Sound quantitative methodologies highlight outperformance of the industryâs most exceptional funds to help investors find those with the most added value over one, three and five-year periods.
Morningstar Awards 2015 recognise retail funds and fund groups that added the most value for investors within the context of their relevant peer group in 2014 and over the longer term. Winners are selected using a proprietary, quantitative, risk-adjusted methodology with a qualitative overlay developed by Morningstar’s research team.
Awards are announced throughout the 12 months at ceremonies across Europe, Asia, Africa, and North America, honouring managers that have added the most value for investors. Fund and fund group nominees are selected based on sound quantitative methodologies that emphasise outperformance over one, three and five-year periods.
The Morningstar Awards are based on Morningstar fund data as at December 31, 2014. For more information about the awards and the methodology, please visit awards.morningstar.com.
About Morningstar Investment Management Asia Limited and Morningstar, Inc.
Morningstar Investment Management Asia Limited is authorised and regulated by the Hong Kong Securities and Futures Commission to provide investment research, non-discretionary investment consulting services and discretionary investment management services to professional investors only. Morningstar Investment Management Asia leverages the global expertise and methodologies of its ultimate parent, 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, and retirement plan providers and sponsors. Morningstar provides data on approximately 500,000 investment offerings, including stocks, mutual funds and similar vehicles, along with real-time global market data on more than 14 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately US $170 billion in assets under advisement and management as of December 31, 2014. The company has operations in 27 countries.
Morningstar expanded to Asia in April 2000 and has grown its businesses into Japan, Korea, India, mainland China, Taiwan, Singapore and Hong Kong. The Asia operations not only offer timely information on mutual funds, but also insightful and independent analyses, unbiased fund ratings, and sophisticated analytical tools to help both individual and professional investors make better investment decisions.
Media contact: Cecilica Chung, [email protected]
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