Winners
The Best Fund House category recognises fund houses that manage 10 or more funds with a Morningstar Overall Rating.
The assessment is based on the Fund House Rating, which is measured by the average Morningstar Overall Rating of all eligible funds.
Best Fund House
Dimensional Fund Advisors
Best Fund House
Fullerton Fund Management
Best Fund House
PIMCO
The ETF category includes Exchange Traded Funds that are eligible and available in Singapore.
NikkoAM-StraitsTrading Asia ex Japan REIT ETF
Nikko AM
Nikko AM Singapore STI ETF
Nikko AM
SPDR® Straits Times Index ETF
State Street Global Advisors
The CPF Category includes funds that are under the Singapore Central Provident Fund (CPF) investment scheme.
Allianz Global High Payout Fund SGD
Allianz Global Investors
Capital Group New Perspective Fund (LUX) B
Capital Group
Infinity U.S. 500 Stock Index Fund SGD
Lion Global Investors
PineBridge Global PineBridge US Large Cap Research Enhanced Class A5CP
PineBridge
Schroder International Selection Fund Global Equity Alpha C Accumulation USD
Schroders
Singapore Equity
Nikko AM Shenton Thrift Fund
Nikko AM
Singapore Bond
Schroder Singapore Fixed Income Fund Class I Acc
Schroders
The Morningstar category is described as "In an effort to distinguish funds by what they own, as well as by their prospectus objectives and styles, Morningstar developed the Morningstar Categories. While the prospectus objective identifies a fund's investment goals based on the wording in the fund prospectus, the Morningstar Category identifies funds based on their actual investment styles as measured by their underlying portfolio holdings (portfolio and other statistics over the past three years)".
2 Singapore-focused categories were selected:
Equity
Eastspring Investments Unit Trusts - Global Technology
Eastspring Investments
Fidelity Funds - Global Equity Income Fund I-Acc-USD
Fidelity International
United E-Commerce Fund
United Overseas Bank
Fixed Income
BlackRock Global Inflation Linked Bond Fund A2 USD
BlackRock
Fidelity Funds - Global Inflation-linked Bond Fund A-ACC-USD
Fidelity International
Schroder Singapore Fixed Income Fund Class I Acc
Schroders
The Global Broad Category group is based on Morningstar’s classification, which is "A peer group representing the primary asset class orientation of the fund." 2 categories with the most funds are selected. Here is an extract from the website: "Morningstar supports global categories, which map into nine global broad category groups (Equity, Allocation, Convertibles, Alternative, Commodities, Fixed Income, Money Market, Property, and Miscellaneous)". From this, we have selected the two categories with the most funds, which are equity and fixed income. It is then further divided based on the fund's size, into two categories: one for funds equal and above USD 1 Bil and the other below USD 1 Bil.
Equity
BlackRock Global Funds - World Technology Fund A2
BlackRock
Fidelity Funds - Global Technology Fund A-DIST-EUR
Fidelity International
GMO Quality Investment Fund
GMO
Fixed Income
PIMCO GIS Global Real Return Fund Institutional USD Accumulation
PIMCO
PIMCO GIS Euro Bond Fund Institutional EUR Accumulation
PIMCO
PIMCO GIS Global Bond Ex-US Fund Institutional USD Accumulation
PIMCO
Asia Equity
Capital Group Asian Horizon Fund (LUX) ZL
Capital Group
Schroder Asian Growth SGD A Dis
Schroders
Schroder International Selection Fund Asian Total Return C Accumulation USD
Schroders
Asia Fixed Income
Nikko AM Shenton Horizon Singapore Fixed Income Enhanced Fund - SGD Class
Nikko AM
PIMCO GIS Asia High Yield Bond Fund Institutional USD Accumulation
PIMCO
Schroder Singapore Fixed Income Fund Class I Acc
Schroders
Healthcare Equity
Janus Henderson Capital Funds plc - Global Life Sciences Fund Class I2 USD
Janus Henderson
Real Estate Equity
Janus Henderson Horizon Pan European Property Equities Fund A2 EUR
Janus Henderson
Technology Equity
United E-Commerce Fund
United Overseas Bank
The Global category group is based on Morningstar's definition, which is "The Morningstar Global Category system groups investment vehicles across the globe that invest in similar asset classes. The categories are based on the investment vehicles' underlying local Morningstar Category assignments. Entries in the Morningstar Global Category system may be broader or more granular than the local categories that constitute the global category." 3 categories were selected: