PA Fund Awards winners revealed

Future performance expectations key to success with Man GLG, Fidelity and M&G among the winners

Portfolio Adviser has revealed the winners of its annual Fund Awards for 2019 with Baillie Gifford taking the Readers’ Choice award and Liontrust walking away with the inaugural ESG honour.

Awards were given out across 19 categories during a gala lunch on Thursday attended by the great and the good of the industry held at the prestigious Rosewood Hotel in London.

PA editor Sebastian Cheek handed platinum and gold awards to funds and asset managers chosen by a 20-strong judging panel comprising the UK’s top professional fund buyers.

Methodology

Unlike other awards that are backward looking, the PA Fund Awards is not based on funds’ past performance or those that tend to frequent buy lists. Instead it recognises the funds that the judges would be happy to put their clients’ money with looking forward over a three-year horizon.

Judges were asked to choose three funds in each category based on a simple question: For a brand-new client with cash to invest, looking ahead with an investment horizon of at least three years, what are your top-three fund recommendations in each category?

Once the winners were collated, Morningstar, led by CIO Dan Kemp, conducted due diligence on each fund.

In addition to the asset class categories, this year for the first time PA handed out an award for best ESG fund management group. The readers’ choice award was presented by Geoff Mills, founder and director at RSMR, which sponsored the event.

The PA Award winners for 2019 are:

CategoryGoldPlatinum
Asia Pacific ex Japan EquityFirst State Asia FocusInvesco Asian UK
European EquityJupiter EuropeanBlackrock European Dynamic
US EquityMerian North American EquityArtemis US Extended Alpha
Emerging market equityLazard Emerging MarketsFidelity Institutional Emerging Markets
Global EquityArtemis Global SelectFidelity Global Special Sits
Japan EquityBaillie Gifford JapaneseMan GLG Japan CoreAlpha
UK EquityLiontrust Special SituationsMan GLG Undervalued Assets
UK Equity IncomeMan GLG UK Income Retail / Schroder IncomeThreadneedle UK Equity Alpha
UK Smaller CompaniesLiontrust UK Smaller CompaniesMerian UK Smaller Companies
International smaller companiesGoldman Sachs Global Small Cap CORE EquitySLI Global Smaller Companies
International Equity IncomeGuinness Global Equity IncomeArtemis Global Income
Emerging market fixed incomeAshmore Sicav Emerging Markets Short DurationM&G Emerging Markets Bond
Developed market fixed incomeLegg Mason Brandywine Global Fixed IncomeM&G Global Macro Bond
UK fixed incomeBlackrock Corporate BondRoyal London Corporate Bond
Unconstrained fixed incomeJupiter Startegic BondMI Twenty Four AM Dynamic Bond
PropertyJanus Henderson UK Property PaifL&G UK Property
Absolute returnIFSL Brooks Macdonald Defensive CapitalJupiter Absolute Return
ESG fund management groupImpax Asset ManagementLiontrust
Readers’ choiceBaillie Gifford

 

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