16 Nov 2023
RSMR has been researching and rating funds since 2004 and providing high quality outsourced investment solutions to advice businesses since 2007. RSMR provides one of the widest sets of recognised and respected fund ratings in the marketplace, underpinned by rigorous research, extensive experience, and thorough analysis. The RSMR Investment Team covers the entire Investment Association universe, finally rating around 15% of the researchable universe at any one time with all rated funds carefully monitored and reviewed on an ongoing basis. For the last 10 years and on an annual basis, RSMR has presented a set of R Awards to fund groups offering strategies they consider to be best in class versus their peers at their flagship conference in Harrogate.
‘It’s been a difficult period for investment firms with returns concentrated in a relatively small number of sectors and stocks, but there are managers that have overcome many of these hurdles to deliver robust returns. We feel it’s appropriate to acknowledge this with the presentation of an R Award at our flagship conference in Harrogate.’ Ken Rayner, CEO of RSMR.
RSMR apply a whole host of quantitative filters to funds from their rated lists, over both discrete and cumulative periods, to filter and produce a short list. The list is then reviewed by all members of the RSMR research team who apply their own qualitative views to discuss and debate each of the award categories. The resulting output of this discussion is a highly commended and winning fund or group for each award.
Here are this year’s categories, winners & highly commended fund groups:
| Category | Winner | Highly Commended |
| Best UK Equity Fund | Invesco UK Opportunities | JOHCM UK Dynamic |
| Best Global Equity Fund | Ninety One Global Special Situations | M&G Global Sustain Paris Aligned |
| Best Regional Equity Fund | Man GLG Japan Core Alpha | BNY Mellon US Equity Income |
| Best Fixed Interest Fund | M&G Optimal Income | Artemis High Income |
| Best Responsible Fund | Royal London Sustainable Leaders Trust | Stewart Investors Asia Pacific Sustainability |
| Best Alternatives Fund | Cohen & Steers Diversified Real Assets | JPM Natural Resources |
| Best Equity Group | Invesco | Fidelity Investments |
| Best Fixed Interest Group | Royal London Asset Management | TwentyFour Asset Management |
| Best Multi Asset Group | BNY Mellon | Columbia Threadneedle Investments |
Congratulations to the winners & highly commended fund groups from the full RSMR team!
RSMR is an independent, forward-looking investment research company with an established, rigorous, methodical, and proven research process. Since we launched in 2004, our core aim has been to help advice businesses be successful. We provide expert, independent fund research based on our rigorous quantitative and qualitative research methodology and we offer a Managed Portfolio Service (MPS) with a range of risk-profiled portfolios that are a blend of predominantly RSMR rated funds. We assist advice businesses in a unique way, by simplifying the advice and suitability challenge while at the same time seeking to improve investor outcomes
Click here to find out more about RSMR research & Managed Portfolio Service (MPS).
Important Notice
This is intended for investment professionals and should not be relied upon by private investors or any other persons. Past performance is not a guide to future performance. The value of investments and any income from them can fall as well as rise, is not guaranteed and investors may get back less than they invest.
RSMR MPS is provided by RSMR Portfolio Services Limited. RSMR Portfolio Services Limited is a limited company registered in England and Wales under Company number 07137872. Registered office at Number 20, Ryefield Business Park, Belton Road, Silsden BD20 0EE, RSMR Portfolio Services Limited is authorised and regulated by the Financial Conduct Authority under number 788854. RSMR is a registered trademark.