LIPPER FUND AWARDS 2015 UK WINNER LIST

Transcription

1 LIPPER FUND AWARDS 2015 UK WINNER LIST GROUP AWARD SIZE COMPANY Bond Large Legal & General Bond Small T Rowe Price Equity Large Robeco Equity Small River and Mercantile Mixed Assets Large Legg Mason Mixed Assets Small Ecclesiastical Overall Large Invesco LIPPER GLOBAL CLASSIFICATION BEST FUND FUND NAME COMPANY FUND COUNT Bond Global 3 Years PFS TwentyFour Dynamic Bond A Ret Acc TwentyFour Asset Management LLP 118 Bond Global High Yield 3 Years Kames High Yield Global Bond B Inc USD Kames Capital plc 42 Bond Pound Sterling 3 Years Henderson Preference & Bond A Net Inc Henderson Global Investors Ltd 38 Bond Pound Sterling Corporates 3 Years St James's Place Corporate Bond Acc Invesco Asset Management Limited 42 Bond Pound Sterling Government 3 Years Russell UK Long Dated Gilt A Acc GBP Russell Investments Limited 19 Bond Pound Sterling High Yield 3 Years Invesco Perpetual High Yield Acc Invesco Asset Management Limited 11 Equity Asia Pacific Ex Japan 3 Years Prusik Asian Equity Income 1 B Prusik Investment Management LLP 125 Equity Emerging Markets Global 3 Years Fidelity FAST Emerging Markets A-ACC-USD FIL Fund Management Ltd 135 Equity Europe ex UK 3 Years Scottish Widows HIFML Euro Stratc 1 Old Mutual Global Investors (UK) Limited 67 Equity Europe Small and Mid Caps 3 Years Alken Fund Small Cap Europe-R Alken Asset Management LLP 52 Equity Global 3 Years Allianz Global Intellectual Capital-A-EUR Allianz Global Investors US LLC 351 Equity Global Income 3 Years Invesco Perpetual Global Equity Income Acc Invesco Asset Management Limited 29

2 Equity Japan 3 Years Schroder ISF Japanese Opportunities A Acc Schroder Investment Management (Japan) Ltd 95 Equity UK 3 Years Schroder Recovery A Inc Schroder Investment Management Ltd 169 Equity UK Income 3 Years Unicorn UK Income A Inc Unicorn Asset Management Limited 64 Equity UK Small and Mid Caps 3 Years River and Mercantile UK Equity Smaller Companies A River and Mercantile Asset Management LLP 44 Equity US 3 Years Legg Mason Opportunity A Dis A USD Legg Mason Investments (Europe) Limited 168 Mixed Asset GBP Aggressive 3 Years Threadneedle Monthly Extra Income Ret Net Inc GBX Threadneedle Asset Management Limited 91 Mixed Asset GBP Balanced 3 Years Polar Capital Income Opportunities A2 Ret Acc Polar Capital LLP 165 Mixed Asset GBP Conservative 3 Years AXA Framlington Managed Income R Acc Net AXA Investment Managers UK Ltd 40 Absolute Return EUR Low 3 Years Carmignac Pfl Capital Plus A EUR acc Carmignac Gestion Luxembourg SA 13 Absolute Return EUR Medium 3 Years Nordea 1 Stable Return BP EUR Nordea Investment Management AB, Denmark 10 Alternative Credit Focus 3 Years GAM Star Credit Opportunities (GBP) GBP Inc GAM International Management Limited 10 Alternative Global Macro 3 Years H2O Vivace R H2O AM LLP 11 Bond Convertibles Europe 3 Years UBAM Convertibles Europe AC (EUR) Union Bancaire Gestion Institutionnelle SA 14 Bond Convertibles Global 3 Years TreeTop Convertible International A EUR TreeTop Asset Management SA 26 Bond Emerging Markets Global Corporates 3 Years Invesco Em Mkt Corporate Bond A Acc USD Invesco Advisers Inc 16 Bond Emerging Markets Global Hard Currency 3 Years WIP Emerging Markets Fixed Income Fund A USD Prudential Investment Management, Inc 50 Bond Emerging Markets Global Local Currency 3 Years Templeton Emerging Markets Bond A (Qdis) USD Franklin Advisers Inc 35 Bond EMU Government 3 Years Schroder ISF EURO Government Bond A Acc Schroder Investment Management Ltd 15 Bond Euro 3 Years Schroder