LIPPER FUND AWARDS UNITED KINGDOM WINNER LIST Wednesday, 12 March 2014

Transcription

1 LIPPER FUND AWARDS 2014 UNITED KINGDOM WINNER LIST Wednesday, 12 March 2014 GROUP AWARD SIZE BEST GROUP COMPANY Bond Large 3 Years AXA Bond Small 3 Years Marlborough Equity Large 3 Years Cazenove Equity Small 3 Years Orbis Mixed Assets Large 3 Years Cazenove Mixed Assets Small 3 Years The Co-operative Overall Large 3 Years Franklin Templeton Investments Overall Small 3 Years Jyske Invest Absolute Return GBP High 3 Years City Financial UK Equity Income A Acc Loudwater Investment Partners Ltd 15 Absolute Return GBP Medium 3 Years SWIP UK Flexible Strategy A Acc Scottish Widows Investment Partnership Limited 12 Alternative Long/Short Equity UK 3 Years CF Odey Absolute Return RET GBP Odey Asset Management LLP 11 Bond Convertibles Global 3 Years TreeTop Convertible International A EUR TreeTop Asset Management SA 23 Bond Emerging Markets Global - Local Currency 3 Years Templeton Emerging Markets Bond A (Qdis) USD Franklin Advisers Inc 34 Bond Euro - Corporates 3 Years Henderson HF Euro Corporate Bond A2 Henderson Management SA 37 Bond Global 3 Years M&G Optimal Income A Inc M&G Investment Management Limited 127 Bond Global - High Yield 3 Years Invesco Perpetual High Yield Acc Invesco Asset Management Limited 40 Bond Pound Sterling 3 Years HSBC ISF MultiAlpha Sterling Bond A GBP HSBC Global Asset Management (UK) Ltd 60 Bond Pound Sterling - Corporates 3 Years Baillie Gifford Corporate Bond A Inc Baillie Gifford & Co Ltd 68 Bond Pound Sterling - High Yield 3 Years Baillie Gifford High Yield Bond A Inc Baillie Gifford & Co Ltd 14 Bond Pound Sterling - Inflation Linked 3 Years M&G Index-Linked Bond A Inc M&G Investment Management Limited 10 Equity Asia Pacific 3 Years Fidelity Funds - Pacific A-USD FIL Fund Management Ltd 23 Equity Asia Pacific Ex Japan 3 Years Prusik Asian Equity Income 1 B Prusik Investment Management LLP 132

2 Equity Emerging Markets Global 3 Years First State Gbl Emer Mkts Sustainability A GBP Acc First State Investment Management (UK) Limited 142 Equity Europe 3 Years Waverton European B EUR Waverton Investment Management Ltd 155 Equity Europe ex UK 3 Years Scottish Widows HIFML Euro Stratc 1 Old Mutual Global Investors (UK) Limited 89 Equity Europe Small and Mid Caps 3 Years F&C European Small Cap A EUR F&C Management Limited 49 Equity Global 3 Years Old Mutual Global Equity A Acc Old Mutual Global Investors (UK) Limited 375 Equity Global Income 3 Years Artemis Global Income R Inc Artemis Investment Management LLP 29 Equity Greater China 3 Years Invesco Perpetual Hong Kong & China Acc Invesco Asset Management Limited 33 Equity Japan 3 Years Legg Mason Japan Equity A Shiozumi Asset Management Co Ltd 99 Equity Sector Gold and Precious Metals 3 Years Invesco Gold & Precious Metals A Acc Invesco Advisers Inc 17 Equity Sector Information Technology 3 Years MFM Techinvest Technology Acc Techinvest Ltd 20 Equity Sector Natural Resources 3 Years Guinness Global Energy B Ret USD Guinness Asset Management Limited 39 Equity Sector Real Estate Holdings Global 3 Years JPM Global Property Securities A Acc JPMorgan Asset Management (UK) Limited 41 Equity UK 3 Years Invesco Perpetual UK Aggressive Acc Invesco Asset Management Limited 208 Equity UK Diversified 3 Years CF Stewart Ivory Investment Markets Inc Adam & Company Investment Management Ltd 15 Equity UK Income 3 Years Unicorn UK Income A Inc Unicorn Asset Management Limited 81 Equity UK Small and Mid Caps 3 Years Cazenove UK Smaller Companies B Acc Cazenove Investment Fund