Morningstar Honors Top UK Funds and Asset Managers in 2026 Awards
Event summary
- Morningstar announced winners of the 2026 Awards for Investing Excellence UK on March 20, 2026.
- Awards recognize funds and asset managers with strong long-term performance and potential for future risk-adjusted returns.
- Dimensional named Best Asset Manager, while category awards went to funds from JPMorgan, BNY Mellon, Royal London, L&G, and Fidelity.
- Awards based on Morningstar’s Medalist Rating system, combining historical performance and forward-looking analysis.
The big picture
Morningstar’s annual awards highlight the funds and managers that have demonstrated resilience and discipline in delivering long-term value to investors. The recognition comes amid increasing demand for independent, forward-looking investment insights, particularly as markets navigate volatility and regulatory shifts. With approximately $378 billion in assets under management as of December 2025, Morningstar’s influence in shaping investor behavior remains significant.
What we're watching
- Performance Sustainability
- Whether award-winning funds can maintain their strong risk-adjusted returns in volatile markets.
- Asset Manager Differentiation
- How Dimensional will leverage its Best Asset Manager title to attract new clients and assets under management.
- Industry Benchmarking
- The pace at which Morningstar’s Medalist Rating system becomes an industry standard for fund evaluation.
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