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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.

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