORY AWARD: Best EUR Allocation Fund
WINNERS: SEXTANT GRAND LARGE
Fund Manager, Louis d'Arvieu, Amiral Gestion
ISIN:FR0010286013

FUND CATEGORY AWARD: Best Fund House: Fixed-Income
WINNERS: SCHRODER ISF EURO CORPORATE BOND
Fund Manager, Patrick Vogel, Schroder Investment Management
ISIN:LU0113257694

FUND HOUSE AWARDS/ WINNERS
Best Equity Fund House/ FIDELITY INTERNATIONAL
Best Fixed-Income Fund House/ AVIVA INVESTORS
Best Multi-Asset Fund House/ FIDELITY INTERNATIONAL

Notes to Editors:
The Morningstar fund category and fund house awards are based on Morningstar fund data as at 31 December 2016. The awards methodology emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the award peer groups in order to obtain an award. In selecting winners, fund returns are adjusted for risk using the Morningstar Risk, measure, which imposes a higher penalty for downside variation in a fund’s return than it does for upside volatility.

For the full Morningstar Awards methodology, please click here.

References to and commentary on the above-mentioned funds should not be considered a solicitation to buy or sell that fund. Past performance is no guarantee of future results.

About Morningstar France Fund Information and Morningstar, Inc.
Morningstar France Fund Information is a subsidiary Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than USD $200 billion in assets under advisement and management as at 31 December, 2016.

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©2017 Morningstar, Inc. All Rights Reserved.

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