Morningstar is pleased to announce the Europe, Middle East, and Africa finalists for the 2026 Morningstar Awards for Investing Excellence
The Morningstar Awards are designed to help investors around the world identify the year's most exceptional funds and fund managers. Awards are announced throughout the year at ceremonies across Europe, Asia, Africa, and the Americas, honoring managers that have added the most value for investors. Fund and fund group nominees are selected based on sound quantitative methodologies that emphasize outperformance over one-, three-, and five-year periods, while our regional analyst-driven Fund Manager of the Year awards recognize managers who have not only achieved impressive returns, but also been strong stewards of shareholder capital.
For questions on any of these events, please email awards@morningstar.com indicating the location you are referring to.
Morningstar Awards for Investing Excellence | France – 24 March, Paris
EUR Bond Award Finalists
Ecofi Euro Aggregate 3-5 Ans
Lazard Euro Short Duration Income Opportunities SRI PVC EUR
SPDR Bloomberg Euro Corporate Bond ETF
Europe Equity Award Finalists
iShares Core MSCI Europe UCITS ETF EUR
Wellington Strategic European Equity EUR
Xtrackers MSCI Europe ETF
France Equity Award Finalists
Amundi CAC 40 ETF
Amundi Index Solutions CAC 40 ESG DR ETF
Moneta Multi Caps
France Small/Mid Equity Award Finalists
Claresco PME P
Indépendance AM - France Small & Mid I (C)
Keren Essentiels N
Global Equity Award Finalists
HSBC MSCI World ETF
MFS Meridian Contrarian Value USD
SPDR MSCI All Country World ETF
Morningstar Awards for Investing Excellence | Italy – 26 March, Milan
Asset Manager Award Finalists
RBC BlueBay
State Street
Vanguard
EUR Allocation Award Finalists
iShares Growth Portfolio ETF EUR Acc
Vanguard LifeStrategy 80% Eq ETF EUR Acc
Vanguard LifeStrategy 60% Eq ETF EUR Acc
EUR Bond Award Finalists
iShares Core € Corp Bond ETF EUR AccMFS Meridian Euro Credit W1 EUR
Vanguard EUR Corp Bd ETF EUR Acc
Europe Equity Award Finalists
iShares Core MSCI Europe ETF EUR Acc
M&G (Lux) Eurp Strat Val A EUR Acc
Wellington Strategic Eurp Eq EUR D Ac
Italy Equity Award Finalists
Fidelity Italy A-Acc-EUR
iShares FTSE MIB ETF EUR Acc
Lemanik SICAV High Growth Cap Retail EUR
Global Equity Award Finalists
MFS Meridian Contrarian Value W1 USD
SPDR MSCI All Cntry Wld ETF
Vanguard FTSE AllWld HiDivYld ETF $Dis
Morningstar Awards for Investing Excellence | South Africa – 12 March, Cape Town
Asset Manager Award Finalists
36ONE Asset Management
Allan Gray - Winner
Visio Fund Management
Global Equity Award Finalists
Artisan Global Value
Jupiter Merian World Equity - Winner
T. Rowe Price Global Focused Growth Equity
South Africa Equity Award Finalists
FNB Top40 ETF
Satrix 40 ETF - Winner
Truffle SCI SA Equity
Bond Award Finalists
PPS Bond
Prescient Flexible Bond
Truffle SCI Income Plus - Winner
Cautious Allocation Award Finalists
Amplify SCI Defensive Balanced
Amplify SCI Wealth Protector - Winner
Camissa Stable
Moderate Allocation Award Finalists
Amplify SCI Absolute - Winner
Camissa Protector
PortfolioMetrix BCI Moderate FoF
Aggressive Allocation Award Finalists
Allan Gray Balanced
PPS Managed - Winner
Visio BCI SA Balanced
Flexible Allocation Award Finalists
36ONE BCI Flexible Opportunity - Winner
Laurium Flexible Prescient
PSG Flexible
Global Allocation Award Finalists
Allan Gray-Orbis Global Balanced Feeder - Winner
PBi BCI Worldwide Flexible
PortfolioMetrix BCI Unconstrained Moderate FoF
Morningstar Awards for Investing Excellence | Spain – 24 March, Madrid
Asset Manager Award Finalists
Evli
Magallanes
Polar Capital
Global Equity Award Finalists
Fidelity MSCI World Index EUR P Acc
MFS Meridian Contrarian Value A1 USD
Robeco BP Global Premium Eqs E USD
Europe Equity Award Finalists
Amundi IS Core MSCI Europe AE-C
Fidelity MSCI Europe Indx EUR P Acc
M&G (Lux) Eurp Strat Val A EUR Acc
Spain Equity Award Finalists
Bestinver Bolsa FI
Mutuafondo España A FI
Okavango Delta A FI
EUR Bond Award Finalists
AXAWF Euro Strategic Bonds A Cap EUR
Eurizon Bond EUR Medium Term LTE R Acc
R-co Conviction Credit Euro C EUR
EUR Allocation Award Finalists
Cobas Renta FI
Mutuafondo Mixto Flexible FI
Mutuafondo Fortaleza D FI
Morningstar Awards for Investing Excellence | UK – 19 March, London
Asset Manager Award Finalists
Artemis
Dimensional - Winner
Royal London
Global Equity Award Finalists
HSBC FTSE All-World Index C Acc
Jupiter Merian Global Equity I GBP Acc
L&G Global 100 Index F Inc - Winner
Europe ex-UK Equity Award Finalists
Janus Henderson European Focus I Acc
JPM Europe Dynamic (ex-UK) C Net Acc - Winner
Schroder European Recovery Z Inc
UK Equity Award Finalists
Fidelity Special Situations W Acc - Winner
iShares 100 UK Equity Index (UK) L Acc
JPM UK Equity Core E Net Acc
GBP Bond Award Finalists
Jupiter Corporate Bond I Inc
PIMCO GIS Income Instl GBPH Inc
Royal London Corporate Bond Z Inc - Winner
GBP Allocation Award Finalists
BNY Mellon Mlt-Asst Growth Inst W Acc - Winner
L&G Multi-Index 7 C Acc
Nedgroup Inv Funds Global Flex C GBPHAcc
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