Money Observer's Fund Awards 2017

Money Observer's Fund Awards 2017

Identifying a successful investment fund is not all about the very highest performance, because the likelihood of such achievements being repeated year in, year out over any manager's tenure (or any investor's ownership of the fund) is very, very low.

The Money Observer awards aim to identify the funds that have pulled off the strongest combination of performance and low volatility within a wide range of Investment Association sectors.

In other words, the methodology looks at risk-adjusted returns. This is done by assessing risk-adjusted performance over three years, but then filtering out any funds with a poor showing over any one of those three years.

The winners have not only delivered sector-beating returns, but have also minimised the alarming swings in performance from one year to another that characterise so many of their peers. They may not be the highest flyers, but they have achieved decent returns from year to year, without excessive risk.

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By: Money Observer I Mon, 10th July 2017 - 12:14
How Money Observer's 2017 Fund Award winners are chosen

Winning funds combine performance and reliability, with over a third demonstrating consistency by repeating their successes over the previous two years. Our sister site Money Observer reveals all.

By: Andrew Pitts, Holly Black I Mon, 10th July 2017 - 13:02
The best UK equity funds of 2017

Our sister site Money Observer's UK fund winners pulled off the strongest combination of performance and low volatility. Andrew Pitts and Holly Black reveal all.

By: Andrew Pitts, Holly Black I Tue, 11th July 2017 - 11:25
Best global equity funds of 2017

Exposure to US equities has driven returns for many of the winning global funds at this year's Money Observer fund awards. Andrew Pitts and Holly Black analyse the winners.

By: Andrew Pitts, Holly Black I Wed, 12th July 2017 - 15:48
Best mixed asset funds of 2017

Taking a contrarian approach pays off for the winner of our higher risk award as it clinches the top spot just three years after the fund launched. Andrew Pitts and Holly Black investigate.

By: Andrew Pitts, Holly Black I Fri, 14th July 2017 - 08:12
Best regional funds of 2017

North America and Japan produced the strongest returns, but this year's winning funds have comfortably beaten average returns in all regions. Andrew Pitts and Holly Black run through the winners.

By: Andrew Pitts, Holly Black I Fri, 14th July 2017 - 08:20
Best property funds of 2017

Whether investing in physical property or in property shares, diversification is key for this year's winners. Andrew Pitts and Holly Black look at the real estate fund champions.

By: Andrew Pitts, Holly Black I Fri, 14th July 2017 - 08:19
Best bond funds of 2017

Our two winners aim to produce high income for investors and protect investors' money when markets fall. Andrew Pitts and Holly Black look at this year's top performers.