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April 2023 – Refinitiv Lipper Fund Awards Guide

Revealed: All the winners of the 2023 UK Refinitiv Lipper Fund Awards

The winners of this year’s Refinitiv Lipper Awards for the UK did not earn their success by forecasting Russia’s invasion of Ukraine and filling up on energy and resources companies. Nor did they, by and large, predict the magnitude of interest rate rises. In general, as Portfolio Adviser explores in its Guide to the Awards below, it was simply sound stockpicking and a tight valuation discipline that led them away from problem areas, such as the global technology giants, and towards areas where earnings power was stronger.

Royal London and J.P. Morgan Asset Management emerged as big winners across the awards. Royal London won the Overall Large Group accolade, in addition to being judged Large Equity Group and Large Bond Group, while J.P. Morgan Asset Management picked up 18 individual category awards, across the three separate timeframes under consideration. You can find a full listing of all the group and individual fund category winners, along with analysis of how this success was achieved, by clicking on the link below.

To read the guide of the 2023 Refinitiv Lipper Europe Awards Guide, please click here.

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