Recipients of the 2018 Morningstar Luxembourg Fund Awards pose for a picture during the prize-giving ceremony, held at the Schéiss cultural centre in Luxembourg-Belair, 23 March 2018 Morningstar

Recipients of the 2018 Morningstar Luxembourg Fund Awards pose for a picture during the prize-giving ceremony, held at the Schéiss cultural centre in Luxembourg-Belair, 23 March 2018 Morningstar

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).