Wise Funds Ltd are delighted that our TB Wise Multi-Asset Growth Fund was announced as winner of the Flexible Investment Category at the prestigious Investment Week’s Fund Manager of the Year awards. The flagship event for the investment industry, which has been running for over a quarter of a century, was held on the 22nd June.
The fund uses a unique blend of closed and open-ended funds to deliver long term capital growth above UK equities and inflation over rolling 5 year periods.
Co-portfolio manager, Vincent Ropers reacted to the announcement with this comment:
“It is a proud achievement for our team to have won this coveted award, particularly given the 3 years considered covered some of the most challenging and rapidly shifting market conditions since the Great Financial Crisis. The TB Wise Multi-Asset Growth Fund was the only fund in the IA Flexible Investment sector to deliver top quartile performance in each of 2020, 2021 and 2022 demonstrating our genuine multi-asset and flexible strategy. We will continue to use the same investment approach as we have since we launched the Fund in 2004, and will strive to live up to this award for the many years to come. We would like to thank all our clients for their support over the last 19 years.”
Judging process
The Investment Week Fund Manager of the Year Awards honour fund managers who have demonstrated consistently strong performance for investors. Our awards shortlists were constructed using data provided by our partner Morningstar using the methodology you can find here.
Managers of the shortlisted funds were invited to respond to an online questionnaire which asked further in-depth questions about the management team, portfolio, contributing factors to performance, risk management and ESG integration to help the judges in their deliberations.
Award winners were then decided by a panel of over 70 fund selectors drawn from across the investment industry, who judged categories in their specialist areas of interest. We were also pleased to have the support of our long-standing advisory panel of senior fund selectors.
For full details, please use the link below which will direct you to the Investment Week website
Investment Week reveals winners of Fund Manager of the Year Awards 2023