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Morningstar Announces Winners of 2017 Morningstar Awards Luxembourg

LUXEMBOURG, 24 March 2017—Morningstar Luxembourg S.a.r.l., a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has announced the winning funds and fund houses for its 2017 Morningstar Awards Luxembourg. Morningstar announced the winners on Thursday, 23 March at a ceremony at the Centre Culturel 'Schéiss' in Luxembourg.

The annual Morningstar Awards Luxembourg are designed to help investors identify the retail funds and fund houses that added the most value for investors within the context of their relevant peer group in 2016 and over longer time periods. Morningstar selects the winners using a quantitative methodology with a qualitative overlay that considers the one-, three-, and five-year performance history of all eligible funds, and adjusts returns for risk using Morningstar Risk, a measure that imposes a higher penalty for downside variation in a fund’s return than it does for upside volatility.

“All of the winners delivered strong three- and five-year returns after adjusting for risk, in addition to outperformance of their peers during the last 12 months,” Jeffrey Schumacher, Associate Director of Manager Research for Morningstar Benelux, said. “These funds and fund houses have demonstrated that they have the ability to earn strong returns over the long term without undue risk. We believe that taking a patient, long-term view to investing will ultimately help investors reach their financial goals.”

The winners of the 2017 Morningstar Awards Luxembourg are:

Fund Category Awards / Winners

Best EUR Allocation Fund / NN (L) Patrimonial Aggressive P Cap EUR (Morningstar Analyst Rating™ of Bronze)

Best EUR Fixed-Income Fund / BlueBay Investment Grade Euro Aggregate Bond Fund R EUR

Best Europe Equity Fund / JPMorgan Funds - Europe Strategic Growth Fund A (acc) EUR

Best Global Equity Fund / Robeco Capital Growth Funds - Robeco BP Global Premium Equities D EUR (Morningstar Analyst Rating™ of Silver)


Fund House Awards / Winners

Best Fund House: Equity / Fidelity International

Best Fund House: Fixed-Income / T. Rowe Price

Best Fund House: Multi-Asset / Fidelity International

For more information about the awards event and the awards methodology, please contact benelux.support@morningstar.com or visit http://awards.morningstar.com.

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Notes to Editors:
The Morningstar fund category and fund house awards are based on Morningstar fund data as of 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 awards 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 methodology, please click here.

Some of the winning funds hold a Morningstar Analyst Rating. Morningstar Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar’s 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.

References to and commentary on the above-mentioned funds should not be considered a solicitation to buy or sell that fund.

About Morningstar Luxembourg S.a.r.l. and Morningstar, Inc.
Morningstar Luxembourg S.a.r.l. 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 USD$200 billion in assets under advisement and management as of 31 December 2016. The company has operations in 27 countries.

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©2017 Morningstar, Inc. All Rights Reserved.


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