Awards - J.P. Morgan Asset Management


Here's how J.P. Morgan Investment Trusts were ranked - by industry experts and by investors themselves.

Money Observer Investment Trust Awards 2018

Winner of Best Emerging Markets Trust and Best Global Income Trust.

The Money Observer Investment Trust Awards recognise and reward consistent, high achievement in investment trust management and are a key performance indicator for retail investors. The Money Observer Investment Trust Awards are an independent, statistical and qualitative assessment of a trust’s performance and provide highly valued insights into the trusts that have outperformed in their individual class and against their peers.

Awarded trusts

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Moneywise Investment Trust Awards 2018 & 2017

2018 winners for Investment Trust Group of the Year, Best Global Emerging Markets Trust and Best North America Trust

2017 winner of Best Global Emerging Markets Trust

The 2018 awards evaluated ten sectors: Asia Pacific Ex Japan, Europe, Global, Global Emerging Markets, North American and North American Smaller Companies, Property Direct UK, UK All Companies, UK Equity and Bond Income, UK Equity Income & UK Smaller Companies. For each sector Morningstar provided the performance data over three, five and seven years (to 31/12/17). Trusts were ranked on market return performance over three years. This helped create shortlists of the top performing trusts which were sent to the panel of judges.

Judges voted for their top three in each sector taking into account suitability for Moneywise readers, risk, manager ability, investment strategy, consistency, prospects and pricing, as well as performance.

The shortlist for investment trust group of the year was based on the number of appearances each group made in the sector shortlists. Moneywise judges then voted for their top two.

Awarded trusts

Group of the year winner logo

Emerging Markets winner logo

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Moneyfacts Awards 2018 & 2017

Best Investment Trust Provider 2018 & 2017

The finalists and eventual winners of the Investment Life & Pensions Moneyfacts Awards are decided by a combination of methods. Two elements make up the product-specific categories: the first is a financial adviser voting process that took place between 5 March 2018 and 18 May 2018, whereby advisers were asked to nominate their top three providers across the full range of protection, retirement and investment products. Advisers were free to nominate any providers they wished, rather than having to select from a pre-determined shortlist. These results were then given over to the analytical expertise of the Moneyfacts data team, who thoroughly examined each provider's product pricing and features during the preceding 12-month period to come to the final decisions.


Money Observer Rated Funds 2018

Money Observer Rated Funds consist of actively managed funds and investment trusts that have consistently outperformed their peer groups over the medium term.

Awarded trusts

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Investment Week Awards 2017

The awards aim to recognise and reward excellence in closed-ended fund management.

This year's judging panel for the awards was made up of some of the UK's leading researchers and investors in investment trusts and closed-ended companies, as well as several senior board members with many years' experience in the industry.

Awarded trusts

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Citywire Investment Trust Awards 2017

2017 winners for Best Asia Pacific Equities, Emerging Market Single Country and North American Equities Awards

The Citywire Investment Trust Performance Awards reward investment trusts and companies whose portfolios are calculated to have added the most value for investors over the past three years.

The awards go to investment trusts and companies with the best Information Ratio based on their three-year net asset value total returns against their benchmark index at 31 July, 2017. Funds that could not be properly benchmarked were excluded.

Awarded trusts

The methodology and calculations used by companies that provide awards and ratings are not verified by J.P. Morgan Asset Management and therefore are not warranted to be accurate or complete. Past performance is not a reliable indicator of current and future performance.

Risk warning

The value of your investments and the income from them can go down and up, and you may not get back as much as you paid in. Tax benefits and liabilities depend on individual circumstances and may change in the future.

Past performance is not a guide to the future.