Morningstar presented its “2018 Morningstar Luxembourg Fund Awards” on Thursday evening.
The firm’s Jeffrey Schumacher stated in a press release issued on 23 March:
“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.”
And:
“These funds and fund houses demonstrate the ability to earn strong returns over the long-term without undue risk. Morningstar strongly believes that taking a patient, long-term view to investing will ultimately help investors reach their financial goals.”
Recipients of the 2018 Morningstar Luxembourg Fund Awards
Fund Category Awards
- Best EUR Allocation Fund: Vector Flexible
- Best EUR Fixed-Income Fund: Schroder ISF EURO Corporate Bond
- Best Europe Equity Fund: MFS Meridian European Value Fund
- Best Global Equity Fund: Vector Navigator
Fund House Awards
- Best Fund House, Equity: Comgest
- Best Fund House, Fixed-Income: T. Rowe Price
- Best Fund House, Overall: T. Rowe Price
The research firm published its methodology on its website (PDF).