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Who is the Best Fund Manager?

Morningstar has announced the shortlist for its Outstanding Fund Manager and Outstanding Rising Talent Awards - so who is in the frame?

Morningstar News Team 10 August, 2015 | 12:28PM

Not everyone can be a successful fund manager. Thanks to the vast array of choice making smart investment decisions is more difficult than ever; there are more than 3,000 open-end funds and 300 investment trusts on the market.

Good fund managers beat the market – great ones beat the market, outperform fees and give their shareholders positive real returns throughout a market cycle.

It is these managers that Morningstar awards its medal ratings to – and once a year one of these success stories is presented with the Outstanding Fund Manager Award.

The award goes to the fund manager or team that has produced exceptional returns over the longer term with consideration given to tenure, consistency of approach, risk-adjusted returns, and assets under management – identifying a generationally great investor within the retail investment industry.

Shortlisted for the Outstanding Fund Manager Award

Adrian Frost and Adrian Gosden, for Artemis Income

David Roberts and Kames’ Fixed Income team, for Kames Bond funds

Andrew Rose, for Schroder Tokyo

Chris Burvill, for Henderson Cautious Managed

Iain Stewart, for Newton Real Return

The Outstanding Rising Talent Award is presented to a fund manager or team that has established a position in the market with several years of service and has demonstrated the potential to achieve excellent and consistent long-term returns for investors.

Shortlisted for the Outstanding Rising Talent Award

Henry Dixon, for GLG Undervalued Assets

Oliver Kelton, for Waverton (Odey) European

Alex Savvides, for J O Hambro UK Dynamic

Jacob de Tusch-Lec, for Artemis Global Income

Sam Vecht, for BGF Emerging Europe

Ian Simmons, for Charlemagne Latin America

“Our award nominees have outstanding records in delivering outperformance for investors”, Jeremy Beckwith, Director of Manager Research for Morningstar UK, said. “The Morningstar Awards for Excellence in Investment celebrate that talent and acknowledge the contribution that these successful investors have made to their profession and to investors.”

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article
Security NamePriceChange (%)Morningstar
Rating
Artemis Global Income R Acc126.16 GBP-0.15
Artemis Income Inc224.96 GBP-0.28
BGF Emerging Europe D2113.51 EUR0.87
Charlemagne Magna Latin American A24.45 EUR-1.40
GLG Undervalued Assets Profl C GBP Acc159.20 GBP-0.31
Henderson Cautious Managed A Acc264.10 GBP-0.15
JOHCM UK Dynamic A Acc2.50 GBP-0.71
Kames High Yield Bond A Acc126.33 GBP-0.01
Newton Real Return A1.15 GBP-0.08-
Schroder Tokyo Acc367.30 GBP-0.27
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