Winner: Royal London Sustainable World Trust
The shortlisted companies are:
Royal London Sustainable World Trust
Orbis Global Balanced
NedGroup Global Flexible
Margetts Sentinel Growth
Goldman Sachs Global Multi Asset Growth Portfolio
Royal London Sustainable World Trust
Management group: Royal London
Category: Mixed Asset
Related benchmark used: IA Mixed Investment 40-85% Shares
One-year total return: 12.24
Five-year total return: 59.03
Assets/Market capitalisation: £3.1bn
Name of manager(s)/management team(s): Mike Fox, George Crowdy & Sebastien Beguelin
Start date of longest serving manager(s)/management team(s): September 21, 2009
Orbis Global Balanced
Management group: Orbis Investment Management
Category: Mixed Asset
Related benchmark used: IA Mixed Investment 40-85% Shares
One-year total return: 12.79
Five-year total return: 56.05
Assets/Market capitalisation: £305mn
Name of manager(s)/management team(s): Alec Cutler
Start date of longest serving manager(s)/management team(s): January 1, 2014
NedGroup Global Flexible
Management group: NedGroup
Category: Mixed Asset
Related benchmark used: IA Mixed Investment 40-85% Shares
One-year total return: 14.58
Five-year total return: 41.71
Assets/Market capitalisation: £887mn
Name of manager(s)/management team(s): Brian Selmo, Mark Landecker & Steven Romick
Start date of longest serving manager(s)/management team(s): June 17, 2013
Margetts Sentinel Growth
Management group: Margetts
Category: Mixed Asset
Related benchmark used: IA Mixed Investment 40-85% Shares
One-year total return: 12.16
Five-year total return: 44.77
Assets/Market capitalisation: £102mn
Name of manager(s)/management team(s): Simon Edelsten & Alex Illingworth
Start date of longest serving manager(s)/management team(s): April 10, 2018
Goldman Sachs Global Multi Asset Growth Portfolio
Management group: Goldman Sachs
Related benchmark used: IA Mixed Investment 40-85% Shares
One-year total return: 11.87
Five-year total return: 33.73
Assets/Market capitalisation: £131mn
Name of manager(s)/management team(s): David Copsey, Shoqat Bunglawala & Alexandra Wilson-Elizondo
Start date of longest serving manager(s)/management team(s): June 30, 2014