ISF EURO Bond A Acc Schroder Investment Management Ltd 33 Bond Euro Corporates 3 Years OYSTER European Corporate Bonds EUR Banca Albertini Syz & C. S.p.A. 42 Bond Euro High Yield 3 Years AllianceBernstein-Euro High Yield Pf A EUR AllianceBernstein LP 17 Bond Euro Inflation Linked 3 Years Amundi Fds Bond Euro Inflation - AE (C) Amundi London Branch 11 Bond Euro Short Term 3 Years Invesco Euro Short Term Bond A Acc EUR Invesco Asset Management Limited 14 Bond Europe 3 Years Amundi Fds Bond Europe AE (C) Amundi London Branch 11 Bond Europe High Yield 3 Years AXA Pan European High Yield Bond R Acc Net AXA Investment Managers UK Ltd 11 Bond Global Corporates 3 Years St James's Place International Corporate Bond Acc Babson Capital Europe Limited 21 Bond Global Euro Hedged 3 Years Russell Global Bond (Euro Hedged) B Acc EUR Russell Investments Limited 11 Bond Global Inflation Linked 3 Years HSBC GIF Global Inflation Linked Bond AC USD HSBC Global Asset Management (France) SA 11 Bond US Dollar 3 Years Loomis Sayles Multisector Income Fund R/A (EUR) Loomis Sayles & Company LP 31 Bond US Dollar High Yield 3 Years UBAM Global High Yield Solution AC USD Union Bancaire Privee SA 25 Bond US Dollar Short Term 3 Years BGF US Dollar Short Duration Bond A2 USD BlackRock Financial Management Inc 10 Commodity Blended 3 Years BofAML MLCX Commodity Alpha 5 EUR C Acc Merrill Lynch International 21 Equity Asia Pacific 3 Years Fidelity Funds Pacific A-USD FIL Fund Management Ltd 20 Equity Asia Pacific Small and Mid Caps 3 Years Pinebridge Global Funds Asia ex Japan SmCp Eq A PineBridge Investments Asia Limited 12 Equity China 3 Years UBS (Lux) Eq Fd China Opportunity (USD) P-acc UBS Global Asset Management (Hong Kong) Limited 26 Equity Emerging Markets Europe 3 Years Trigon New Europe Fund A Unit AS Trigon Funds 31 Equity Emerging Markets Latin America 3 Years Findlay Park Latin American USD Findlay Park Partners LLP 34

3 Equity Europe 3 Years Waverton European B EUR Waverton Investment Management Ltd 140 Equity Europe Income 3 Years Invesco Perpetual European Eq Income Acc Invesco Asset Management Limited 22 Equity Eurozone 3 Years Henderson HF Euroland A2 Henderson Global Investors Ltd 41 Equity Global Small and Mid Caps 3 Years Mercer Global Small Cap Equity M-3 GBP Mercer Global Investments Europe Limited 16 Equity Greater China 3 Years Invesco Perpetual Hong Kong & China Acc Invesco Asset Management Limited 32 Equity India 3 Years First State Indian Subcontinent I Acc USD First State Investments (Hong Kong) Ltd 32 Equity Japan Small and Mid Caps 3 Years M&G Japan Smaller Companies A Inc Eastspring Investments (Singapore) Ltd 14 Equity Korea 3 Years Templeton Korea A (acc) USD Templeton Asset Management Ltd 12 Equity Russia 3 Years PARVEST Equity Russia Opportunities C C USD Alfred Berg Kapitalforvaltning AB 15 Equity Sector Consumer Discretionary 3 Years Invesco Global Leisure A Acc USD Invesco Advisers Inc 12 Equity Sector Energy 3 Years Threadneedle (Lux)-Global Energy Equities AU Columbia Management Inv Advisers LLC 22 Equity Sector Financials 3 Years Guinness Global Money Managers B Guinness Asset Management Limited 15 Equity Sector Gold and Precious Metals 3 Years Investec GSF Global Gold A Acc Gross Investec Asset Management Ltd 12 Equity Sector Health Care 3 Years Janus Global Life Sciences Fd A USD Acc Janus Capital International Limited 16 Equity Sector Information Technology 3 Years Pictet-Digital Communication-P USD Pictet Asset Management SA 25 Equity Sector Real Estate Holdings Global 3 Years Third Avenue (Dub) Real