Judging PAnel
Matthew Butcher
Divisional director,
Brewin Dolphin
Tim Cockerill
Head of research,
Rowan & Co
Dan Kemp
Investment director,
Saltus
Gary Potter
Co-head of multi-manager,
Thames River
A time for forward thinking
Giving awards at a time like this is incredibly difficult
– rewarding a fund manager for not losing quite as
much money as everyone else does not send the
most positive vibe out into an already troubled
environment.
However, in putting together these awards, the
second Portfolio Adviser Fund Awards, we asked
our hand-picked, independent judging panel to
consider where they would invest their money today,
taking a forward-looking view, rather than simply
Awards process
The universe of funds is the same
as that for Portfolio Adviser: all
regulated UK-domiciled funds plus
all offshore funds registered for sale
in the UK.
Morningstar then put in place
a quants screen to get the top 20
to 30 funds in each category,
sorted by risk-adjusted returns.
Portfolio Adviser fund AwArds 2008 introduCtion
Marcus Brookes
Head of multi-manager,
Cazenove
David Coombs
Investment director,
Rathbones Investment Mgt
Andy McGuigan
Senior fund manager,
Standard Bank
Nick Sketch
Senior investment director,
Rensburg Sheppards
The minimum track record for
a fund to qualify was three years
except for the best equity
newcomer, which had to have at
least a 12-month performance
record. This is a positive change
from last year’s inaugural awards
where there were not enough
property and absolute return funds
rewarding past performance.
It is vital for us as an editorial team that we
constantly look ahead at where performance is going
to come from rather than bemoaning problems of the
past that are largely out of our control.
Our intention is to reward those funds that are
best positioned for future performance in today’s
environment – and our congratulations to all of
the winners and highly commended funds and
their managers.
DEcEmbEr 2008 [www.portfolio-adviser.com] Portfolio ADViSEr SUPPlEmENt
Rob Burdett
Co-head of multi-manager,
Thames River
Mark Dampier
Head of research,
Hargreaves Lansdown
Alex Marshall-Tate
Head of manager
research and selection,
Citi Private Bank
with three-year returns.
Having created the shortlist,
our panel of 11 fund selectors were
asked to vote for the funds that they
said they would be happy to
personally invest in. The results
were aggregated to find winners
and highly commended funds
in each category.
QUANTS ANALySTS
Simon Pehrson and the Morningstar
data team
3
To view a Ceros magazine you need to have JavaScript enabled in your browser and have the flash player 8 or higher installed. To install the latest flash player, click the icon above, install the flash plugin and then click here to refresh this page.