Awards

Our products have excellent track records with many award-winning funds.

Morningstar Award Fund of the Year

Morningstar Award Fund of the Year

Morningstar Award “Fund of the Year 2020” Award to following

  • Baillie Gifford Long Term Global Growth Fund
    / Global-Stock Fund Division(Best Fund of the Year in 579 funds)
  • Future Innovation Growth Stock Fund
    / Domestic Stock Fund Division(Fund of the Year in 908 funds)
  • Baillie Gifford Impact Investment Fund
    / ESG Fund Division(Fund of the Year in 129 funds)

Disclaimer:
References to any specific securities do not constitute an offer to buy or sell securities. Those awarded funds based upon the past performance cannot guarantee their future performance. Data or statements are obtained from sources Morningstar Japan K.K believed to be reliable but are not guaranteed as to accuracy or completeness.

All information is the property of Morningstar Japan K.K. or Morningstar, Inc. and protected by copyright and intellectual property laws. All rights reserved.

Taking every factor into consideration, Morningstar Japan K.K. has selected funds for Morningstar Award “Fund of the Year 2020” in each divisions from open-end mutual fund based upon its unique quantitative and qualitative analysis.
Awarded funds is based on the date as of the end of December 2020.


Refinitiv Lipper Fund Awards Japan 2021 Awarded to following funds

Refinitiv Lipper Fund Awards Japan 2021 Funds

  • MUAM ASEAN Corporate Bond Fund (Monthly Dividend) / (3-year periods) / Bond Asia Pacific HC (The First Prize)
  • MUAM Euro High Yield Bond Fund (EURJPY Covered Call) / (3-year periods) / Bond EUR High Yield (The First Prize))
  • Mitsubishi Hana-Koyomi / (3-year periods) / Bond Global JPY(The First Prize)
  • Indian Bond Open (1Y)/ (3-year periods) / Bond INR (The First Prize)
  • UFJ Partners NASDAQ Open A Course / (3-year periods) / Equity US (The First Prize)
  • Mitsubishi UFJ US Bank Loan Fund (USDJPY Covered Call) (Semi-annual Dividend) / (3-year periods) / Loan Participation Funds (The First Prize)
  • MUAM ASEAN Corporate Bond Fund (Monthly Dividend) / (5-year periods) / Bond Asia Pacific HC (The First Prize)
  • Kokusai Asia Pacific Sovereign Open (1M) / (5-year periods) / Bond Asia Pacific LC (The First Prize)
  • PIMCO Emerging Bond Open A (Currency Not Hedged) / (5-year periods) / Bond Emerging Markets Global HC (The First Prize)
  • Mitsubishi UFJ Hana-Koyomi(Annual Dividend Type) / (5-year periods) / Bond Global JPY (The First Prize)
  • Mitsubishi UFJ US Bank Loan Fund (USDJPY Covered Call) (Semi-annual Dividend) / (5-year periods) / Loan Participation Funds (The First Prize)
  • UFJ partners Australia bond fund (monthly income type) 《Yumemansai (Australian dollar type)》 / (10-year periods) / Bond AUD (The First Prize)
  • PIMCO Global High Income Monthly Dividend Fund / (10-year periods) / Bond Global JPY (The First Prize)
  • Kokusai World Short-Term Sovereign Open / (10-year periods) / Bond Global Short Term (The First Prize)

Disclaimer:
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.comAlthough Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.


R&I Fund Award 2021 Awarded to following funds

  • Investment Trusts 20-year Category / Japanese Equity Growth Fund (The First Prize)
    Mitsubishi/Mellon Global Innovation
  • Investment Trusts 10-year Category / Japanese Equity Growth Fund (The Second Prize)
    Mitsubishi/Mellon Global Innovation
  • Investment Trusts Category / Global Equity Core Fund (The First Prize)
    Kokusai Morgan Stanley Global Premium Stock Open Not Hedged
  • Investment Trusts Category / North American Equity Growth Fund (The First Prize)
    UFJ Partners NASDAQ Open B Course
  • Investment Trusts Category / Global Bond Fund (The First Prize)
    Mitsubishi Hana-Koyomi
    Mitsubishi UFJ Hana-Koyomi(Annual Dividend Type)
    Mitsubishi UFJ Developed Markets High Interest Bond Fund (Monthly Settlement)
  • Investment Trusts Category / Emerging Bond Multi-regional Fund (The First Prize)
    Global Emerging Bond Open
  • Investment Trusts Category / Japanese Equity Core Fund (The Second Prize)
    Kokusai J Equity
  • Investment Trusts Category / Technology related Global Equity Fund (The Second Prize)
    Cyber Security Equity Open(Unhedged)

Disclaimer:
The R&I Fund Award is presented to provide reference information based on the past data R&I believes to be reliable (however, its accuracy and completeness are not guaranteed by R&I) and is not intended to recommend the purchase, sale or holding of particular products or guarantee their future performance. The Award is not the Credit Rating Business, but one of the Other Lines of Business (businesses excluding Credit Rating Business and also excluding the Ancillary Businesses) as set forth in Article 299, paragraph (1), item (xxviii) of the Cabinet Office Ordinance on Financial Instruments Business, etc. With respect to such business, relevant laws and regulations require measures to be implemented so that activities pertaining to such business would not unreasonably affect the Credit Rating Activities. Intellectual property rights including copyright and all other rights in this Award are the sole property of R&I, and any unauthorized copying, reproduction and so forth are prohibited.


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