6 best funds according to the data – Morningstar UK Fund Awards
By Mike Narouei, Content Producer at Boring Money
28 April, 2020
Which funds add the most value for investors? Take it from global research powerhouse Morningstar...
Morningstar UK, one of the oracles of the investing world and a veritable data factory, has announced the winners of its 2020 UK Fund Awards. As independent and thorough as the research house itself, Morningstar’s awards celebrate the best funds from an objective perspective: what does the data say?
Morningstar UK Fund Awards
Recognises the retail funds that “added the most value for investors within key sectors and across asset classes”
Focuses mostly on a one-year return period (ending 31 December 2019) but also considers three- and five-year performance in the scoring
Scoring uses the Morningstar Risk measure – funds lose more points for losses than they gain for returns (it’s a bit more complicated than that – read more here)
Winning funds 2020
Best Europe Equity Fund
Fidelity European Fund W Acc
Risk rating: ☆☆☆☆☆
Fund info
Best Global Equity Fund
Ardevora Global Equity Fund C GBP Acc
Risk rating: ☆☆☆☆☆
Fund info
Best UK Equity Fund
Royal London Sustainable Leaders Trust Class C Acc
Risk rating: ☆☆☆☆☆
Fund info
Best UK Small/Mid-Cap Equity Fund
MI Chelverton UK Equity Growth Fund B Acc
Risk rating: ☆☆☆☆☆
Fund info
Best GBP Bond Fund
Rathbone Ethical Bond Fund Institutional Acc
Risk rating: ☆☆☆☆☆
Fund info
Best GBP Allocation Fund
Kames Diversified Monthly Income Fund GBP B Acc
Risk rating: ☆☆☆
Fund info
Please don't take these award-winners as a list of suggestions from us or Morningstar. We're not financial advisors and don't know whether any of these funds would suit your portfolio. Always check yourself before you buy.
