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Citywire UK awards: Fixed Income Nominees

Citywire UK awards: Fixed Income Nominees

Citywire is delighted to announce the nominees for the Fixed Income sectors at the inaugural Citywire UK Awards.

The winners will be announced at a dedicated ceremony on March 23 in London which will recognise the best risk-adjusted performers in equities, fixed income, Alternative Ucits and mixed assets.

Here are the nominees across the three fixed income sectors:

Bonds – Global

Manager nominees

Andrew Feltus A - Pioneer Investments
Ariel Bezalel A - Jupiter
Charles Zerah + - Carmignac Gestion
Daniel Ivascyn & Alfred T. Murata A - PIMCO
Isobel Lee AA - BNY Mellon Investment Management
 

Group Nominees

BNY Mellon Investment Management
Jupiter
M&G Investments
Marlborough Fund Managers
Old Mutual Global Investors


Bonds - Sterling Strategic

Manager nominees

Anthony Smouha AA - GAM
Craig Veysey + - Sanlam
Eric Holt - Royal London Asset Management
James Vokins + - RBS
Kevin Watson + - NFU Mutual
 

Bonds - Emerging Market Global Hard Currency

Manager nominees

Aaron GrehanAA - Aviva Investors
David Dowsett - BlueBay
Helene Williamson + - First State
Michael Gomez - PIMCO
Simon Lue-Fong - Pictet
 

Group nominees

Aviva Investors
First State
Pictet
PIMCO
Standard Life Investments

CITYWIRE BEST GROUP AWARDS METHODOLOGY

To win an award, groups must go through the Citywire Group Ratings methodology, which pits them against the best talent in an investment sector. The winner is the top fund group available to investors in the UK.

How does it work?

Citywire Group Ratings recognise the expertise of the group as a whole in managing money in specific investment sectors over seven years. This rewards the depth of talent that sits at the core of the best asset management houses.

We filter to include only the group’s strategies that are registered for sale in the UK. This provides the best platform to reward the best groups in the UK.

Our unique, quant-based methodology ensures fair and transparent scrutiny of the capabilities of each fund group, and allows for comparison between boutiques and global giants.

The key components of the methodology are:

Manager experience: Every fund manager that has managed money for three years or more counts towards the Citywire Fund Group Rating in every sector they are eligible for.

The longer the better: The analysis period covers seven years. Within this time frame, the average of the manager’s rolling three years risk-adjusted performance in the sector is calculated. This is weighted based on the period of activity during the time frame. The more we know about the managers the better, meaning consistency of outperformance and experience are rewarded.

Outperformance: Managers must add value above their benchmark over this time period. How much they outperform gives them a manager score.

Handling money: Managers are attributed a small bonus for managing considerable assets in a sector.

Scoring the group: All managers in the fund group active in that sector, who fulfil the criteria, have their scores averaged to produce a group score.

CITYWIRE BEST FUND MANAGER METHODOLOGY

Best Fund Manager Awards go to the individual fund manager generating the highest risk-adjusted returns in a particular sector over the past three years to 31 December 2016 in the UK. These are based on the individual track records for all funds they have run in the sector over this period.

Best Fund Manager Awards are derived by isolating the individuals with the highest risk-adjusted returns at a sector level over three years to 31 December 2016. In order to qualify, fund managers must run a fund registered for sale in the UK.

Our ratings methodologies are actuarially approved by AKG Actuaries & Consultants.

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Charles Zerah
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15/15 in Mixed Assets - Emerging Markets (Performance over 3 years) Average Total Return: 15.38%
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3/16 in Mixed Assets - Conservative USD (Performance over 3 years) Average Total Return: 33.22%
Michael Gomez
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9/44 in Bonds - Emerging Markets Global Local Currency (Performance over 3 years) Average Total Return: 19.13%
Helene Williamson
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29/40 in Bonds - Emerging Markets Global Hard Currency (Performance over 3 years) Average Total Return: 8.73%
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34/47 in Bonds - Sterling Strategic Bond (Performance over 3 years) Average Total Return: 10.27%
Eric Holt
Eric Holt
1/47 in Bonds - Sterling Strategic Bond (Performance over 3 years) Average Total Return: 32.39%
Craig Veysey
Craig Veysey
2/47 in Bonds - Sterling Strategic Bond (Performance over 3 years) Average Total Return: 22.32%
Anthony Smouha
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4/47 in Bonds - Sterling Strategic Bond (Performance over 3 years) Average Total Return: 22.19%
Ariel Bezalel
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25/47 in Bonds - Sterling Strategic Bond (Performance over 3 years) Average Total Return: 11.7%
Andrew Feltus
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1/68 in Bonds - Global High Yield (Performance over 3 years) Average Total Return: 35.35%
Isobel Lee
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22/85 in Bonds - Global (Performance over 3 years) Average Total Return: 15.68%
Daniel Ivascyn
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24/36 in Alternative UCITS - Bond Strategies (Performance over 3 years) Average Total Return: 4.0%
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