This award recognises a bond or alternative investment fund that has delivered strong performance, over both the year to 30 April and the longer term, through a disciplined and effective investment strategy. 

Judges will look for evidence of risk management and portfolio construction skills, and the fund’s ability to provide diversification and long-term value for investors across varying market conditions.

This award recognises a bond or alternative investment trust that has demonstrated strong performance, over both the year to 30 April and the longer term, through a disciplined and effective investment strategy.

Judges will look for consistent returns, effective risk management, diversification benefits, and a clear investment strategy that delivers long-term value for investors.

This award recognises a firm that has demonstrated a strong commitment to fostering diversity, equity, and inclusion across its business and wider industry. 

Judges will look for clear initiatives, measurable progress, an inclusive culture, and evidence of meaningful impact for employees, clients, and stakeholders.

This award recognises a firm that has demonstrated outstanding commitment to environmental, social, and governance principles.

Judges will look for measurable impact, transparency, innovation, and evidence of ESG integration delivering meaningful outcomes for both investors and/or wider stakeholders.

This award recognises a fund or investment trust that has delivered reliable income generation alongside strong overall performance, over both the year to 30 April and the longer term. 

Judges will assess yield consistency, total returns, portfolio quality, risk management, and the manager’s ability to provide sustainable income and long-term value for investors.

This award recognises an equity fund that has demonstrated strong and consistent performance, over both the year to 30 April and the longer term, indicative of a strong investment approach in overseas markets. 

Judges will assess consistency of returns, portfolio diversification, risk management, and the fund manager’s ability to identify growth opportunities and deliver value for investors across global markets.

This award recognises an equity trust that has demonstrated strong and consistent performance, over both the year to 30 April and the longer term, indicative of a strong investment approach in overseas markets. 

Judges will assess consistency of returns, portfolio diversification, risk management, and the fund manager’s ability to identify growth opportunities and deliver value for investors across global markets.

This award recognises a passive investment fund that has successfully delivered efficient market exposure and strong value for investors, over both the year to 30 April and the longer term.  

Judges will assess tracking performance, cost efficiency, transparency, product innovation, and the fund’s ability to meet investor needs through a clear and reliable investment approach.

This award recognises a firm that demonstrates a strong commitment to empowering private investors and promoting shareholder engagement. 

Judges will look at how effectively entrants facilitate shareholder voting, encourage investor participation, support attendance at shareholder meetings, and provide easy access to company reports, accounts, and other key documents.

This award recognises a UK-focused equity fund that has delivered strong and consistent performance, over both the year to 30 April and the longer term, while demonstrating a clear investment strategy and effective portfolio management. 

Judges will look for evidence of risk-adjusted returns, differentiation in approach, market insight, and the fund’s ability to create long-term value for investors.

This award recognises a UK-focused equity trust that has delivered strong and consistent performance, over both the year to 30 April and the longer term, while demonstrating a clear investment strategy and effective portfolio management.

 Judges will look for evidence of risk-adjusted returns, differentiation in approach, market insight, and the trust's ability to create long-term value for investors.