The INsiders organises successful Morningstar Funds Awards 2014


The Luxembourg fund sector continues to thrive with increasing assets under management in part fuelled by increasing volumes of alternative assets; this underlying trend set the scene for a successful evening for the Morningstar Fund Awards Luxembourg held on Wednesday 2 April at the centre culturel Schéiss in the Val Ste Croix.

The awards commenced with Steven Smit, CEO of Morningstar Benelux, who introduced the event highlighting best practice and performance within the funds industry. He referred to increasing desire for independent financial advice by investors. A short speech followed by Bob Kneip, CEO of Kneip, the leading fund data management firm in Luxembourg commenting on the close working relationship between Morningstar and Kneip – both industry leaders in their own fields.

The awards were hosted by John Baker of the Luxembourg office. The criteria for selecting the winners of the awards were based on performance over a five-year period (since 2009) and those that use the Morningstar information system. This was also balanced with a measurement for risk. Within this, there are two types of award: “Fund House” and “Asset Class”.

Artist and photographer Jacques Schneider supplied a selection of his recent collection portraying the Grand Duke of Luxembourg to add even more colour to the event.

2014 Morningstar Fund Awards Luxembourg recipients:

Best fund house, larger equity: Schroders
Best fund house, larger fixed income: Pioneer Investments
Best fund house, multi-asset: Fidelity
Best fund house, specialist equity: MFS
Best fund house, specialist fixed income: Fidelity
Best Asia-Pacific equity fund: “CB-Accent Lux Far East Equity”, CornerBank
Best emerging markets bond fund: “Templeton Emerging Markets Bond”, Franklin Templeton Investment Funds
Best EUR aggressive allocation fund: “Allianz Strategy 75”, Allianz Global Investors Luxembourg
Best EUR cautious allocation fund: “Eurose C”, DNCA Finance
Best EUR corporate bond fund: “UniEuroRenta Corporates”, Union Investment Luxembourg
Best EUR diversified bond fund: “DWS Euro-Bonds (Medium)”, DWS Investment
Best EUR flexible allocation fund: “DWS Funds Invest Vermögensstrategie”, DWS Investment
Best EUR government bond fund: “Pioneer Funds – Euro Bond”, Pioneer Asset Management
Best EUR high-yield bond fund: “Aberdeen Global II Euro High Yield Bond”, Aberdeen Global Services
Best EUR moderate allocation fund: “ING (L) Patrimonial Balanced”, ING Investment Management Luxembourg
Best Europe equity fund: “Invesco Pan European Structured Equity Fund”, Invesco Management (LUX)
Best Europe small/mid-cap equity fund: “Standard Life Investments Global SICAV European Smaller Companies”, Standard Life Investments
Best global bond fund: “Invesco Global Bond”, Invesco Management (LUX)
Best global emerging markets equity fund: “Fidelity Funds – Emerging Markets”, Fidelity (FIL Inv Mgmt (Lux) S.A.)
Best global equity fund: “Robeco BP Global Premium Equities”, Robeco Group
Best US equity fund: “Degroof Equities US Flexible”, Degroof Fund Management Company


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