Independent investment research providers, Morningstar Luxembourg, announced the winning funds and fund houses for its 2017 Morningstar Awards Luxembourg at a ceremony at the Centre Culturel ‘Schéiss' yesterday evening.
With the aim of helping investors to identify the retail funds and fund houses that add the most value for investors, Morningstar selected the winners based on quantitative and qualitative approaches based on the one-, three-, and five-year performance history of eligible funds, adjusted for risk.
“All of the winners delivered strong three- and five-year returns after adjusting for risk, in addition to outperformance of their peers during the last 12 months,” said Jeffrey Schumacher, associate director of manager research for Morningstar Benelux, adding “these funds and fund houses have demonstrated that they have the ability to earn strong returns over the long term without undue risk. We believe that taking a patient, long-term view to investing will ultimately help investors reach their financial goals.”
The winners of the 2017 Morningstar Awards Luxembourg were:
- NN (L) Patrimonial Aggressive P Cap EUR, for best EUR allocation fund
- BlueBay Investment Grade Euro Aggregate Bond Fund, for best EUR fixed-income fund
- JP Morgan Funds - Europe Strategic Growth Fund A (acc) EUR, for best Europe Equity Fund
- Robeco Capital Growth Funds - Robeco BP Global Premium Equities D EUR, for best global equity fund
- Fidelity International, for best fund house: equity
- T. Rowe Price, for best fund house: fixed income
- Fidelity International, for best fund house: asset management
