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Having been pipped to the post in 2021, Morgan Stanley has reclaimed the top spot in FundCalibre’s Fund Management Equity Index 2022*.
Each year, FundCalibre’s research team identifies the asset management companies that have the most consistently strong stock-picking teams. Looking back over the past five years, the analysis shows which companies have demonstrated they can add value for their equity investors year in, year out.
The result is the annual Fund Management Equity Index and the award for the ‘Elite Providers for Equities’ – and Morgan Stanley has now claimed first position in four out of eight annual reports.
Having claimed the top spot for three consecutive years, Morgan Stanley was pushed into second place last year by Baillie Gifford. However, in 2021, the company’s equity franchise staged a comeback. Its average fund returned 44.63% more than its peers over the five years to 31 December 2021.
FSSA, Marlborough, Brown Advisory, Liontrust, Matthews Asia, T. Rowe Price, Nordea and Allianz made up the remainder of the top ten slots.
|Rank 2021||Rank 2020||Fund group||5 yr. ave. outperformance||% of funds outperforming||Average OCF||No. of funds|
|8||4||T. Rowe Price||22.90%||88%||0.92%||16|