Morningstar Awards - Australia and New Zealand

The objective of the Morningstar Awards for Investing Excellence program is to recognize funds and asset managers that have not only delivered strong risk-adjusted returns in the past but are also deemed capable of serving investors well going forward. As such, these awards are selected using a combination of past performance and risk and, whenever possible, Morningstar’s forward-looking rating for funds, the Morningstar Medalist Rating™, including its Parent pillar component.

The Asset Manager Award will be determined for each fund market. Only those funds with five-year performance record are included in the quantitative scoring. Thus, funds without five-year records or funds in unrated Morningstar Categories are excluded from the scoring process. There is a minimum number of eligible funds to participate, which may differ for each market.