Jersey-based Rathbone Investment Management International (Rathbones) confirms that Rathbones’ unit trust management division has won the title of ‘Multi-Asset Group of the Year 2012’ at the Professional Adviser/Multi-Asset Investing Magazine Awards 2012.
Two core investment strategies, and the unitised funds which replicate these, were also highlighted within the award. The Rathbone Strategic Growth Portfolio, targeting a return in excess of inflation-plus 5% and using 60% of equity market risk, was nominated whilst the Rathbone Total Return Portfolio, targeting a return in excess of cash-plus 2% and using 30% of equity market risk, was voted ‘best in category’ for the Non-Specific Sector.
The shortlist for the Awards was drawn up by Morningstar and assessed by an independent panel of judges from leading adviser firms, using a methodology which rewards consistency over the three years to 31 August 2012.
This follows Rathbones recent successes winning the Incisive Media Gold Standard for Discretionary Portfolio Management at the Incisive Media Gold Standard Awards 2012, presented at the House of Commons by Jonathan Evans MP and the ‘Investment Manager of the Year Award’ at the Charity Times awards in October.
Jonathan Giles, Managing Director of Rathbone Investment Management International commented, “It is a fantastic achievement for Rathbones to have won this award in such a fiercely contested area against so many well respected firms. In addition, to be recognised in the Unclassified Sector underscores our commitment to focusing on client-led risk/return objectives rather than on peer-group comparisons. We continue to build our longer-term track record and in this regard the Jersey established, CISX listed fund, was launched in 2008.”
Category: Finance & Business