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Mimi Celeste TaylorMimiCeleste.Taylor@morningstar.com
Morningstar Announces Shortlist for the 10th Morningstar Awards for Excellence in Investment 2017
LONDON, 3 August 2017—Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the shortlist for its Outstanding Fund Manager and Outstanding Rising Talent Awards. The annual awards, now in its 10th year, recognise and celebrate the best of the UK fund management industry.

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. The award identifies a generationally great investor within the retail investment industry. Shortlisted for the Outstanding Fund Manager Award are:


James Anderson / Scottish Mortgage Ord / Gold

Francis Brooke / Troy Trojan Income / Silver

Stephen Harker / Man GLG Japan CoreAlpha / Gold

Jim Leaviss / MandG Global Macro Bond / Silver

Nick Train / CF Lindsell Train UK Equity / Gold

The Outstanding Rising Talent Award is presented to a fund manager or team that has managed its current fund for less than seven years and demonstrated the potential to achieve excellent and consistent long-term returns for investors. Shortlisted for the Outstanding Rising Talent Award are:


Angel Agudo / Fidelity American Special Situations / Bronze

Nitin Bajaj / Fidelity Asian Values, Fidelity Funds - Asian Smaller Companies / Bronze

Ben Edwards / BlackRock Corporate Bond / Bronze

Brian Hall / BGF European Value / Bronze

John William Olsen / MandG Pan European Select, MandG Global Select / Bronze

The awards draw from Morningstar’s qualitative manager research, which uses a globally consistent five-pillar methodology to ascertain a Morningstar Analyst Rating™ for funds under coverage. The Morningstar Analyst Rating evaluates a fund’s capacity to outperform its peers over the long term. The five pillars in the Morningstar Analyst Rating methodology are Process, People, Parent, Performance, and Price.

Morningstar will announce the winners of the Morningstar Awards for Excellence in Investment on 7th September 2017 at Kensington Roof Gardens in London.

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Notes to Editors
Morningstar assigns a Morningstar Analyst Rating to funds using a five-tiered rating scale of Gold, Silver, Bronze, Neutral, and Negative. Morningstar Medalists—those funds that have received a Gold, Silver, or Bronze rating—are funds that Morningstar analysts determine are likely to outperform their peer groups and/or relevant benchmarks on a risk-adjusted basis over a market cycle of at least five years. Morningstar does not charge asset managers to research and rate their funds. For more information about Morningstar’s manager research and ratings, please visit http://global.morningstar.com/UKPeople.

For the Morningstar Analyst Rating methodology, please visit: http://corporate.morningstar.com/us/documents/MethodologyDocuments/AnalystRatingforFundsMethodology.pdf.

About Morningstar UK Limited and Morningstar, Inc.
Morningstar UK Limited is a subsidiary of Morningstar, Inc., 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 US$200 billion in assets under advisement and management as of June 30, 2017. The company has operations in 27 countries.

Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar analysts’ current expectations about future events and therefore involve unknown risks and uncertainties that may cause Morningstar’s expectations not to occur or to differ significantly from what was expected. Morningstar does not represent its Analyst Ratings to be guarantees nor should they be viewed as an assessment of a fund’s or the fund’s underlying securities’ creditworthiness. This press release is for informational purposes only; it should not be considered an offer or solicitation to buy or sell the mutual funds noted within.

©2017 Morningstar, Inc. All Rights Reserved.
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