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Fonde

Vindere af Morningstar Fund Awards 2017

Danske Invest vinder som bedste aktiefondshus for niende år i træk, Nordea Invest er bedst til obligationer for syvende gang og Maj Invest Value Aktier modtager prisen for at være bedst på globale aktier.

Nikolaj Holdt Mikkelsen, CFA 10/04/2017

Danske investorer har investeret mange hundrede milliarder i danske investeringsforeninger. Pengene er investeret i fonde på det danske marked, som tilsammen repræsenterer et bredt udvalg bestående af flere hundrede fonde.

Der er en tendens til at investorerne favoriserer fonde med gode præstationer, idet de investerer mere i disse fonde relativt til andre fonde med mindre gode præstationer. Eksempelvis er det formuevægtede rating-snit af alle danske fonde 3,6 Morningstar stjerner, hvor tre stjerner er udtryk for en middelmådig præstation i europæisk sammenhæng.  

Morningstar vil gerne være med til at fremhæve og hædre de fonde, som gør det godt. Det gør vi med Morningstar Fund Awards, der er en årlig begivenhed, og som skal betragtes som en anerkendelse til de fonde og porteføljeforvaltere, der har leveret særligt gode resultater over en årrække.

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Nikolaj Holdt Mikkelsen, CFA

Nikolaj Holdt Mikkelsen, CFA  

Chefanalytiker i Morningstar Danmark

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The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. It is projection/opinion and not a statement of fact. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. This process culminates in a single-point star rating that is updated daily. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Morningstar Star Rating for Stocks, please visit here

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