An earlier article about the Morningstar awards incorrectly linked the 2019 media release. Here is the correct 2020 release – congratulations to the winning funds and apologies for publishing the incorrect media release.
Independent investment research company Morningstar Research (Pty) Limited, a subsidiary of Morningstar, Inc. named the winners of its 2020 South Africa Fund Awards late last week.
The winners for the 2020 Morningstar South Africa Fund Awards are:
| Fund Category Awards: | Winners: |
| Best Aggressive Allocation Fund | Kagiso Balanced |
| Best Bond Fund | Allan Gray Bond |
| Best Cautious Allocation Fund | ABSA Inflation Beater |
| Best Flexible Allocation Fund | Select BCI Worldwide Flexible |
| Best Global Equity Fund | Nedgroup Global Equity |
| Best Moderate Allocation Fund | Sasfin BCI Balanced |
| Best South Africa Equity Fund | Kagiso Equity Alpha |
Fund House Awards: |
Winners: |
| Best Fund House: Larger Fund Range | Investec Asset Management |
| Best Fund House: Smaller Fund Range | Fairtree Asset Management |
“The winners of this year’s South Africa Fund Awards demonstrate the value of a solid long-term investment strategy at a time when domestic and international markets are battling turbulent macro-economic and political headwinds,” said Tal Nieburg, Managing Director for Morningstar South Africa. “The winning funds and fund houses demonstrated the ability to earn strong risk-adjusted returns for investors over a sustained period, while avoiding undue risk.”
Click here to download the 2020 media release.