Management Limited 55 Equity US 3 Years VT De Lisle America B Acc GBP De Lisle Partners LLP 183 Equity US Small and Mid Caps 3 Years Janus US Venture Fund A USD Acc Janus Capital International Limited 33 Mixed Asset GBP Aggressive 3 Years Practical Investment Inc Consistent Unit Trust Management Co Ltd 135 Mixed Asset GBP Balanced 3 Years Polar Capital Financials Income A2 Retail Acc Polar Capital LLP 227 Mixed Asset GBP Conservative 3 Years Artemis High Income R Inc Artemis Investment Management LLP 54 Absolute Return EUR High 3 Years Morgan Stanley Diversified Alpha Plus A EUR Morgan Stanley Investment Management Ltd 12 Absolute Return EUR Low 3 Years Carmignac Capital Plus A EUR acc Carmignac Gestion SA 12 Absolute Return EUR Medium 3 Years Nordea 1 - Stable Return BP EUR Nordea Investment Management AB, Denmark 11 Absolute Return USD Medium 3 Years UBS (Lux) KSS-Dynamic Alpha (USD) P-acc UBS Global Asset Management (UK) Ltd 11 Bond Asia Pacific 3 Years BGF Asian Tiger Bond A2 USD BlackRock (Singapore) Limited 15 Bond Convertibles Europe 3 Years UBAM Convertibles Europe AC (EUR) Union Bancaire Gestion Institutionnelle SA 12 Bond Emerging Markets Global - Hard Currency 3 Years ING (L) Renta Fd EM Debt (HC) P Cap USD ING Asset Management BV 53 Bond Euro 3 Years Schroder ISF EURO Bond A Acc Schroder Investment Management Ltd 35 Bond Euro - High Yield 3 Years AllianceBernstein-Euro High Yield Pf A EUR AllianceBernstein LP 14 Bond Euro - Short Term 3 Years AXA WF Euro Credit Short Duration A C AXA Investment Managers Paris SA 14 Bond Europe 3 Years SWIP Strategic Bond A Acc Scottish Widows Investment Partnership Limited 11 Bond Europe - High Yield 3 Years M&G European High Yield Bond X Inc M&G Investment Management Limited 10 Bond Eurozone 3 Years Schroder ISF EURO Government Bond A Acc Schroder Investment Management Ltd 15 Bond Global - Corporates 3 Years St James's Place International Corporate Bond Acc Babson Capital Management LLC 21 Bond Global - Inflation Linked 3 Years Schroder ISF Glo Inflation Linked Bd A Acc Schroder Investment Management Ltd 12 Bond Swiss Franc 3 Years LO Funds - Swiss Franc Credit Bond (Fgn) (CHF) P A Lombard Odier & Cie 10 Bond US Dollar 3 Years Loomis Sayles Multisector Income Fund R/D (USD) Loomis Sayles & Company LP 39

3 Bond US Dollar - High Yield 3 Years UBAM Global High Yield Solution AC USD Union Bancaire Privee SA 24 Bond US Dollar - Short Term 3 Years BGF US Dollar Short Duration Bond A2 USD BlackRock Financial Management Inc 11 Commodity Blended 3 Years UBS (Lux) St S-Rogers Int Commodity Idx CHF P-acc UBS Global Asset Management (UK) Ltd 23 Equity China 3 Years ChinaAMC China Opportunities A USD Acc China Asset Management (Hong Kong) Limited 28 Equity Emerging Markets Europe 3 Years Schroder ISF Emerging Europe A Acc Schroder Investment Management Ltd 32 Equity Emerging Markets Latin America 3 Years Findlay Park Latin American USD Findlay Park Partners LLP 32 Equity Eurozone 3 Years Henderson HF Euroland A2 Henderson Management SA 40 Equity Germany 3 Years Baring German Growth Trust GBP Acc Baring Asset Management Limited 10 Equity Global Small and Mid Caps 3 Years AXA Rosenberg Global Small Cap Alpha B USD AXA Rosenberg Investment Management Ltd (UK) 15 Equity India 3 Years First State Indian Subcontinent I First State Investments (Hong Kong) Ltd 30 Equity Japan Small and Mid Caps 3 Years Baillie Gifford Japanese Smaller Companies A Acc Baillie Gifford & Co Ltd 17 Equity Korea 3 Years Schroder ISF Korean Equity A Acc Schroder Investment Management (Singapore) Ltd 12 Equity Russia 3 