Nikko AM's range of specialist Asian equity, fixed income and ETF investment products have been singled out for distinction by consultants and financial media across the globe. We appreciate this recognition and strive to remain the leading Asia-based asset management company, by delivering consistent outperformance and high quality client service.

Morningstar Award
Lipper Fund Awards
Asian Investor Investment Performance Awards
ETF Express
AsianInvestor Awards — 2006, 2007, 2008, 2011, 2012, 2013, 2014, 2015
ETF Express Awards — 2010, 2011, 2013, 2014, 2015
Global Investor/isf Award for Investment Excellence — 2010
Lipper Fund Awards (Japan) — 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2013, 2014, 2015, 2016
Lipper Fund Awards (UK) — 2010
Morningstar "Fund of the Year" Awards — 2005, 2006, 2007, 2009, 2013, 2014, 2015
R&I Fund Award — 2007, 2008, 2009, 2010, 2011, 2013, 2014, 2014, 2015, 2016
TBLI ESG Leaders Awards — 2010

Our subsidiaries and affiliates have also been recognised through industry accolades.


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 "Best Fund of the Year 2015" in each divisions from open-end mutual fund based upon its unique quantitative and qualitative analysis. Awarded funds in the Asset Allocation-moderate Fund Division have been selected from 280 funds at the end of December 2015.

Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Users acknowledge that they have not relied upon any warranty, condition, guarantee, or representation made by Lipper. Any use of the data for analyzing, managing, or trading financial instruments is at the user's own risk. This is not an offer to buy or sell securities.

Asia Investor Achievement Awards
AsianInvestor ("AI") annual Awards for Achievement recognise fund houses that have demonstrated skill in institutional fund management, as well as all-round excellence among hedge funds, service providers and domestic businesses. Nominations are based purely on past performance. AI does however select winners on more qualitative factors so our awards reflect consistent skill. For the Annual awards, the methodology for AsianInvestor's Achievement Awards in institutional asset management involves two steps:

  • First: AI collects performance data from various consultants that is used to shortlist the top 3-4 candidates in each category. For one-year awards, AI looks at pure returns; for other awards, information ratios. AI picks the top three or four performers on that basis.
  • Step two: AI asks the candidates to pitch themselves and provide some areas (such as sources of alpha, strategy, team experience, innovation, testimonials, etc) to consider. After than it is purely an editorial decision, based on the pitches.

Firms that have demonstrated consistent performance in a particular asset class may have an edge and AI also values client testimonials highly.

R&I Fund Award
R&I Fund Award is based on the past data, and does not guarantee future performances of the fund. The Award is presented only to provide information that can be used as a reference, and it does not intend to encourage investors to buy, sell or hold the relevant fund. Furthermore, it has no relation with the qualitative information R&I provides to its clients. The Award is calculated by R&I based on information believed to be reliable, however, its accuracy and completeness are not necessarily guaranteed. The copyright and other related rights of this Award are the sole property of Rating and Investment Information, Inc. Copying, transfer, alteration, revision and/or addition of any part of or whole contents without prior written approval of R&I is strictly prohibited.