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Upcoming awards to reward excellence in both active and passive funds
Thursday 09 Aug 2018 Author: Tom Sieber

After a successful first year the second iteration AJ Bell’s Fund and Investment Trust (FIT) awards opens up to voting this month. And in 2018 there is a twist as there will be active and passive winning funds for all but one of the categories.

And while past performance is not a guide to the future, for the most part the 2017 winners have continued to display their credentials in 2018 as demonstrated by the one-year and three-year annualised performance shown in the table.

HOW YOU CAN VOTE

To have your say on the funds which could follow them this year head to fitawards.ajbell.co.uk, you have until 31 August to make your voice heard. By voting you are entered into a prize draw for a seven-course meal for two at the three Michelin starred Restaurant Gordon Ramsey.

The FIT awards, sponsored by Invesco, Pictet Asset Management and UBS, cover 15 categories.  To make the voting process accessible to investors an expert panel puts forwards their nominations in each category.

The panel can nominate any investment fund (including OEICs, unit trusts, investment trusts and exchange-traded funds). The panel is asked to look beyond simply investment performance, but also consider how well the fund/trust delivers what it sets out to achieve and how well positioned it is for the future.

WHAT HAPPENED LAST YEAR?

In total, the inaugural awards saw 6,600 votes cast. The winners comprised eleven funds and four investment trusts. The most popular individual fund was the Fundsmith Equity (B41YBW7) fund, which won in the Global Equity category. First State Investments (which encompasses Stewart Investors) was the only fund group to win more than one award.

 

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