Years PARVEST Equity Russia C C EUR BNP Paribas Asset Management SAS 14 Equity Sector Banks and Other Financials 3 Years Guinness Global Money Managers B Guinness Asset Management Limited 14 Equity Sector Cyclical Consumer Goods and Services 3 Years Invesco Global Leisure A Invesco Advisers Inc 12 Equity Sector Pharmaceuticals and Health Care 3 Years JPM Global Healthcare A Acc USD JP Morgan Investment Management Inc 16 Mixed Asset EUR Balanced - Global 3 Years Jyske Invest Dynamic Strategy Jyske Invest Fund Management AS 16 Mixed Asset EUR Conservative - Global 3 Years Legg Mason Multi-Manager Conservative (Euro) A Acc Legg Mason Global Asset Allocation LLC 13 Mixed Asset EUR Flexible - Global 3 Years UBS (Lux) KSS-Global Allocation (EUR) P-acc UBS AG, UBS Global Asset Management 12 Mixed Asset USD Balanced - Global 3 Years Templeton Global Balanced A (Qdis) USD Franklin Advisers Inc 21 Absolute Return GBP High 5 Years City Financial UK Equity Income A Acc Loudwater Investment Partners Ltd 12 Bond Asia Pacific 5 Years Fidelity Funds - Asian High Yield A-ACC-USD FIL Fund Management Ltd 12 Bond Convertibles Europe 5 Years PARVEST Conv.Bond Europe Small Cap CC EUR BNP Paribas Asset Management SAS 11 Bond Convertibles Global 5 Years TreeTop Convertible International A EUR TreeTop Asset Management SA 16 Bond Emerging Markets Global - Hard Currency 5 Years ING (L) Renta Fd EM Debt (HC) P Cap USD ING Asset Management BV 34 Bond Emerging Markets Global - Local Currency 5 Years Templeton Emerging Markets Bond A (Qdis) USD Franklin Advisers Inc 26 Bond Euro 5 Years Fidelity Funds - Euro Bond A-EUR FIL Fund Management Ltd 30 Bond Euro - Corporates 5 Years Invesco Euro Corporate Bond A Acc Invesco Asset Management Limited 25 Bond Euro - High Yield 5 Years UBS (Lux) Bond Fd - Euro High Yield (EUR) P-acc UBS Global Asset Management (UK) Ltd 11 Bond Euro - Short Term 5 Years AXA WF Euro Credit Short Duration A C AXA Investment Managers Paris SA 11 Bond Eurozone 5 Years Schroder ISF EURO Government Bond A Acc Schroder Investment Management Ltd 12 Bond Global 5 Years M&G Optimal Income A Inc M&G Investment Management Limited 90 Bond Global - High Yield 5 Years Marlborough High Yield Fixed Interest Aberdeen Asset Management Limited 32 Bond Pound Sterling 5 Years Goldman Sachs Sterling Credit Pf Base GBP Goldman Sachs Asset Management International 50 Bond Pound Sterling - Corporates 5 Years Baillie Gifford Corporate Bond A Inc Baillie Gifford & Co Ltd 62 Bond Pound Sterling - High Yield 5 Years Baillie Gifford High Yield Bond A Inc Baillie Gifford & Co Ltd 14 Bond Swiss Franc 5 Years LO Funds - Swiss Franc Credit Bond (Fgn) (CHF) P A Lombard Odier & Cie 10 Bond US Dollar 5 Years Loomis Sayles Multisector Income Fund R/D (USD) Loomis Sayles & Company LP 39

4 Bond US Dollar - High Yield 5 Years Loomis Sayles High Income Fund R/A (EUR) Loomis Sayles & Company LP 17 Commodity Blended 5 Years UBS (Lux) St S-Rogers Int Commodity Idx CHF P-acc UBS Global Asset Management (UK) Ltd 13 Equity Asia Pacific 5 Years Fidelity Funds - Pacific A-USD FIL Fund Management Ltd 20 Equity Asia Pacific Ex Japan 5 Years First State Asia Pacific Sustainability A GBP Acc First State Investment Management (UK) Limited 114 Equity China 5 Years First State China Growth I Accumulation USD First State Investments (Hong Kong) Ltd 20 Equity Emerging Markets Europe 5 Years Schroder ISF Emerging Europe A Acc Schroder Investment Management Ltd 30 Equity Emerging Markets Global 5 Years Aberdeen Global - Emerging Mkts Sm Co A2 Acc USD Aberdeen Asset Managers Limited 108 Equity