Courtiers Wealth Management
Courtiers Wealth Management

News & Insights

Two more fund awards for Courtiers

25 Mar 2021

Courtiers has won two 2021 Refinitiv Lipper Fund Awards for performance of its Total Return Growth Fund. This makes seven industry awards for Courtiers since 2016.

Refinitiv Lipper has recognised and rewarded consistent risk-adjusted investment performance relative to peers for more than three decades. Courtiers is delighted to have been presented with two more awards to add to its collection, this time for performance of the Courtiers Total Return Growth Fund over 5 and 10 years.

These awards aren’t easy to achieve. Courtiers Funds have delivered strong risk-adjusted returns for investors relative to peers, in both the long term and the short term. This is down to the investment process, designed by Courtiers and applicable across the Courtiers Multi-Asset Fund range, which adopts a team-based investment approach to decision-making.

Despite a challenging 12 months in fund management, the Courtiers Multi-Asset Funds are ranked in the top 10 funds in their respective peer groups, over the 12 months ending 28th February 2021. Our Multi-Asset Funds include the Courtiers Total Return Cautious Risk Fund, Courtiers Total Return Balanced Risk Fund and Courtiers Total Return Growth Fund. Over the longer term, all three funds have delivered above average returns over 3, 5 and 10 years.

Caroline Shaw, Head of Asset management, said, “It’s a tremendous honour to receive two more Refinitiv Lipper awards, because they are very difficult to win, being based on criteria that ensures returns and risk are carefully scrutinised. We now have seven such awards and I’m proud of our team, which continues to work hard to deliver these excellent long-term, risk adjusted returns to our clients.

Caroline added, “We’re over the moon to see that, on a risk-adjusted basis, all three of our Multi-Asset Funds have delivered top quartile Sharpe ratios (measuring risk-adjusted returns) over 3, 5 and 10 years.”

Well done to the Investment Team and to Courtiers. Here’s to the next year…

Past performance is not a reliable indicator of future returns. The value of your investments and any income you take from it may fall as well as rise and is not guaranteed. You might get back less than you invest. Further details of the risks 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.

Issued by Courtiers Asset Management Limited, CAM0321528. 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. Telephone: 01491 578368 Fax: 01491 572294 Website: www.courtiers.co.uk.

Warning – the views expressed by Courtiers in this summary and any video and video transcripts, are reached from our own research. Courtiers cannot accept responsibility for any decisions taken as a result of reading this document, watching the featured video or reading the video transcript and investors are recommended to take independent professional advice before effecting transactions. The price of stocks, shares and funds, and the income from them, may fall as well as rise. Past performance is not necessarily a guide to future returns.

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