April 23, 2020

Excellence in the United Kingdom Fund Industry

by Refinitiv.

Refinitiv Lipper Fund Awards Winners: United  Kingdom 2020 

The Refinitiv Lipper Fund Award Winners have been announced for the United Kingdom fund industry.  The legacy, reputation and quantitative underpinning of what these awards encapsulate reflect a truly independent and uncompromised assessment of fund performance. We congratulate this year’s fund families receiving Asset Class Group awards for their superior firm-wide performance. 

  • The merit of the winners is based entirely on quantitative criteria.  
     
  • For more than 30 years and in over 17 countries worldwide, these awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance and focuses the investment world on top-funds
     
  • Read what winners say about the value these awardsmarket developments and conditions that challenged and contributed to their success. 

2020 United Kingdom Refinitiv Lipper Fund Awards Winners 

Winner   Group Award 
Royal London  Bond – Large  
Lord, Abbett & Co.  Bond – Small 
Baillie Gifford  Equity -Large 
Seilern Investment Management  Equity Small 
Liontrust  Mixed Assets – Large 
Verbatim Asset Management  Mixed Assets – Small 
Royal London  Overall – Large 

 

Individual classifications of three, five, and ten-year periods, as well as fund families with high average scores for the three-year period are also recognized.  The awards are based on Lipper’s proven proprietary methodology, which can be viewed here. 

View all winners here 

Media coverageInvestment Week  

Read this year’s winners press coverage by Investment Week   

A Message from Refinitiv Lipper 

Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv, said: “The winners of the 2020 Refinitiv Lipper Fund Awards should be justifiably proud of their achievement. Each has been able to consistently generate excellent risk-adjusted returns for their clients in often difficult and volatile markets.” 

“There are some 11,000 UK and cross-border funds from which UK investors can choose. A Refinitiv Lipper Fund Award winner represents those funds which stand out from a packed field.” 

Lipper data covers more than 330,000 share classes in 86 countries. The Lipper Leader ratings are available for mutual funds registered for sale in 47 markets with over 500 fund classifications. 

Please click here or the full list of winners 

Messages from Winners 

 

Winning the Refinitiv Lipper Award for Best Fund, Equity Sector Gold and Precious Metals, for the fourth year running means a lot to Baker Steel’s team, who have a combined investment experience of over 100 years in the mining sector. The recognition by Refinitiv highlights BAKERSTEEL Precious Metals Fund’s market-leading performance, and our team’s dedication to sound and disciplined investment principles. As a precious metals and mining industry specialist, this award represents the success in the key investment tenets of Baker Steel’s value-driven investment strategy. Baker Steel’s objective is to deliver superior risk-adjusted returns for our clients relative to our peers through active investment management. With the gold price in a recovery phase, backed by a supportive macroeconomic backdrop, we see a strong outlook for the precious metals sector. 

Mark Burridge, Managing Partner and Fund Manager, Baker Steel 

“We are thrilled that the Brown Advisory US Equity Growth Fund has been recognized as a leading fund in the US equity category. This Award is a testament to the strength and depth of our investment team and process. We are grateful to Refinitiv Lipper Fund Awards for this industry acknowledgement.”     

Logie Fitzwilliams, Head of International BusinessBrown Advisory 

“We continue to focus on the business models we own in a deep and fundamental way. Thanks to our superior stock-picking and focus on risk – taking a differentiated view to the benchmark – we have been able to outperform over long periods of time; which includes both the robust equity markets in 2019 and the volatility we have seen thus far in 2020. This concentrated portfolio of about 30 high quality growth companies is developed through our highly selective process driven by our own fundamental research – we take no shortcuts.” 

Ken Stuzin, Portfolio ManagerBrown Advisory US Equity Growth Fund 

 “These awards are an important validation of the expertise of our investment professionals, the discipline of our investment approach, and Lord Abbett’s long-standing heritage in fixed-income investing. This industry recognition also highlights what it means to be investment-led and investor-focused, demonstrating the power of our independent perspective, our commitment to active management, and our intelligent product design.” 

Douglas B. Sieg, Managing Partner ofLord Abbett 

 

“Each of our Lipper awards is a testament to Nordea Asset Management’s successful investment philosophy, process and performance. Recognition from an independent body based on objective criteria provides further validation of our investment approach. It is an honour to receive distinction for our team’s hard work and commitment to serving our clients” 

Christophe Girondel, Global Head of Institutional and Wholesale Distribution,Nordea Asset Management 

 

“First and foremost, we would like to thank Lipper Fund Awards for the awards. At Fidelity, winning awards like the Refinitiv Lipper Award means a lot. Our industry consists of many hard-working competitors that always try the hardest to earn returns for investors, so it is of course an honour to be awarded these prizes” 

 Fabio Riccelli and K.Rosenberg, Portfolio Managers of European Dynamic Growth,Fidelity 

 “We are extremely proud to be named as recipient of the Refinitiv Lipper Fund Awards 2020 in the Mixed Assets Small Company category. As Verbatim celebrates its ten-year anniversary this year, what better way to mark that milestone than with this prestigious award, which highlights our ongoing commitment to generating consistently strong risk adjusted returns for our clients. This award stands as testament to the superior governance and oversight our solutions receive from our independent Investment Committee, and the wealth of expertise our leading fund managers provide to our solutions.  

Neil Stevens, Joint CEO, SimplyBiz Group and Executive Chairman, Verbatim Asset Management 

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Disclaimer:
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. 

The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. 

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