Fund Performance Awards

We are very proud to announce that our Investment Grade Fixed Interest Fund has been awarded a 2023 Lipper Award for its three-year performance in the Sterling Corporate Bond Sector. The Fund has also been nominated for the Investment Week 'Fund Manager of the year' award in the Sterling Corporate Bond Sector. Accolades such as these are a wonderful endorsement of the great work that Jerry, Lucy and the team are doing.

Individual Recognition

Similarly, Jerry Wharton, CEO and manager of the Fund, has retained his status as an FE Alpha Manager, gaining him a nomination at the prestigious FE Alpha Manager Awards. This is Jerry's second individual nomination of the year, having also been nominated for the Citywire Best UK Portfolio Manager Awards 2023. 

Why is the Fund winning awards?

The Fund has successfully out performed competitors at a much lower volatility.

The scatter chart on the right shows the Fund's performance against the 10 largest funds in the Sterling Corporate Bond sector over a three year period.

Proven performance over a long period

The second chart on the right shows the performance of the Fund, which has consistently outperformed the sector for almost 20 years.

For more information, please contact Sam Liddle (07887 520621) or Matthew Goodsir (020 7534 9877)

The above article has been prepared for investment professionals. Any other readers should note this content does not constitute advice or a solicitation to buy, sell, or hold any investment. We strongly recommend speaking to an investment adviser before taking any action based on the information contained in this article.

Please also note the value of investments and the income you get from them may fall as well as rise, and there is no certainty that you will get back the amount of your original investment. You should also be aware that past performance may not be a reliable guide to future performance.