Fiducia Wealth Management
Posted in Investing, Tax Planning on 18.07.12

Gold, Silver and Bronze medals were awarded in all 36 Investment Management Association (IMA) sectors. The ultimate medal winners were those that ranked best in terms of investment return, low relative fund volatility, risk adjusted returns and for ‘manager skill’.

Fiducia Director Gordon Kearney commented: “The country is seeing a lot of negative news at present, most of it financial and even the ‘Big Event’ is getting a negative build up, which is very disappointing because this is a once in a lifetime event for the UK and the facilities themselves are outstanding. This is our small contribution to a ‘good news agenda’ and an antidote to the ‘spot the dog fund’ listings. So, yes, unashamedly it is a bit of fun, but let’s get in the spirit and celebrate excellence where it is deserved.

The overall winners of our Challenge were Aberdeen Asset Management with a total of 5 Gold, 1 Silver and 1 Bronze beating Henderson Global Investors into second place based on their Gold medal tally. M&G finished in the Bronze medal position.

Kearney commented: “It came as no surprise to us that Aberdeen have done so well – in the main they are a conservative house which has helped them navigate the ‘choppy waters’ of the last five years. It maybe significant that they employ a strong team discipline, which provides for greater continuity than the ‘star managers’ approach.” That is a debate that remains undecided.

We were also not surprised to see the medal table dominated by the larger institutions, Kearney commented “the ‘Big Event’ equivalent of the likes of M&G, Schroders and Fidelity would be China, Russia and the USA – the greater the size of the country and it’s population the more competitions they can compete in and there is a parallel in fund management.”

However the big boys didn’t have it all their own way with lesser known investment house, such as MFS Meridian bagging an impressive 2 Gold and 1 Bronze. It was also interesting to see that Threadneedle and First State, despite securing an impressive haul of 7 and 6 medals respectively, were beaten in the medal standing by lesser known Crystal due to our medal ranking system.

Full details of all the winners for each of the 36 sectors can be found on Fiducia’s website at:

If you would like to know more about how we as Financial Advisers can help you  with your Investments then visit the Investment Management section of  our website: Investment Management or send us email at: [email protected]

The information contained in our website is for guidance only and does not constitute advice which should be sought before taking any action. The information is based on our understanding of legislation, whether proposed or in force, and market practice at the time of writing. Levels, bases and reliefs from taxation may be subject to change. Accordingly, no responsibility can be assumed by Fiducia Wealth Management Limited, or any associated companies or persons, its officers or its employees, for any loss occurred in connection with the content hereof and any such action. Professional financial advice is recommended for every case.

Fiducia is a multi award-winning firm of Financial Advisers based in Dedham near Colchester situated in the heart of Constable Country on the Essex Suffolk border.

Fiducia Wealth Management Ltd. Dedham Hall Business Centre, Brook Street, Dedham, Colchester, Essex, CO7 6AD.

Fiducia Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority. FCA No. 408210

Fiducia Wealth Management
Posted in Investing, Tax Planning on 18.07.12