Morningstar Awards: Are these winning funds on your buy list?

clock

Morningstar has unveiled its list of top performing funds for retail investors in 2011, a turbulent period for markets.

The ratings agency has selected winners across all sectors based on their ability to outperform the peer group over 2011, while also focusing on their long-term track records. But did any of your funds make the list?   Best UK Large-Cap Equity Fund Majedie Asset UK Equity This team-managed fund has built an admirable record through time, with a five-year return of 5.77% annualised, compared to 0.59% for its average UK Large-Cap Blend peer. During the same period, the fund has displayed notably less risk than its rivals, and lost 10 percentage points less than its average peer...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Economics

Trustpilot