Star fund managers in 2018's 'Hall of Fame'

Published by Holly Black on 18 April 2018.
Last updated on 30 April 2019

Star fund managers in 2018’s 'Hall of Fame'

Investment research company Financial Express (FE) has revealed the 50 fund managers who have made it into its annual Hall of Fame - including several managers of Moneywise's First 50 Funds.

To make it into the Hall of Fame, which was launched in 2015, managers must have been consistently top-rated for the past seven years.

Some 21 of the managers in the list have retained their spot for the fourth year running. These include Jenny Jones, manager of the Schroder US Smaller Companies fund – who would have turned an investment of £1,000 into £1,909 over the past five years – and Harry Nimmo, manager of the Standard Life UK Smaller Companies fund, who would have turned an investment of £1,000 into £2,008 over the past five years.

They are joined by 13 new entrants including Teera Chanpongsang, manager of the Fidelity Emerging Asia fund, and Mike Fox, a sustainable investment specialist at Royal London.

Four new entrants to the Hall of Fame are also on the Moneywise First 50 Funds for beginner investors list. These are Liontrust’s Anthony Cross, Jupiter’s Ariel Bezalel, David Gait of Stewart Investors, and Mike Fox of Royal London. Other managers already on FE's list who are also on Moneywise's First 50 Funds list include Liontrust's Julian Fosh and Lindsell Train's Nick Train.

Charles Younes, research manager at FE, says: “Seven years of delivering consistent outperformance is a big ask, especially during prolonged periods of uncertainty and market volatility, so it’s very encouraging to see so many managers retaining their spot or joining this elite group for the first time.”

To make it into the list, managers are judged on their track record since 2000 on areas including how consistently they have performed better than their benchmark; how they have fared both when the stock market is rising and when it is falling; and their risk-adjusted alpha, which is the performance they have achieved based on the risk they have taken in their investment choices.

Mr Younes adds: “Investors can be confident that the performance of managers in the FE Hall of Fame is down to genuine skill and conviction, rather than luck.”

Some five of the entrants into the Hall of Fame are from investment group Fidelity, including Alex Wright, manager of the Special Situations fund, and Ian Spreadbury, manager of the Extra Income fund.

Investment houses Jupiter and Schroders each have two managers in the list who have appeared for the four years since it launched, including Andrew Brough, manager of the Schroder UK Mid Cap fund, and Algy Smith-Maxwell, manager of the Jupiter Merlin Growth Portfolio.

FE Alpha Manager Hall of Fame Members 2018:

Name Group
Alex Grispos Ruffer
Alex Wright Fidelity
Alexander Darwall* Jupiter
Algy Smith-Maxwell Jupiter
Alister Hibbert BlackRock
Andrew Brough Schroders
Andrew C. Green GAM
Anthony Cross* Liontrust
Ariel Bezalel* Jupiter
Barry Norris Argonaut
Ben Russon Franklin Templeton
Daniel Nickols Old Mutual Global Investors
David Ballance Ruffer
David Dudding Columbia Threadneedle
David Gait* Stewart Investors
Dr. Guy Morrell HSBC Global Asset Management
Francis Brooke Troy Asset Management
Giles Hargreave* Marlborough Fund Managers
Gordon Grender GAM
Guy de Blonay Jupiter
Harry Nimmo Aberdeen Standard Investments
Ian Fishwick Fidelity
Ian Spreadbury* Fidelity
James Thomson Rathbones
Jamie Hamilton M&G
Jenny Jones Schroders
John Chatfeild-Roberts Jupiter
John Lo Fidelity
Julian Fosh* Liontrust
Leigh Himsworth Fidelity
Mark Barnett Invesco
Mark Martin Neptune
Mark Slater Slater Investments
Martin Lau First State Investments
Mary McBain Ruffer
Mike Fox Royal London
Neil Woodford Woodford Investment Management
Nick Train* Lindsell Train
Paul Marriage Tellworth
Paul Spencer Franklin Templeton
Richard Pease CRUX
Richard Woolnough M&G
Rob Burnett Neptune
Robert Smith Baring Asset Management
Robin Hepworth EdenTree Investment Management
Steve Cordell Schroders
Steve Russell Ruffer
Stuart Mitchell St. James's Place
Teera Chanpongsang Fidelity
Tim Wood McInroy & Wood Portfolios

* Fund managers who manage funds in Moneywise's First 50 Funds for beginners.

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I cannot see any names from

I cannot see any names from Baillie Gifford and yet (to me) they appear to have the best performing funds. How odd!