Nedgroup Investments took top honours at this year’s annual Morningstar awards – with two funds winning their categories. 

The Nedgroup Investments Managed Fund won the Best Aggressive Allocation Fund, while the Nedgroup Investments Balanced Fund won the Best Moderate Allocation Fund award. 

Our Best of Breed™ partner, Truffle Asset Management also won Best Fund House in the smaller fund range. The fund category and fund house awards are based on Morningstar fund data as of 31 December 2022 and take into account both 1-year and longer-term performance. These awards are testament to the consistent outperformance of the funds. 

The Morningstar methodology 

Morningstar’s methodology document outlines that while the awards emphasise the one-year period, “funds must have also delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award. Further, they must have been at least in the top half of their respective peer groups in at least three of the past five calendar years. We believe this combination will ensure that the awards are given to funds which have earned strong one-year results and have also shown they have the ability to earn strong long-term returns without undue risk.”

For more information about the Nedgroup Investments Balance Fund, 
click here. 

For more information about the Nedgroup Investments Managed Fund, 
click here.