Morningstar, Inc. (Nasdaq: MORN) has announced the winners for the Morningstar Awards for Investing Excellence South Africa 2026. The awards recognise funds and asset managers that have served investors well over the long term and which Morningstar’s manager research team believes will be able to deliver strong risk-adjusted returns over time.
There are two types of Morningstar awards: the Morningstar Category Awards and the Morningstar Asset Manager Awards.
“Each year, the Morningstar Awards for Investing Excellence shine a light on the investment strategies and managers that have consistently put investors first,” says Tal Nieburg, Managing Director of Morningstar South Africa. Congratulations to our 2026 winners and finalists, who have demonstrated resilience, discipline, and a clear commitment to delivering long‑term value in a volatile and fast‑changing market. Drawing on our rigorous, forward‑looking research, we are pleased to recognise those fund groups that continue to set the standard for investors in South Africa.”
All the winners
| Morningstar Category Awards | Winner |
| Best Aggressive Allocation Fund | PPS Managed |
| Best Cautious Allocation Fund | Amplify SCI Wealth Protector |
| Best Flexible Allocation Fund | 36ONE BCI Flexible Opportunity |
| Best Global Allocation Fund | Allan Gray-Orbis Global Balanced Feeder |
| Best Global Equity Fund | Jupiter Merian World Equity |
| Best Moderate Allocation Fund | Amplify SCI Absolute |
| Best South Africa Equity Fund | Satrix 40 ETF |
| Best ZAR Bond Fund | Truffle SCI Income Plus |
| Best Asset Manager Awards | Winner |
| Best Asset Manager | Allan Gray |
Methodology
These awards are determined by a combination of risk-adjusted medium- to long-term performance track records and Morningstar’s forward-looking rating for funds, the Morningstar Medalist Rating™ including its Parent pillar component. The Medalist Rating is set on a five-tier scale running from Gold, Silver, Bronze, Neutral and Negative at the share class level. The full methodology for the awards is available here.
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