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Morningstar Awards for Investing Excellence UK 2025: Winners Announced

LONDON--(BUSINESS WIRE)-- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners for the 2025

articleMorningstar, Inc.March 21, 20255/company/morningstar-inc/news/morningstar-awards-investing-excellence-uk-2025-winners-announced-2025-03-21
Morningstar Awards for Investing Excellence UK 2025: Winners Announced

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[{"type":"text","content":" LONDON--(BUSINESS WIRE)--\nMorningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners for the 2025 Morningstar Awards for Investing Excellence UK. The awards recognise funds and asset managers that have served investors well over the long term and which Morningstar’s manager research team believes will be able to deliver strong risk-adjusted returns over time.\n\nThere are two types of Morningstar awards: the Morningstar Category Awards and the Morningstar Asset Manager Awards.\n\n“Congratulations to the winners and finalists of the Morningstar Awards for Investing Excellence Awards 2025, which recognise the outstanding fund offerings and groups within the industry. Against the backdrop of geopolitical shifts and evolving markets, our analysts have carefully chosen the top performers across equity, fixed income, and multi-asset categories, leveraging Morningstar’s forward-looking ratings to identify the leading funds for investors in the UK,” said Monika Calay, Director of UK Manager Research at Morningstar.\n\nThe 2025 Morningstar Awards for Investing Excellence award winners in the UK are:\n\n\n\nMorningstar Category Awards\n\n\n\nWinner\n\n\n\n\n\nBest Europe ex-UK Equity\n\n\n\nJPM Europe Dynamic (ex-UK) Fund C – Net Acc\n\n\n\n\n\nBest GBP Allocation\n\n\n\nDimensional World Allocation Funds\n\n\n\n\n\nBest GBP Bond\n\n\n\nRoyal London Corporate Bond M Acc\n\n\n\n\n\nBest Global Equity\n\n\n\nJupiter Merian Global Equity Fund I GBP Acc\n\n\n\n\n\nBest UK Equity\n\n\n\nArtemis Income Fund I Acc\n\n\n\n\n\n\nBest Asset Manager Awards\n\n\n\nWinner\n\n\n\n\n\nBest Asset Manager\n\n\n\nRoyal London Asset Management\n\n\n\n\nMethodology\n\nThese awards are determined by a combination of risk-adjusted medium- to long-term performance track records and Morningstar’s forward-looking rating for funds, the Morningstar Medalist Rating™ including its Parent pillar component. The Medalist Rating is set on a five-tier scale running from Gold, Silver, Bronze, Neutral and Negative at the share class level. The full methodology for the awards is available here.\n\nAbout Morningstar, Inc.\n\nMorningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individ...

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