All the finalists for the 2024 Morningstar Awards for Investing Excellence South Africa

Tal Nieburg

The 2024 Morningstar Awards for Investing Excellence South Africa have been announced. The awards recognise those funds and asset managers that have served investors well over the long term and which Morningstar’s Manager Research team believes will be able to deliver competitive risk-adjusted returns over time. 

“The Morningstar Awards for Investing Excellence are designed to recognise the industry’s best fund offerings and investor-centric firms. With our new methodology being used across 24 markets globally, we look forward to rolling out these research-driven awards to the South African market for the first time in 2024,” said Tal Nieburg, Managing Director of Morningstar South Africa.

The Morningstar Awards for Investing Excellence winners are chosen based on research and in-depth qualitative evaluation by Morningstar’s manager research group. In South Africa, there are two types of Morningstar awards: the Morningstar Category Awards and the Morningstar Asset Manager Awards. The full methodology for the awards is available here

The winners of the Morningstar Awards for Investing Excellence South Africa will be announced on 14 March 2024.   

The finalists for the 2024 Morningstar Awards for Investing Excellence South Africa are:

Morningstar Category AwardsFinalist
Best Bond FundM&G Bond Fund
Truffle SCI Income Plus Fund
STANLIB Flexible Income Fund
Best Cautious Allocation FundFNB Stable FoF
H4 Stable Fund
PSG Wealth Preserver FoF
Best Moderate Allocation FundAeon Balanced Prescient Fund
GraySwan SCI Moderate FoF
Ninety One Opportunity Fund
Best Flexible Allocation FundNedgroup Investments Global Flexible Feeder Fund
Platinum BCI Worldwide Flexible Fund
Sygnia Skeleton Worldwide Flexible Fund
Best Aggressive Allocation FundDenker SCI Balanced Fund
GraySwan SCI Aggressive FoF
H4 Growth Fund
Best South Africa Equity Fund36ONE BCI Equity Fund
Fairtree Select Equity Prescient Fund
M&G Dividend Maximiser Fund
Best Global Equity FundArtisan Global Value Fund
Baillie Gifford Worldwide Long Term Global Growth Fund
Dodge & Cox Worldwide Global Stock Fund
Morningstar Asset Manager Awards Finalist
Best Asset Manager Camissa Asset Management
Best Asset ManagerFairtree Asset Management
Best Asset ManagerSchroder Investment Management

“These awards are designed to recognise the industry’s fund offerings and investor-centric firms which Morningstar’s Manager Research team believes will be able to deliver strong risk-adjusted returns in the longer term. Using the Morningstar Medalist Rating, our manager research team carefully decides the finalists across individual fund markets,” Nieburg added.  

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 Medalist Rating™ including its Parent pillar component. The Medalist Rating is set on a five-tier scale running from Gold, Silver, Bronze, Neutral and Negative at the share class level. The full methodology for the awards is available here.  

For any enquiries regarding Morningstar’s Awards for Investing Excellence, kindly contact Morningstar via [email protected]

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