The 2020 Categories

The Specialist Investment Awards categories are below. They are split into Group Awards, Active Fund Awards and Passive Fund Awards. The awards will be judged using a combination of quantitative and qualitative criteria by a judging panel of leading fund analysts and researchers.



Group Awards

To enter, groups must have a presence in the UK and have products authorised for sale in the UK to retail/wholesale clients.

Click to download the example entry form here
(please note all entries must be made online to be accepted)

Boutique of the year (below £1bn AUM)

A boutique management house with AUM under £1bn.

To enter, groups must have a presence in the UK and have products authorised for sale in the UK to retail/wholesale clients.

Boutique of the Year (£1bn- £5bn AUM)

A boutique management house with AUM between £1bn-£5bn.

To enter, groups must have a presence in the UK and have products authorised for sale in the UK to retail/wholesale clients.

Best Specialist Equity Group of the Year

A fund management group whose main area of business is in a specialist sector. (Cannot enter another group category).

To enter, groups must have a presence in the UK and have products authorised for sale in the UK to retail/wholesale clients.

Best Specialist Fixed Income Group of the Year

A fund management group whose main area of business is in a specialist sector. (Cannot enter another group category).

To enter, groups must have a presence in the UK and have products authorised for sale in the UK to retail/wholesale clients.

Best Specialist Multi-Asset Group of the Year

A fund management group whose main area of business is in a specialist sector. (Cannot enter another group category).

To enter, groups must have a presence in the UK and have products authorised for sale in the UK to retail/wholesale clients.

Best Specialist ETF Provider

An asset manager whose main activity is in passive investments. They will be judged on benchmark tracking efficiency, liquidity, transparency of process, accessibility on platforms and value for money.

To enter, groups must have a presence in the UK and have products authorised for sale in the UK to retail/wholesale clients.

Active Fund Awards

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients.

Click to download the example entry form here
(please note all entries must be made online to be accepted)


Best Specialist Real Assets Fund

Any fund which invests in property directly or indirectly via securities or a commodity fund investing in hard/soft commodities and precious metals.

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients.

Best Specialist Emerging & Frontier Markets Fund

Any fund investing in a single country or region within emerging & frontier markets including MENA.

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients.

Best Specialist Emerging Market Debt Fund

Any fund which invests in government, supranational or corporate bonds of emerging market countries.

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients.

Best Specialist Infrastructure & Utilities Fund

Any fund which invests in infrastructure projects including roads, railroads and utilities such as electricity, water, oil or gas.

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients.

Best Specialist Renewable Energy Fund

Any fund which invests into alternative energies such as renewables.

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients.

Best Specialist Healthcare & Biotechnology Fund

Any fund which makes investments into healthcare projects or companies, biotechnology companies or related services companies.

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients.

Best Specialist Technology & Telecommunications Fund

Any fund investing in new technologies such as AI, robotics, big data, fintech, food & agricultural sciences.

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients.

Best Short-Duration Bond Fund

Any bond fund investing in short-duration bonds.

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients. 

Best Specialist High Yield Debt Fund

A bond fund whose main aim is to invest in bonds with higher yields.

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients.

Best Specialist Fixed Income Fund

A fund which deploys alternative types of fixed income strategies including strategic bond funds, hybrid inflation-linked or preferred shares.

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients.

Best Specialist Risk Targeted Fund/Fund Range

A fund or fund range addressing low, medium or high risk client needs including defensive cash-like funds and progressing to higher risk funds.

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients.

Best Specialist Small/Micro-Cap Fund

A fund which invests in micro or small cap companies, listed or unlisted.

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients.

Passive Fund Awards

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients.

Click to download the example entry form here
(please note all entries must be made online to be accepted)

Best Specialist Frontier & Emerging Markets ETF

An ETF which tracks single EM country or EM and frontier regions including MENA.

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients.

Best Specialist Factor Based & Smart Beta ETF

An ETF which invests in any of the factors including dividend, value, growth, momentum, volatility or a combination of these.

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients.

Best Specialist Technology ETF

An ETF which tracks technological themes like technological innovation, breakthroughs, AI, Robotics, cloud computing, cyber security etc.

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients.

Best Specialist Fixed Income ETF

An ETF tracking fixed income instruments such as corporate bonds , index-linked bonds, sovereign bonds like UK gilts or US Treasuries.

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients.

Best Specialist Environmental ETF

An ETF tracking environmental, solar, renewable and other alternative energies or green initiatives & projects.

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients.

Best Specialist Real Assets ETF

An ETF tracking real assets such as commodities hard & soft, precious metals like gold or platinum or real estate & property.

To enter, funds must have at least a one-year track record by 31 May 2020 and be authorised for sale in the UK to wholesale/retail clients.