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Morningstar Announces Winners for Morningstar Switzerland Fund Awards 2017

ZURICH, 30 March 2017—Morningstar Switzerland GmbH, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has announced the fund and fund group winners of its 2017 Morningstar Switzerland Fund Awards. Morningstar announced the winners last night at a ceremony held at the Alte Sihlpapierfabrik in Zurich and, for the first time, followed with an industry panel discussion about driving client focus, held in co-operation with think tank Redesigning Financial Services.

The Morningstar Switzerland 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. Morningstar selected the winners using a quantitative methodology, and eligible funds require a five-year performance track record. Weightings to one-, three-, and five-year performance are factored into the methodology along with a qualitative overlay.

The winners of the Morningstar Switzerland Fund Awards 2017 are:


Best Switzerland Small/Mid-Cap Equity Fund / BlackRock Global Funds - Swiss Small and MidCap Opportunities Fund A2 CHF

Best Switzerland Large-Cap Equity Fund / SGKB (CH) Fund – Aktien Schweiz

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

Best Global Equity Fund / LGT Funds SICAV - LGT Sustainable Equity Fund Global (EUR) B

Best CHF Allocation Fund / UBS (CH) Vitainvest - 50 World U


Best Equity Fund House / Fidelity International

Best Multi-Asset Fund House / Fidelity International

Best Fixed-Income Fund House / Natixis Global Asset Management

“The winning funds and fund houses have demonstrated strong risk-adjusted returns within their respective category delivering good results for investors in 2016 and over the past five years, after taking risk into account”, Christian Mesenholl, Country Head for Morningstar Switzerland, said. “Here at Morningstar, we believe a long-term approach to investing is of paramount importance, helping investors steer clear of the costly mistakes that we see time and time again. This year, we have been pleased to celebrate the winners of the Morningstar awards with industry participants attending our panel discussion held in co-operation with Redesigning Financial Services, intended to share on the industry changes underway and explore new opportunities to shape the future of the Swiss financial services market.”

Think tank Redesigning Financial Services was launched in 2016 by the University of St. Gallen, ETH Zurich, and EY Switzerland, to anticipate and test innovations in finance. Panel speakers at the Morningstar event included Robert Ruttman, Head, Center of Customer Insight on Financial Services and Founder of Redesigning Financial Services; Eunice Zehnder, CEO of IPM AG; Giles Keating, President of the Werthstein Institute; R Jesse McWaters, Project Lead – Disruptive Innovation in Financial Services at the World Economic Forum; and Lee Davidson, Head of Quantitative Research at Morningstar.

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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 Morningstar Risk, a measure that 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.

About Morningstar Switzerland GmbH and Morningstar, Inc.
Morningstar Switzerland GmbH 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 at 31 December, 2016. The company has operations in 27 countries.

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©2017 Morningstar, Inc. All Rights Reserved.

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