Methodology

The awards will be judged using a combination of quantitative and qualitative basis using independent performance data from Morningstar, FE and Lipper, and analysis by a judging panel of leading fund analysts and researchers.

Boutique and specialist active groups and Passive Asset managers will be invited to nominate themselves for categories and will be required to complete a short questionnaire which will focus on the investing culture of the groups.

They can nominate funds in the individual categories, and these nominations will be considered by the panel, to see if they are appropriate. Funds must have a minimum track record of 1 year by the 30th June 2017, although the judges will greater weight to funds with a minimum of a 3 year track record by 30th June 2017. Funds which make the final shortlists will be subjected to a statistical analysis looking for consistency of returns, before final consideration by the judging panel.

Contact: Lawrence Gosling, Group Editorial Director, Incisive Media

 

2017 Judges

Chair: Lawrence Gosling, Group Editorial Director, Incisive Media
Ian Crispo, Investment Director, Deustche
James de Bunsen, Co-manager of Henderson Alternative Strategies Trust
Nathan Sweeney, Co-Manager, Architas
Ben Willis, Investment Manager/Head of Research, Whitechurch Securities
Haig Bathgate, CIO, Tcam
Hortense Bioy, Director of Passive Fund Research, Europe, Morningstar
Justin Onuekwusi, Fund Manager, Legal & General Investment Management
Dan Kemp, Chief Investment Officer, Morningstar