Emerging Markets Latin America 5 Years Findlay Park Latin American USD Findlay Park Partners LLP 24 Equity Europe 5 Years BSF European Opportunities Extension A2 EUR BlackRock Investment Management (UK) Limited 141 Equity Europe ex UK 5 Years Invesco Perpetual European Opportunities Acc Invesco Asset Management Limited 83 Equity Europe Small and Mid Caps 5 Years Invesco Continental European Small Cap Eq USD A Invesco Asset Management Limited 45 Equity Eurozone 5 Years Henderson HF Euroland A2 Henderson Management SA 37 Equity Global 5 Years Old Mutual Global Equity A Acc Old Mutual Global Investors (UK) Limited 315 Equity Global Income 5 Years M&G Global Dividend A GBP Inc M&G Investment Management Limited 17 Equity Global Small and Mid Caps 5 Years Goldman Sachs Glo SmCp CORE Eq Pf Base USD (Close) Goldman Sachs Asset Management International 12 Equity Greater China 5 Years First State Greater China Growth A GBP Acc First State Investment Management (UK) Limited 27 Equity India 5 Years First State Indian Subcontinent A GBP Acc First State Investment Management (UK) Limited 28 Equity Japan 5 Years Legg Mason Japan Equity A Shiozumi Asset Management Co Ltd 90 Equity Japan Small and Mid Caps 5 Years Baillie Gifford Japanese Smaller Companies A Acc Baillie Gifford & Co Ltd 17 Equity Korea 5 Years Baring Korea Trust GBP Acc Baring Asset Management Limited 11 Equity Russia 5 Years Raiffeisen-Russland-Aktien EUR R T Raiffeisen Kapitalanlage-Gesellschaft mbh 12 Equity Sector Banks and Other Financials 5 Years Robeco New World Financial Equities D EUR Robeco Institutional Asset Management BV 12 Equity Sector Cyclical Consumer Goods and Services 5 Years Robeco Global Consumer Trends Equities D EUR Robeco Institutional Asset Management BV 12 Equity Sector Gold and Precious Metals 5 Years Smith & Williamson Global Gold & Resources Inc Smith & Williamson Investment Management Ltd 12 Equity Sector Information Technology 5 Years MFM Techinvest Technology Acc Techinvest Ltd 18 Equity Sector Natural Resources 5 Years Franklin Natural Resources A (acc) USD Franklin Advisers Inc 32 Equity Sector Pharmaceuticals and Health Care 5 Years Janus Global Life Sciences Fd A USD Acc Janus Capital International Limited 14 Equity Sector Real Estate Holdings Global 5 Years First State Global Property Securities A GBP Acc First State Investment Management (UK) Limited 35 Equity UK 5 Years Cazenove UK Opportunities B Acc Cazenove Investment Fund Management Limited 193 Equity UK Diversified 5 Years CF Stewart Ivory Investment Markets Inc Adam & Company Investment Management Ltd 15 Equity UK Income 5 Years Unicorn UK Income A Inc Unicorn Asset Management Limited 69 Equity UK Small and Mid Caps 5 Years Cazenove UK Smaller Companies B Acc Cazenove Investment Fund Management Limited 54 Equity US 5 Years Wells Fargo (LUX) WW US All Cap Growth A USD Wells Fargo Funds Management LLC 163 Equity US Small and Mid Caps 5 Years Janus US Venture Fund A USD Acc Janus Capital International Limited 31 Mixed Asset EUR Balanced - Global 5 Years JPM Global Income A Div EUR JP Morgan Investment Management Inc 11 Mixed Asset GBP Aggressive 5 Years Practical Investment Inc Consistent Unit Trust Management Co Ltd 108 Mixed Asset GBP Balanced 5 Years Discovery Balanced A Acc GBP Cheviot Asset Management Ltd 151 Mixed Asset GBP Conservative 5 Years Artemis High Income R Inc Artemis Investment Management LLP 31

