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Morningstar : Announces Winners of 2021 Switzerland Fund Awards

03/12/2021 | 04:10am EDT

ZURICH, 12 March 2021-Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the winning funds and fund houses for its 2021 Switzerland Fund Awards.

The annual awards recognise the retail funds and fund houses that added the most value for investors within the context of their relevant peer group in 2020 and over longer time periods. Morningstar selects the winners using a quantitative methodology with a qualitative overlay that considers the one-, three-, and five-year performance history of all eligible funds, and adjusts returns for risk using Morningstar Risk, a measure that imposes a higher penalty for downside variation in a fund's return than it does for upside volatility.

'This year's winners have added the most value for investors in 2020 and over the past three and five-year periods. These funds and fund companies have served investors well without taking undue risk. They are among the best performers within their categories, based on their excellent risk-adjusted returns.' said Natalia Wolfstetter, Director of Manager Research for Morningstar Germany.

The winners of the 2021 Morningstar Switzerland Fund Awards are:

Fund Category Awards

Best CHF Allocation Fund

ZugerKB Strategie Ausgewogen CHF B

Best Europe Equity Fund

iShares MSCI Europe SRI ETF EUR Acc

Best Global Equity Fund

Fidelity Global Focus A-Dis-USD

Best Switzerland Large-Cap Equity Fund

PS CH-Swiss High Dividend P CHF

Best Switzerland Small/Mid-Cap Equity Fund

SaraSelect P CHF dist

Fund House Awards

Best Fund House: Equity

Baillie Gifford

Best Fund House: Fixed-Income

Capital Group

Best Fund House: Overall

Capital Group

An overview of the winners can be viewed at www.morningstar.ch.

For more information about the Morningstar Switzerland Fund Awards and the awards methodology, please contact Sebastian.Lynar@morningstar.com or visit https://go.morningstar.com/Morningstar-Awards .

- Ends -

Notes to Editors:

The Morningstar fund category and fund house awards are based on Morningstar fund data as of 31 December 2020. The awards methodology emphasizes the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award. In selecting winners, fund returns are adjusted for risk using Morningstar Risk, a measure which imposes a higher penalty for downside variation in a fund's return than it does for upside volatility.

For the full methodology, please click here.

About Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $227 billion in assets under advisement and management as of Dec. 31, 2020. The Company has operations in 29 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc.

The Awards are copyrighted to Morningstar. Fund managers may not publicize the Award(s) without the prior written consent of Morningstar.

Analyst Ratings and Award nominees and winners are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar's current expectations about future events and therefore involve unknown risks and uncertainties that may cause Morningstar's expectations not to occur or to differ significantly from what was expected. Morningstar does not represent its Analyst Ratings to be guarantees nor should they be viewed as an assessment of a fund's or the fund's underlying securities' creditworthiness. The references above should not be considered a solicitation by Morningstar to buy securities.

©2021 Morningstar, Inc. All Rights Reserved.


Morningstar Inc. published this content on 12 March 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 12 March 2021 09:09:01 UTC.

© Publicnow 2021
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