☰ My Favourites
×

Register or Login to save your list

6 best funds according to the data – Morningstar UK Fund Awards

mornstar funds.jpg

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.

 

On a shopping spree? 3 more fund lists…

• Best-selling funds of March 2020

• Best of the Best Buy lists – ESG

• Sustainable investment fund tables

Get money musings every Friday

Join the thousands of people who get our weekly musings on money, great products, top tips and a dollop of opinion. 

Sign up to Holly's Blog

Keep Calm Webinars - banner.png

Holly provides straightforward answers to your investing questions | New videos posted every day

Stock market meltdown: straight-talking answers to difficult questions

popular funds 2020.png (1)

What are people investing in? Best-selling funds of March 2020

Where are people putting their money since the stock market crash? Top funds from 4 big providers

What are people investing in? Best-selling funds of March 2020

What are people like me doing?

Find your Money Tribe and get tailored tips for your life stage or priorities. New cornoavirus-affected pensions tribe coming soon.

Find My Tribe

Comments

No Comments Yet

Leave Comment

Related Questions

Got a Question?

Sign up for Holly's blog

Stay up to date

Our free weekly blog with Holly's
no-nonsense opinions, tips & food for thought.
If you change your mind, you can unsubscribe at any time. We'll never share your details and you can unsubscribe any time.