The millennial wealth gap
I was in a meeting this week when the subject of ‘millennials’ came up. And, shortly into the...
The annual Portfolio Adviser Fund Awards represent the views of respected, experienced industry experts and wealth managers. Winners are picked based on expected future potential, and this year the question posed was:
‘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?’
As per the previous year, FundCalibre’s Elite Funds had yet another strong showing, with nine of the nineteen award-winning funds Elite Rated.
Hermes Asia ex Japan – Asia Pacific ex-Japan Equity Award
Fundsmith Equity – Global Equity
Artemis Global Income – International Equity Income
Man GLG Japan CoreAlpha – Japan Equity
Threadneedle UK Equity Income (joint winner) – UK Equity Income
Schroder US Mid Cap (Joint winners) – US Equity
Kames Investment Grade Bond – Corporate Bond
Fidelity Strategic Bond – Strategic Bond
Henderson UK Absolute Return – Absolute Return
A further eleven Elite Rated funds were represented within Portfolio Adviser’s Gold category, which honours the runners-up within each sector.
Stewart Investors Asia Pacific Leaders – Asia Pacific ex-Japan Equity
Jupiter European – Europe ex-UK Equity
Rathbone Global Opportunities – Global Equity
Newton Global Income – International Equity Income
Baillie Gifford Japanese – Japan Equity
Investec UK Alpha (joint winner), Liontrust Special Situations (joint winner) – UK Equity
Polar Capital Global Insurance – Specialist Equity
Henderson UK Property (joint winner) – Property
Royal London Corporate Bond – Corporate Bond
Jupiter Strategic Bond – Strategic Bond
It has been a strong start to the year for FundCalibre. Last week, we announced our receipt of CFI.co’s Best Investment Fund Research UK Award 2016 only two years after our launch. And we will soon be adding investment trusts to our service, so watch this space! Make sure you’re signed up to our newsletter to keep up-to-date on our exciting new offerings.