Courtiers Wealth Management
Courtiers Wealth Management

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Courtiers receives awards


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Courtiers has picked up two 2022 Lipper Fund Awards for the outstanding performance of its Total Return Growth Fund. The latest award, which recognises the fund’s risk-adjusted performance over 5 and 10 years relative to peers up to the end of the 2021 calendar year, brings the number of industry awards won by Courtiers since 2016 to nine.

Gary Reynolds, Courtiers Chief Investment Officer, said; “I am absolutely delighted for the whole of the Investment Team that we’ve received this recognition. Anybody that wins one of these awards has to perform exceptionally well.”

He said he was particularly pleased to win the award for the fund’s performance over 10 years. “This shows it’s not a flash in the dark, it’s about our consistency.”

Gary said the award for the performance of the Courtiers Total Return Growth Fund was testament to the investment process the Investment Team has been following for the multi-asset funds since 2007.

The Total Return Growth Fund is not the only Courtiers multi-asset fund to perform strongly against its peers. The Courtiers Total Return Cautious Risk Fund and Courtiers Total Return Balanced Risk Fund have both delivered above average returns over 1, 3 and 5 years, as well as on an annualised basis.

Deputy Fund Manager, James Timpson, said that he too was especially pleased to win the 10 year award. “It’s a measure of long-term performance and the majority of our clients are long-term investors.”

James said the awards, which recognise risk-adjusted performance i.e. returns adjusted for the amount of risk taken, were an endorsement of the work carried out by the Team to ensure that each of the multi-asset funds is taking the right amount of risk. “One of the things I do on a day-to-day basis is making sure our funds are not exceeding the levels of risk that we’ve promised our clients that we will maintain.”

Katie Crook, Product Specialist, agreed that the awards were recognition for the efforts of the whole Team. “It’s all of us together.” She said the Investment Team was always cognizant of the fact “that it is clients’ money not our own”, but at the same time that they should treat it as if it was their own. “If we wouldn’t be happy to put our own money into a particular investment, then why should we invest the client’s money into that asset?” Katie said an important aspect of her role was to provide a link between the Investment Team and Clients via their Advisers.

Important Information

Issued by Courtiers Asset Management Limited, CAM0322557. 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.

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


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.

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