Money Observer’s Investment Trust Awards 2019 shortlist

We unveil the trusts that have made it on to our annual awards shortlist.

The annual Money Observer Investment Trust Awards are upon us once again, and the 2019 winners of the 14 different awards will be announced on Thursday 25 April.

How do you decide the winners?

Only investment companies that are recognised by the Association of Investment Companies (AIC) qualify for inclusion.

Our awards are based on an investment company’s net asset value (NAV) total return (i.e. with income reinvested).

We rank them in the sector(s) under consideration according to the following weighted result: 40% for annual NAV performance to 31 January 2019, 30% to 2018, 20% to 2017 and 10% for the overall three-year NAV return to 31 January 2019. However, in the private equity category, each year’s performance is given equal weight because returns tend to flow through sporadically.

To emphasise consistency, we favour contenders that have been in the top half of the peer group in each of the past three years. Qualitative aspects are also taken into consideration before the final awards are announced.

The 2019 shortlist in full

Best Large Trust     
Allianz Technology    
BlackRock World Mining     
Edinburgh Worldwide    
Polar Capital Technology 
Scottish Mortgage    
        
Global Growth    
Bankers        
Edinburgh Worldwide  
F&C        
Monks        
Scottish Mortgage   
        
Global Income    
Henderson International Income
JPMorgan Global Growth & Income
Scottish American    
        
UK Growth        
BlackRock Smaller Companies 
BlackRock Throgmorton    
Invesco UK Smaller Companies
Rights & Issues    
River & Mercantile UK MicroCap
        
UK Income        
Aberdeen Smaller Companies Income
BMO Capital & Income    
Dunedin Income Growth    
Finsbury Growth & Income    
Murray Income    
Temple Bar        
        
Emerging Markets    
Baring Emerging Europe    
BlackRock Latin American    
JPMorgan Emerging Markets
Templeton Emerging Markets

Asia Pacific
Aberdeen New Dawn
Edinburgh Dragon
JPMorgan Asian
Schroder Asian Total Return
Schroder AsiaPacific 

Europe
JPMorgan European Income
Montanaro European Smaller Companies
TR European Growth

Japan
Baillie Gifford Shin Nippon
Baillie Gifford Japan
Fidelity Japan

Property
MedicX
Primary Health Properties
Tritax Big Box Reit 
TR Property

Private Equity
HG Capital    
ICG Enterprise
Princess Private Equity
Standard Life Private Equity
        
Infrastructure
3i Infrastructure
BBGI    
Greencoat UK Wind
HICL Infrastructure
Renewables Infrastructure    
    
Mixed Asset    
BMO Managed Portfolio
Hansa    
Miton Global Opportunities
Seneca Global Income & Growth
    
North America
JPMorgan American
JPMorgan US Smaller Companies
North American Income
 

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