- Vanguard was founded upon the idea that an investment company should manage its funds solely in the interests of its clients.
- At the Morningstar Awards for Investing Excellence in the UK, Vanguard received the prize for Best Asset Manager – a prize that we believe reflects our core purpose.
- The award recognises asset managers that have served investors well over the long term and which Morningstar thinks will be able to deliver strong risk-adjusted returns over time.
A resolute focus on serving the interests of investors
We are pleased to announce that Vanguard has won Best Asset Manager at the Morningstar Awards for Investing Excellence in the UK.
According to Morningstar:
“The objective of the Morningstar Awards for Investing Excellence program is to recognise funds and asset managers that have not only delivered strong risk-adjusted returns in the past but are also deemed capable of serving investors well going forward.”
More specifically, the Morningstar Asset Manager Awards are described as follows:
“These awards are given to the asset managers that have strong-performing fund line-ups on a risk-adjusted basis. These awards also strive to highlight asset managers that show a resolute focus on serving the interests of investors. These firms tend to operate within their circle of competence, do a good job of aligning manager interests with those of investors in their funds, charge reasonable fees, and treat investors' capital as if it were their own.”
A full description of the awards is available on the Morningstar website.
What makes Vanguard different?
Vanguard was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients. We have stood for low-cost, uncomplicated investing ever since.
We want to provide investment funds that help investors achieve their goals and let them keep as much as possible of their returns. As we see it, that aligns our purpose with their investment success.
Over the decades, Vanguard has grown to become one of the world’s largest investment management companies, with a presence in Europe, Asia, Australia and the Americas. Today, Vanguard is trusted by more than 50 million investors globally, with $8.6 trillion in assets under management1.
We invite you to learn more about what sets Vanguard apart.
Low cost, uncomplicated investing
Investors can’t control the markets, but they can control the costs of investing. Every pound or euro paid in fees is a pound or euro less of potential return.
Vanguard's scale and ownership structure help us to keep costs low2. With no shareholders to please, we can return our profits to investors through lower costs. As we gain more investors, and our assets under management grow, we can reduce expense ratios further for our investors.
Active and index investing expertise
The Vanguard Group established the world's first index mutual fund for individual investors in 1976. We were first to offer funds tracking bond or international indices, and have been a leader in low-cost index investing ever since. Over the last decade we have extended our index management expertise to exchange-traded funds (ETFs), where we are now one of the world's largest providers.
But Vanguard is not only an expert in index funds. Vanguard has a deep history of active management, having managed active funds since our beginning in 1975. With $1.6 trillion3 in active assets under management (as at 31 December 2023), we are also one of the largest active managers in the world.
Introducing Vanguard 365: Demonstrating our ongoing commitment to advisers
Vanguard 365 is our brand new CPD education platform, bringing you all of Vanguard’s global expertise in bitesize 30-minute accredited modules available to you – anytime, anywhere.
This new platform offers insights, tools, events, client-facing resources and much more, across the five core pillars you told us matter most to you.
Through Vanguard 365, we aim to not only act as a helping hand for advisers in supporting their clients and their professional development, but also to help explain and advocate for the value of advice itself. It’s our long-term commitment to deliver value to you, and your clients too.
To learn more, please visit Vanguard 365.
1 Source: Vanguard, as at 31 December 2023.
2 The Vanguard Group Inc. (VGI) is owned by Vanguard’s US-domiciled mutual funds and ETFs, rather than being publicly traded or owned by a small group of individuals. Those funds, in turn, are owned by their investors. While VGI’s ownership structure can’t be replicated outside of the US (due to regulatory restrictions), we believe that this unique mutual structure aligns Vanguard’s interests with those of our investors globally.
3 Source: Vanguard, as at 31 December 2023.
Investment risk information
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
Important information
This is directed at professional investors and should not be distributed to, or relied upon by retail investors.
This is designed for use by, and is directed only at persons resident in the UK.
The information contained herein is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information does not constitute legal, tax, or investment advice. You must not, therefore, rely on it when making any investment decisions.
The information contained herein is for educational purposes only and is not a recommendation or solicitation to buy or sell investments.
Issued by Vanguard Asset Management Limited, which is authorised and regulated in the UK by the Financial Conduct Authority.
© 2024 Vanguard Asset Management Limited. All rights reserved.