5 Mixed Asset USD Balanced - Global 5 Years Aviva Investors Global Balanced Income A Acc Aviva Investors Global Services Ltd 19 Bond Emerging Markets Global - Hard Currency 10 Years ING (L) Renta Fd EM Debt (HC) P Cap USD ING Asset Management BV 22 Bond Euro 10 Years Schroder ISF EURO Bond A Acc Schroder Investment Management Ltd 21 Bond Euro - Corporates 10 Years OYSTER European Corporate Bonds EUR Syz Asset Management SA 16 Bond Global 10 Years Templeton Global Total Return A (Mdis) USD Franklin Advisers Inc 52 Bond Global - High Yield 10 Years AllianceBernstein-Global High Yield Pf A USD AllianceBernstein LP 22 Bond Pound Sterling 10 Years Allianz Gilt Yield A Inc PIMCO Europe Ltd 36 Bond Pound Sterling - Corporates 10 Years M&G Corporate Bond A Inc M&G Investment Management Limited 49 Bond Swiss Franc 10 Years UBS (Lux) Bond Fund - CHF P-acc UBS AG, UBS Global Asset Management 10 Bond US Dollar 10 Years Amundi Fds Bond US Opp Core Plus - AU (C) TCW Investment Management Company Inc 31 Bond US Dollar - High Yield 10 Years Loomis Sayles High Income Fund R/A (EUR) Loomis Sayles & Company LP 11 Equity Asia Pacific 10 Years Invesco Perpetual Pacific Acc Invesco Asset Management Limited 16 Equity Asia Pacific Ex Japan 10 Years First State Asia Pacific A GBP Acc First State Investment Management (UK) Limited 62 Equity Emerging Markets Europe 10 Years Eastern European USD Inc Nevsky Capital LLP 23 Equity Emerging Markets Global 10 Years Skagen Kon-Tiki A Skagen AS 54 Equity Emerging Markets Latin America 10 Years Amundi Fds Equity Latin America - AU (C) Amundi SA 14 Equity Europe 10 Years Jupiter JGF European Opportunities L EUR Jupiter Asset Management Ltd 86 Equity Europe ex UK 10 Years BlackRock European Dynamic A Acc BlackRock Investment Management (UK) Limited 59 Equity Europe Small and Mid Caps 10 Years Baring Europe Select Trust GBP Inc Baring Asset Management Limited 31 Equity Eurozone 10 Years BGF Euro-Markets A2 EUR BlackRock Investment Management (UK) Limited 21 Equity Global 10 Years Skagen Global A Skagen AS 172 Equity Greater China 10 Years First State Greater China Growth A GBP Acc First State Investment Management (UK) Limited 20 Equity Japan 10 Years Baillie Gifford Japanese A Acc Baillie Gifford & Co Ltd 65 Equity Japan Small and Mid Caps 10 Years Henderson HF Japanese Smaller Companies A2 Henderson Management SA 15 Equity Sector Banks and Other Financials 10 Years Henderson Global Financials A GBP Acc Henderson Global Investors Ltd 10 Equity Sector Information Technology 10 Years Close FTSE TechMark Close Asset Management (UK) Ltd 17 Equity Sector Natural Resources 10 Years Invesco Energy A Invesco Advisers Inc 10 Equity UK 10 Years Cazenove UK Opportunities B Acc Cazenove Investment Fund Management Limited 141 Equity UK Income 10 Years Royal London UK Equity Income A Royal London Asset Management Ltd 51 Equity UK Small and Mid Caps 10 Years Old Mutual UK Smaller Companies Focus A GBP Inc Old Mutual Global Investors (UK) Limited 39 Equity US 10 Years Franklin US Opportunities A (acc) USD Franklin Advisers Inc 108 Equity US Small and Mid Caps 10 Years Schroder US Smaller Companies A Acc Schroder Investment Management North America Inc 20 Mixed Asset GBP Aggressive 10 Years Threadneedle Monthly Extra Income Ret Net Inc GBX Threadneedle Asset Management Limited 61 Mixed Asset GBP Balanced 10 Years Ecclesiastical Higher Income A Ecclesiastical Investment Management Ltd Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content, including by framing or similar means, is prohibited without the prior written consent of Thomson Reuters. Thomson Reuters and the Thomson Reuters logo are registered trademarks and trademarks of Thomson Reuters and its affiliated companies /04-14.