Estate A1 USD Acc Third Avenue Management LLC 36 Equity US Small and Mid Caps 3 Years T Rowe US Smaller Companies Equity A USD T. Rowe Price International Ltd 32 Mixed Asset EUR Balanced Global 3 Years Legg Mason Multi-Manager Performance (Euro) A Acc Legg Mason Global Asset Allocation LLC 19 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 13 Mixed Asset USD Aggressive 3 Years Capital Group Gl Abs Inc Grower (LUX) B USD Capital International Sarl 10 Mixed Asset USD Balanced Global 3 Years Legg Mason Multi-Manager Performance (USD) A Acc Legg Mason Global Asset Allocation LLC 23 Mixed Asset USD Flexible Global 3 Years UBS (Lux) KSS-Global Allocation (USD) P-acc UBS AG, UBS Global Asset Management 10 Bond Convertibles Europe 5 Years Amundi Fds Convertible Europe AE (C) Amundi SA 12 Bond Convertibles Global 5 Years TreeTop Convertible International A EUR TreeTop Asset Management SA 23 Bond Emerging Markets Global Hard Currency 5 Years ING (L) Renta Fd EM Debt (HC) P Cap USD ING Asset Management BV 38 Bond Emerging Markets Global Local Currency 5 Years Templeton Emerging Markets Bond A (Qdis) USD Franklin Advisers Inc 25 Bond EMU Government 5 Years Schroder ISF EURO Government Bond A Acc Schroder Investment Management Ltd 12 Bond Euro 5 Years Schroder ISF EURO Bond A Acc Schroder Investment Management Ltd 29 Bond Euro Corporates 5 Years Invesco Euro Corporate Bond A Acc EUR Invesco Asset Management Limited 31 Bond Euro High Yield 5 Years Candriam Bonds Euro High Yield C Cap Candriam France SA 12 Bond Euro Short Term 5 Years AXA WF Euro Credit Short Duration A C AXA Investment Managers Paris SA 12 Bond Europe 5 Years Invesco European Bond A Acc EUR Invesco Asset Management Limited 11 Bond Europe High Yield 5 Years AXA Pan European High Yield Bond R Acc Net AXA Investment Managers UK Ltd 10 Bond Global 5 Years Artemis Strategic Bond QR Acc Artemis Investment Management LLP 89 Bond Global Corporates 5 Years Invesco Global Inv Grade Corp Bd A Ann Dist USD Invesco Asset Management Limited 10 Bond Global Euro Hedged 5 Years Russell Global Bond (Euro Hedged) B Acc EUR Russell Investments Limited 11 Bond Global High Yield 5 Years AXA Global High Income R Acc Net AXA Investment Managers UK Ltd 31

4 Bond Pound Sterling 5 Years Jyske Invest British Bonds Jyske Invest Fund Management AS 30 Bond Pound Sterling Corporates 5 Years Rathbone Ethical Bond Acc Rathbone Unit Trust Management Limited 40 Bond Pound Sterling Government 5 Years Russell UK Long Dated Gilt A Acc GBP Russell Investments Limited 17 Bond Pound Sterling High Yield 5 Years Invesco Perpetual High Yield Acc Invesco Asset Management Limited 11 Bond US Dollar 5 Years Loomis Sayles Multisector Income Fund R/A (EUR) Loomis Sayles & Company LP 31 Bond US Dollar High Yield 5 Years Loomis Sayles High Income Fund R/A (EUR) Loomis Sayles & Company LP 16 Commodity Blended 5 Years Julius Baer Commodity Fund (USD) B Swiss & Global Asset Management AG 16 Equity Asia Pacific 5 Years Fidelity Funds Pacific A-USD FIL Fund Management Ltd 18 Equity Asia Pacific Ex Japan 5 Years First State Asia Pacific Sustainability A GBP Acc First State Investment Management (UK) Limited 105 Equity Asia Pacific Small and Mid Caps 5 Years Manulife Global Fd-Asian Small Cap Equity AA Manulife Asset Management (Hong Kong) Limited 10 Equity China 5 Years Threadneedle China Opportunities Ret Net Acc EUR Threadneedle Asset Management Limited 21 Equity Emerging Markets Europe 5 Years Trigon New Europe Fund A Unit AS Trigon Funds 30 Equity Emerging Markets Global 5 Years First State Gbl Emer Mkts