Nine funds granted Outstanding Achievement Awards by Tilney Bestinvest

19 February 2015
 

Investment and financial planning group Tilney Bestinvest has awarded nine funds Outstanding Achievement Awards in light of their holding a five star rating from the firm’s research team for the past five years.

The thirteen strong research team at Tilney Bestinvest rates funds across various asset classes and sectors from one to five stars and those funds given a rating of three or more stars feature in the company’s top rated fund list - ‘Premier Selection’. The nine funds which have been awarded Outstanding Achievement Awards by Tilney Bestinvest have maintained a five-star ‘Exceptional’ rating over five consecutive years and have seen consistency in their fund management teams.

Alongside statistical analysis of fund performance, Tilney Bestinvest’s research team tracks the performance of individual fund managers over their careers and conducts more than 400 face-to-face interviews every year. The team does this to determine whether the success of a fund is down to luck or skill.

The nine funds and their managers which have won Tilney Bestinvest’s Outstanding Achievement Awards are:

  • AXA Framlington UK Select Opportunities (Nigel Thomas)
  • Fidelity MoneyBuilder Income (Ian Spreadbury)
  • First State Asia Pacific Leaders (Angus Tulloch)
  • GLG Japan CoreAlpha (Stephen Harker)
  • Kames Strategic Bond (David Roberts)
  • M&G Optimal Income (Richard Woolnough)
  • Royal London Corporate Bond (Sajiv Vaid)
  • Threadneedle High Yield Bond (Barrie Whitman)
  • Threadneedle UK Equity Income (Leigh Harrison / Richard Colwell)

Commenting on the awards, Lee Dooley, Managing Director at Tilney Bestinvest said: “Research is at the centre of everything we do at Tilney Bestinvest, and our team of analysts is continually identifying, monitoring and reviewing investment funds across all major asset classes. Very few funds achieve our highest rating of five-stars and the Outstanding Achievement Awards recognise those that have done so continuously for a number of years.”

 

- ENDS

Important Information:

The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested.

This press release does not constitute personal advice. If you are in doubt as to the suitability of an investment please contact one of our advisers. Past performance is not a guide to future performance.

Different funds carry varying levels of risk depending on the geographical region and industry sector in which they invest. You should make yourself aware of these specific risks prior to investing.

Bonds issued by major governments and companies will be more stable than those issued by emerging markets or smaller corporate issuers; in the event of an issuer experiencing financial difficulty, there may be a risk to some or all of the capital invested. Please note that historical or current yields should not be considered reliable indicators of future performance.

Press contacts:

Roisin Hynes
0207 189 2403
07966 843 699
roisin.hynes@tilneybestinvest.co.uk

Matthew Gray
0207 189 2492
matthew.gray@tilneybestinvest.co.uk


About Tilney Bestinvest

Tilney Bestinvest is a leading investment and financial planning firm that builds on a heritage of more than 150 years. We look after more than £9 billion of assets on our clients’ behalf and pride ourselves on offering the very highest levels of professional client service with transparent, competitive pricing across our entire range of solutions.

We offer a range of services for clients whether they would like to have their investments managed by us, require the support of a highly qualified adviser, prefer to make their own investment decisions or want to take more than one approach. We also have a nationwide team of expert financial planners to help clients with all aspects of financial planning, including retirement planning.

We have won numerous awards including UK Wealth Manager of the Year, Low-cost SIPP Provider of the Year and Self-select ISA Provider of the Year 2013, as voted by readers of the Financial Times and Investors Chronicle. We are pleased that our greatest source of new business is personal referrals from existing clients.

Headquartered in Mayfair, London, Tilney Bestinvest employs almost 400 staff across our network of offices, giving us full UK coverage, and we combine our award-winning research and expertise to provide a personalised service to clients whatever their investment needs.

The Tilney Bestinvest Group of Companies comprises the firms Bestinvest (Brokers) Ltd (Reg. No. 2830297), Tilney Investment Management (Reg. No. 02010520), Bestinvest (Consultants) Ltd (Reg. No. 1550116) and HW Financial Services Ltd (Reg. No. 02030706) all of which are authorised and regulated by the Financial Conduct Authority. Registered office: 6 Chesterfield Gardens, Mayfair, W1J 5BQ.

For further information, please visit: www.tilneybestinvest.co.uk

About Tilney

Tilney is a leading investment and financial planning group that builds on a heritage of more than 180 years.  Our clients are private investors, charities and professional intermediaries who trust us with over £23 billion of their assets. We offer a range of services including financial planning, investment management and advice and, through our Bestinvest service, a leading online platform for those who prefer to manage their own investments.

We have won numerous awards. Tilney has been awarded Best Conventional Advisory Service at the 2018 City of London Wealth Management Awards, Best Advisory Service in the 2015 City of London Wealth Management Awards; Investment Award – Cautious category in the Private Asset Management Awards; and Stockbroker of the Year, Execution-only Stockbroker of the Year and Self-select ISA Provider of the Year 2015, as voted by readers of the Financial Times and Investors Chronicle. Bestinvest was voted Best SIPP Provider and Best Fund Platform at the 2017 City of London Wealth Management Awards, Best Direct SIPP Provider at the YourMoney.com Awards 2017, Best Stocks & Shares ISA Provider at the 2017 Shares Awards, as well as Best Self Select ISA Provider, Best Online/Execution-only Stockbroker and Best Investment Platform 2017 at the FT and Investors Chronicle Investment and Wealth Management Awards, as voted by readers of the FT and Investors Chronicle.

Headquartered in Mayfair, London, the Tilney Group employs over 1,000 staff across our network of 30 offices, enabling us to support clients with a local service throughout the UK.