Courtiers Wealth Management
Courtiers Wealth Management

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Courtiers wins six more awards

21 Apr 2023

Courtiers scooped a total of six industry awards last night at the prestigious 2023 Refinitiv Lipper Fund Awards for the UK.

The Total Return Balanced Risk Fund won awards for outstanding performance relative to its peers over 3, 5 and 10 years, while the Total Return Growth Fund picked up two awards for its performance over 5 and 10 years.

In recognition of achieving the highest score amongst small asset management companies within the multi-asset class and for its performance overall, Courtiers also received the accolade of a group award. The six awards, which were presented to members of the Investment Team at an awards ceremony in the City, bring the number of Refinitiv Lipper Fund Awards won by Courtiers since 2016 to 15 – almost double overnight.

The Courtiers Investment Team: Jacob Reynolds, James Timpson, Katie Crook, Gary Reynolds, Charlotte Brockington, Sam Keen and Matthew Parker

Reflecting on the Investment Team’s achievement, Chief Investment Officer, Gary Reynolds, said the awards were testimony “to the persistency of its performance.” The aim was “not to shoot the lights out” and go for quick returns, because you can’t get those sorts of returns without taking undue risk and “our process isn’t geared to that,” he said. Gary said the beauty of the Lipper Awards was that they’re “purely objective”. You either win or you lose based on the metrics.

Jacob Reynolds, Courtiers Head of Asset Management, agreed that identifying and mitigating the risks was the key to the Investment Team’s “integrated approach”. He said the Team targets the Sharpe ratio, which measures the risk-adjusted return by showing the  return for every unit of risk taken.

James Timpson, Fund Manager of the Courtiers Multi-Asset Funds, highlighted how the Team and the Funds had evolved since he joined it as a Trainee Analyst in 2013, with investing directly in individual stocks now “quite an integral part of our process.”

James and Katie doing the honours

Gary drew an analogy between Courtiers’ value approach and running a marathon. “You’ve got to pace yourself.” While none of the Investment Team were “value idealogues” value investing “suits running money long term for private clients and pension trustees.”

The awards were also a tribute to the strength of the Investment Team, he said, and in particular the willingness to accommodate different views and ways of doing things, which “makes it stronger”.

Asked about possible expansion of the Investment Team as Courtiers continued to grow towards its target of £3bn funds under management, by 2033, Katie Crook, Product Specialist, said the evidence from within the industry was that growing the size of investment teams “didn’t necessarily mean that performance was better.”  “You could easily run £3bn with this team,” added Gary.

These latest awards are a welcome indicator that a long term view really is the view Courtiers takes – and it works.

Important information

Issued by Courtiers Asset Management Limited, CAM0423754. 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 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.

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