Sustainability A GBP Acc First State Investment Management (UK) Limited 99 Equity Emerging Markets Latin America 5 Years Findlay Park Latin American USD Findlay Park Partners LLP 28 Equity Europe 5 Years BSF European Opportunities Extension A2 EUR BlackRock Investment Management (UK) Limited 127 Equity Europe ex UK 5 Years Scottish Widows HIFML Euro Stratc 1 Old Mutual Global Investors (UK) Limited 66 Equity Europe Income 5 Years Invesco Perpetual European Eq Income Acc Invesco Asset Management Limited 15 Equity Europe Small and Mid Caps 5 Years F&C European Small Cap A Inc EUR F&C Management Limited 49 Equity Eurozone 5 Years Henderson HF Euroland A2 Henderson Global Investors Ltd 35 Equity Global 5 Years Artemis Global Growth R Acc Artemis Investment Management LLP 302 Equity Global Income 5 Years Invesco Perpetual Global Equity Income Acc Invesco Asset 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 Allianz Greater China Dynamic AT-USD RCM Asia Pacific Limited 27 Equity India 5 Years First State Indian Subcontinent I Acc USD First State Investments (Hong Kong) Ltd 25 Equity Japan 5 Years Schroder ISF Japanese Opportunities A Acc Schroder Investment Management (Japan) Ltd 86 Equity Japan Small and Mid Caps 5 Years M&G Japan Smaller Companies A Inc Eastspring Investments (Singapore) Ltd 14 Equity Korea 5 Years Invesco Korean Equity A Ann Dist USD Invesco Hong Kong Limited 12 Equity Russia 5 Years PARVEST Equity Russia Opportunities C C USD Alfred Berg Kapitalforvaltning AB 11 Equity Sector Consumer Discretionary 5 Years PARVEST Equity Wld Consumer Durables Class Cap BNP Paribas Asset Management Inc 12 Equity Sector Energy 5 Years AXA WF Framlington Junior Energy AC USD AXA Investment Managers Paris SA 17 Equity Sector Financials 5 Years Fidelity Funds Global Financial Serv A-EUR FIL Fund Management Ltd 12 Equity Sector Gold and Precious Metals 5 Years Smith & Williamson Global Gold & Resources A Inc Smith & Williamson Investment Management Ltd 10 Equity Sector Health Care 5 Years JPM Global Healthcare A Acc USD JP Morgan Investment Management Inc 15 Equity Sector Information Technology 5 Years Pictet-Digital Communication-P USD Pictet Asset Management SA 22 Equity Sector Real Estate Holdings Global 5 Years JPM Global Property Securities A Acc JPMorgan Asset Management (UK) Limited 31 Equity UK 5 Years Ecclesiastical UK Equity Growth A Ecclesiastical Investment Management Ltd 156 Equity UK Income 5 Years Unicorn UK Income A Inc Unicorn Asset Management Limited 56 Equity UK Small and Mid Caps 5 Years River and Mercantile UK Equity Smaller Companies A River and Mercantile Asset Management LLP 39

5 Equity US 5 Years Legg Mason ClearBridge US Aggr Growth A Dis A USD Legg Mason Investments (Europe) Limited 152 Equity US Small and Mid Caps 5 Years Janus US Venture Fund A USD Acc Janus Capital International Limited 30 Mixed Asset EUR Balanced Global 5 Years Jyske Invest Dynamic Strategy Jyske Invest Fund Management AS 14 Mixed Asset EUR Conservative Global 5 Years Jyske Invest Stable Strategy Jyske Invest Fund Management AS 10 Mixed Asset GBP Aggressive 5 Years Threadneedle Monthly Extra Income Ret Net Inc GBX Threadneedle Asset Management Limited 78 Mixed Asset GBP Balanced 5 Years Polar Capital Income Opportunities A2 Ret Acc Polar Capital LLP 124 Mixed Asset GBP Conservative 5 Years AXA Framlington Managed Income R Acc Net AXA Investment Managers UK Ltd 26 Mixed Asset USD Balanced Global 5 Years Legg Mason Multi-Manager Performance (USD) A Acc Legg Mason Global Asset Allocation LLC 20 Bond Convertibles Global 