Courtiers Wealth Management
Courtiers Wealth Management

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Courtiers wins another award

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Asset Management Director Jacob (Jake) Reynolds reflects on the latest of 16 awards presented over 10 years to Courtiers in the 2026 London Stock Exchange (LSEG) Lipper Fund Awards. This time, and not for the first time, the Courtiers Total Return Growth Fund wins Best Fund over 10 Years.


The Courtiers Total Return Growth Fund has been named Best Fund over 10 Years by the LSEG Lipper Fund Awards, marking the 16th award won over the fund’s lifetime and the fifth time it has been recognised for 10‑year performance.

Jake explains why the award matters: it is based on purely quantitative, independent analysis, rewarding funds that deliver consistent returns across multiple non‑overlapping periods, rather than short‑term outperformance driven by one‑off market bets.

Over the last decade, the Courtiers Total Return Growth Fund has delivered an average annual return of 9.89%, translating into a 164% total return and a real return of around 6–7% per annum after inflation. This has been achieved through some of the most turbulent market conditions on record including Brexit, COVID‑19, inflation shocks, geopolitical conflict and repeated market drawdowns – all while maintaining lower volatility than many single‑market alternatives.

This latest achievement highlights Courtiers’ long‑standing investment philosophy: responsible equity exposure, diversification, disciplined risk management and a genuine long‑term approach. These factors determine the fund’s ability to compound returns through uncertainty, delivering what can be life-changing growth for investors over time.

While Jake emphasises that the award reflects not only the investment team’s efforts, but those of all the teams within Courtiers supporting the fund, above all, it reflects the trust placed in Courtiers by clients to manage their wealth for the years ahead.

Courtiers received six Lipper awards in 2023

Read more commentary about Lipper Awards

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Important information

Past performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.

Disclaimer

This communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not been reviewed by us and therefore we accept no responsibility for the authors or content of external link or pages. If you are interested in any of Courtiers Asset Management Limited’s range of funds, or require any financial advice, please speak to a financial adviser.

Issued by Courtiers Asset Management Limited, CAM0426064. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.

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