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Morningstar Announces Winners of 2019 Singapore Fund Awards

Morningstar has announced the winning funds and fund houses for its 2019 Singapore Fund Awards on 19 March, 2019.

Morningstar 19/03/19

The annual Morningstar Singapore Fund Awards are designed to help investors identify the funds and fund houses that added the most value for investors within the context of their relevant peer group in 2018 and over longer time periods. Morningstar selects the winners using a quantitative methodology with a qualitative overlay that considers the one-, three-, and five-year performance history of all eligible funds, and adjusts returns for risk using Morningstar Risk, a measure that imposes a higher penalty for downside variation in a fund’s return than it does for upside volatility. 

“Investing is not just an opportunity, but a responsibility. Through the years, we’ve expanded our presence in global markets where investors need an independent view they can trust,” said Nick Cheung, Chief Executive Officer for Morningstar in Asia. “It’s our honor to recognize outstanding achievements in investment management again this year through the Morningstar Awards.”

“A defining feature of this year’s winners was their ability to deliver excellent peer-relative returns over three- and five-year periods, while managing to help insulate investors from severe drawdowns during volatile market conditions in 2018,” said Wing Chan, Morningstar’s Director of Manager Research Practice, EMEA & Asia. “These funds have demonstrated their ability to earn strong returns over the long term without undue risk. We believe that taking a patient, long-term view to investing will help investors reach their financial goals.”

The winners of the 2019 Morningstar Singapore Fund Awards are:



Best Asia Bond Fund

NN (L) Asian Debt (Hard Currency) P Cap USD

Best Asia-Pacific Equity Fund

First State Dividend Advantage (Morningstar Analyst Rating of Gold)

Best Global Equity Fund

AB Low Volatility Equity Portfolio Class AD USD

Best Greater China Equity Fund

Schroder ISF Greater China A Acc USD (Morningstar Analyst Rating of Silver)

Best Singapore Equity Fund

Schroder Singapore Trust SGD A Dis (Morningstar Analyst Rating of Bronze)





Best Equity Fund House

First State

Best Fixed-Income Fund House

Capital Group


The Morningstar fund category awards are based on Morningstar fund data as of 31 December 2018. The awards methodology emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award. For the full methodology, please click here


View all Morningstar Singaore Fund Awards 2019 articles here.


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