Methodology

Read on to find out how the awards are judged and the awards guidelines...


Fund groups are invited to make submissions to enter the Specialist Investment awards and will have to fill in a detailed questionnaire drilling down into areas including: fund/group performance; team processes and culture; product innovation; and how the strategies fit into client portfolios.

The awards will be judged using a combination of quantitative and qualitative criteria by a judging panel of leading fund selectors and researchers.

Funds must have a minimum track record of one year by the 31 May 2020, although the judges will give greater weight to funds with a minimum three-year track record by 31 May 2020. Funds must be authorised for sale in the UK to wholesale/retail clients.

Meanwhile, fund groups must have a presence in the UK and have products authorised for sale in the UK to retail/wholesale clients to be eligible for the awards.