Investment Company of the Year Awards 2021 | Incisive Media | 18 November 2021 | London Marriott Hotel Grosvenor Square, Grosvenor Square, London W1K 6JP, UK

Now in their 23rd year, Investment Week’s Investment Company of the Year Awards have a proud history of rewarding excellence in closed-ended fund management.

The awards highlight outstanding managers in this important part of the market, who have delivered consistently strong performance for investors across a variety of sectors and the judges believe can continue to perform well in the future.

The shortlists for the awards are constructed using scores provided by the AIC, using Morningstar data.

Winners are then chosen by our judging panel after heated debate during our judging sessions, where qualitative factors will also be considered.

The judging panel for the awards includes some of the UK’s leading researchers and investors in investment companies, as well as several senior board members with many years’ experience in the industry.

2021 Categorties:
• UK All Companies
• UK Income
• UK Smaller Companies
• Asia Pacific
• Europe
• Global
• Overseas Income
• Overseas Smaller Companies
• Emerging Markets
• Single Country
• Flexible
• Private Equity & Growth
• Capital Debt
• Property
• Biotech and Healthcare
• Commodities and Natural Resources
• Specialist Infrastructure
• Renewable energy infrastructure
• Environmental
• VCT Generalist
• VCT Specialist
• VCT AIM Quoted
• Best New Issue
• Group of the Year
• Jackie Beard Award for Outstanding Contribution to the Industry

Methodology
The shortlists for the awards are constructed using scores provided by the AIC, using Morningstar data.

Investment companies need a three-year track record to 30 June 2021 to be included in the main award categories but may be shortlisted in the Best New Issue category (covering the 24-month period to 30 June 2021).

Within each sector, companies have their cumulative fair NAV returns calculated over three discrete periods in sterling terms. Returns over the 12 months to 30 June 2021 are given a 40% weighting, the 12 months to 30 June 2020 are given a 30% weighting, while the 12 months to 30 June 2019 accounts for 20% of the overall score. The final 10% weight is given to the full cumulative NAV return over the three years to 30 June 2021.

These scores are added to give a single score out of 100, the highest of which will be shortlisted for consideration within the various awards sectors.

Shortlisted trusts and their boards will be contacted by Investment Week and asked to submit a questionnaire, which will then be used in the qualitative judging stage.

The judging panel for the awards includes some of the UK’s leading researchers and investors in investment companies, as well as several senior board members with many years’ experience in the industry.

Jackie Beard Award for Outstanding Contribution to the Industry

Nominated by the judging panel, this award will be presented in tribute to Jackie to an individual who has gone above and beyond their job role to make a significant contribution to the investment company sector during their career. The judges will consider areas including: a track record of exceptional performance or service to the industry; dedication and enthusiasm for promoting the investment company sector and increasing investor engagement; as well as creating opportunities for others to succeed in the industry through mentoring, volunteering or educational initiatives.

2021 Speakers

JUDGING PANELS:

Anthony Leatham
Peel Hunt LLP

Ben Yearsley
Fairview Investing Limited

Charlotte Cuthbertson
Premier Miton Investors

Ewan Lovett-Turner
Numis

Genevra Banszky von Ambroz
Smith & Williamson

Guy Tolhurst
CEO, Indagate Group

Iain Scouller
Stifel
J
ames Carthew
Marten & Co

Matthew Woodbridge
Director of Strategic Development – Investment Division, St. James's Place Wealth Management

Nick Greenwood
Premier Miton Investors

Sarah Godfrey
Edison Group

Simon Elliott
Winterflood Investment Trusts

Simon Moore
Trust Research Ltd