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.