Fonde

Morningstar Fund Awards 2017

Hvert år kårer Morningstar de fonde, der har leveret de bedste resultater til danske investorer. I denne artikel afslører vi de nominerede til årets priser.

Nikolaj Holdt Mikkelsen, CFA 13/03/2017

Udbuddet af investeringsforeninger bliver til stadighed større, og for den private investor kan det være mere end svært at navigere rundt i fondsjunglen og bevare overblikket. Læg dertil at langt fra alle fonde er lige gode. Selvom to eller flere fonde har stort set ens navne - og endda nogenlunde samme strategi - så er der ofte stor variation i opnåede resultater.

Selv på et forholdsvist lille aktiemarked som det danske, hvor antallet af aktier er relativt beskeden, vil afkastet mellem de bedste og ringeste fonde ofte ligge milevidt fra hinanden. Det illustrerer, hvor nemt man kan komme på glatis, hvis ikke man får satset på de rigtige heste.

De gode præstationer bør belønnes og bringes frem i lyset, og derfor kårer Morningstar hvert år via Morningstar Fund Awards de bedste enkeltfonde på det danske marked. Metoden er den samme, der anvendes af Morningstar i resten af Europa og er derfor anerkendt på tværs af landegrænserne. I Danmark uddeles priser indenfor fem forskellige investeringskategorier.

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Nikolaj Holdt Mikkelsen, CFA

Nikolaj Holdt Mikkelsen, CFA  

Chefanalytiker i Morningstar Danmark

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