On 20 March, we will announce our annual Morningstar 2018 Fund Award winners. The core methodology remains the same, and as always, there will be five categoriy awards given.
Methodology remains the same
The awards retain the same methodology combining quantitative scoring with the qualitative judgment of our analyst team. They are designed to recognise strong performance during the year in question, but they do not simply reward one year returns. Indeed, the best funds over one year have all too often just gotten lucky rather than demonstrated real skill. We therefore evaluate five years of history in our awards process and it takes more than strong returns to merit consideration. We also place a heavy emphasis on risk in our calculation and our analysts look at factors such as the consistency of returns, changes to management and outsized risks that might be embedded in the portfolio. You can read the full methodology here.
Awards in 2018
Morningstar Category Awards
Equity:
- Malaysia Large-cap Equity
- Malaysia Large-cap Equity (Syariah)
- Asia-Pacific Equity (Asia-Pacific ex Japan Equity, Asia-Pacific Equity)
Fixed Interest:
- Malaysia Bonds
- Malaysia Bonds (Syariah)
Stay tuned with the winner annoucement and winners feature on our website in March.
View all Morningstar Malaysia Fund Awards 2018 articles here.
