The Award Categories & Criteria

The Investors' Choice Awards categories cover the range of sectors in the investment companies and ETFS landscape, offering a range of awards across large to boutique firms.

Best alternative assets

Does this trust give investors access to assets that would otherwise be difficult to own?
Does it offer genuine diversification from traditional shares and bonds?
Are its returns and income sustainable, with the risks, valuations, and use of debt clearly explained?

Best for small-cap

Smaller companies can be nimbler, more dynamic, and make for more exciting investments - do you think this trust fits the description?
Has the small cap trust generated decent NAV growth for shareholders?
Is the share price keeping pace with the NAV?

Best for long-term capital growth

All these trusts are performing well, but is this trust's outperformance sustainable?
Has the trust done well because the sector it focuses on has done well or is the manager exhibiting real skill?

Best for long-term income

Is the income that this trust is generating attractive, growing, and sustainable?
Is the trust compromising on NAV returns to achieve its income objective?

Best global

Is this manager of this trust making the most of its wide-ranging remit?
Is the portfolio offering something genuinely different to an index-tracker?

Best UK

UK markets have been out of favour, is this trust prospering regardless?
Is the manager adding value relative to an index fund?

Best country/regional/emerging

Country and regional funds go in and out of favour, is this trust doing a good job of navigating swings in markets?
Is this trust invested in an area that you are excited about for the long term?

Best specialist equity

It often pays to invest with an expert in a complicated sector, do you think the manager is doing a good job?
Is this trust beating peers and benchmark indices?

Best large fund manager

This manager's funds may be doing well, but are they doing a good job of looking after investors?
Has it been proactive in addressing problems?
Is the material that they publish easy to understand and easily accessible?

Is this trust beating peers and benchmark indices?

Best boutique

Is this trust beating peers and benchmark indices?

Best beta+ ETF

Does this ETF offer something more than a conventional index tracker without adding excessive risk or cost?
Is its rules-based approach clear, sensible, and capable of delivering consistent results?
Has it added value for investors after fees?

Best thematic ETF

Does this ETF provide convincing exposure to a powerful long-term investment theme?
Is the portfolio genuinely focused on that theme, rather than simply following the latest trend?
Are its holdings, costs, and investment approach easy to understand?

Best Board (Non-Entry)

This selection reflects their role as the trendsetter in improving shareholder alignment within their Trust's sector.

Person of the Year (Non-Entry)

This is dedicated to he person who has been one of the loudest champions of the sectors.

AWARD CATEGORIES

The Award Categories & Criteria

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