10 Years F&C Global Convertible Bond A Inc EUR F&C Management Limited 12 Bond Emerging Markets Global Hard Currency 10 Years ING (L) Renta Fd EM Debt (HC) P Cap USD ING Asset Management BV 26 Bond Euro 10 Years Schroder ISF EURO Bond A Acc Schroder Investment Management Ltd 22 Bond Euro Corporates 10 Years OYSTER European Corporate Bonds EUR Banca Albertini Syz & C. S.p.A. 17 Bond Euro High Yield 10 Years UBS (Lux) Bond Fd Euro High Yield (EUR) P-acc UBS Global Asset Management (UK) Ltd 11 Bond Global 10 Years Templeton Global Total Return A (Mdis) USD Franklin Advisers Inc 55 Bond Global High Yield 10 Years AllianceBernstein Global High Yield Pf A USD AllianceBernstein LP 23 Bond Pound Sterling 10 Years Jyske Invest British Bonds Jyske Invest Fund Management AS 20 Bond Pound Sterling Corporates 10 Years M&G Strategic Corporate Bond A Inc M&G Investment Management Limited 33 Bond Pound Sterling Government 10 Years Russell UK Long Dated Gilt A Acc GBP Russell Investments Limited 13 Bond US Dollar 10 Years Amundi Fds Bond US Opp Core Plus AU (C) TCW Investment Management Company Inc 23 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 14 Equity Asia Pacific Ex Japan 10 Years Fidelity Funds Asian Special Sits A-USD FIL Fund Management Ltd 58 Equity Emerging Markets Europe 10 Years Eastern European A USD Inc F&C Management Limited 23 Equity Emerging Markets Global 10 Years SKAGEN Kon-Tiki A NOK Skagen AS 52 Equity Emerging Markets Latin America 10 Years Amundi Fds Equity Latin America AU (C) Amundi SA 15 Equity Europe 10 Years Invesco Pan European Structured Eqty A Acc EUR Invesco Asset Management Deutschland GmbH 91 Equity Europe ex UK 10 Years JPM Europe Dynamic ex-uk A Acc JPMorgan Asset Management (UK) Limited 49 Equity Europe Small and Mid Caps 10 Years Baring Europe Select Trust GBP Inc Baring Asset Management Limited 34 Equity Eurozone 10 Years BGF Euro-Markets A2 EUR BlackRock Investment Management (UK) Limited 21 Equity Global 10 Years SKAGEN Global A NOK Skagen AS 166 Equity Greater China 10 Years Invesco Greater China Equity A Acc USD Invesco Hong Kong Limited 19 Equity Japan 10 Years Orbis SICAV Japan Equity JPY Orbis Investment Management Ltd 62 Equity Japan Small and Mid Caps 10 Years Henderson HF Japanese Smaller Companies A2 Henderson Global Investors Ltd 12 Equity Sector Financials 10 Years Henderson Global Financials A GBP Acc Henderson Global Investors Ltd 11 Equity Sector Health Care 10 Years Janus Global Life Sciences Fd A USD Acc Janus Capital International Limited 11 Equity Sector Information Technology 10 Years Janus Global Technology Fd A USD Acc Janus Capital International Limited 18 Equity UK 10 Years Majedie UK Focus A Acc Majedie Asset Management 115 Equity UK Income 10 Years Unicorn UK Income A Inc Unicorn Asset Management Limited 36

6 Equity UK Small and Mid Caps 10 Years Schroder UK Dynamic Smaller Companies A Acc Schroder Investment Management Ltd 29 Equity US 10 Years Alger SICAV-The Alger American Asset Growth A Fred Alger Management Inc 102 Equity US Small and Mid Caps 10 Years Threadneedle American Smaller Cos Ret Net Acc GBX Threadneedle Asset Management Limited 20 Mixed Asset GBP Aggressive 10 Years Threadneedle Monthly Extra Income Ret Net Inc GBX Threadneedle Asset Management Limited 43 Mixed Asset GBP Balanced 10 Years Standard Life Wealth Glbl Blncd Retail Inc Standard Life Wealth Limited 31 Mixed Asset GBP Conservative 10 Years Invesco Perpetual Monthly Income Plus Inc Invesco Asset Management Limited 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. S019293/02-15.