Quantitative judging process - Performance screening criteria

A weighted score was given to each fund's percentile ranking within its sector over each of the three discrete years to 31 December 2018.

There is a 20% weighting to the percentile ranking during the 12 months to 31 December 2016, 30% to 31 December 2017, and 40% to the period to 31 December 2018.

 In addition, a 10% weighting was given to the fund's Sortino ratio to give an indication of relative risk.

 The four separate figures were added together to give a single number, with the highest possible score being 100.

Any fund with assets of less than £50m as of 31 December 2018 were stripped out; where the manager has a record of less than three years on that portfolio; if the fund is aimed only at institutional or charities investors, or was not in the top half of its peer group over the 12 months to 31 December, 2018.

The funds covered are UK authorised and FCA-recognised with distributor status.


With special thanks to our event partner Morningstar for providing the data and statistics.

Qualitative judging process

Shortlisted funds are then invited to respond to an online questionnaire which asks further questions about the fund, its performance and contributing factors.

A panel of expert fund selectors will judge each category in their area of expertise, and to make recommendations of a first, second and third fund choice. This will included Heads of Research and Fund Analysts from over 60 companies including Allfunds Bank, Architas, Aviva Investors, Barclays Wealth and Investment Management, Brewin Dolphin, Brooks Macdonald, Coutts, Deutsche Bank Wealth Management, Fidelity International, Henderson Global Investors, Investec Wealth & Investment, Quilter Cheviot, Rathbones, RBC Wealth Management and Santander Asset Management.

These recommendations will be put forward to the judging day with the grand judging panel for final review and decision.

Chairperson's decision is final.


Grand Judging panel

Bill Bulloch, LLoyds Banking Group
Marcus Brookes, Schroders
Lyndon Gill, Aberdeen Asset Management
Bambos Hambi, Standard Life Investments
Victoria Hasler, Square Mile Investment Consulting & Research
Darius McDermott, Chelsea Financial Services and FundCalibre
Gary Potter, BMO Global Asset Management
Kelly Prior, BMO Global Asset Management
Richard Romer-Lee, Square Mile Investment Consulting and Research
Amanda Sillars, Jupiter Asset Management
Algy Smith-Maxwell, Jupiter Asset Management
Jordan Sriharan, Canaccord Genuity Wealth Management


Categories Judging Panel

Adrian Todd, Investec Wealth & Investment UK
Alex Harvey, Momentum Global Investors
Anais Gfeller, Allfunds Bank
Andrew Hardy, Momentum Global Investment Management
Ari Towli, Smart Investment Management
Cameron Falconer, Aviva Investors
Charles Dixon, Mountstone Partners
Charles Younes, Financial Express
Chris Bamford, Barclays Wealth and Investment Management
David Morcher, Aberdeen Standard Investments
David Higham, JM Finn & Co
David Jardine, Standard Bank - Jersey Limited
Eduardo Sanchez, Santander Asset Management
Edward Heath-Thompson, Coutts
Jake Moeller, Refinitiv
James deBunsen, Henderson Global Investors
Jamie Philip, Saltus
Jason Broomer, Square Mile Investment Consulting & Research
Jonathan Francis, EFG Asset Management
Jonathan Miller, Morningstar
Justin Onuekwusi, Legal & General Investment
Marcus Blyth, Investec Wealth & Investment
Matt Ennion, Quilter Cheviot Investment Management
Matthew Wiles, Aberdeen Standard Investments
Matthew Stanesby, Close Brothers Asset Management
Mohsin Bukhari, Carrington Investments
Nathan Sweeney, Architas
Ned Fox, Smith & Williamson Investment Management
Neil Cordell, Aviva Investors
Nick Stanhope, Smart Investment Management
Oliver Murray, Smith & Williamson
Paul Green, BMO Global Asset Management
Peter Dalgliesh, Parmenion Capital Partners
Peter Wild, Coutts
Richard Rainback, Allfunds Bank
Richard Woodrow, Coutts
Sam Buckingham, Thomas Miller
Sam Grant-Dalton, Close Brothers
Scott Spencer, BMO Global Asset Management
Stacey Parrinder-Johnson, Investec Wealth & Investment
Stephen Peters, ‎Barclays Wealth and Investment Management
Tony Lawrence, Seven Investment Management
Yusuf Durmaz, Allfunds Bank