The judges were looking for a group with funds domiciled outside the UK that combines strong portfol...
The judges were looking for a group with funds domiciled outside the UK that combines strong portfolio performance with an excellent overall service proposition.
The winner in this category was up there with the best in terms of its fund performance but it was Fidelity's overall proposition that ensured it came out on top. Strong resources, top-of-the-range client communications, thought leadership, clear strategy and excellent fund performance are all hallmarks of the group, making it a deserved winner.
A measure of its success in these departments can be seen by the fact the group also made it on to the shortlist for the Best Commitment to Service Award.
But the judges were also impressed with Fidelity's ability to produce good quality returns across an extensive fund range. Smaller groups with a limited product line usually do particularly well in any analysis of overall fund strength but Fidelity managed to compete despite having 38 qualifying funds being judged. Its next closest rival in terms of number of funds had 14.
Meet the judges
Peter McGahan, Worldwide
Peter is the managing director of Worldwide Financial Planning, which is a team of specialist fee-based Independent Financial Advisers with offices throughout the UK. Prior to setting up WFP, Peter was a financial adviser for London and Manchester and Albany Life.
Aberdeen International Management (Ireland)
Axa Investment Managers
Russell Investment Group
Henderson Global Investors
Mellon Global Investments
MM Asset Management
West LB Asset Management (Lux)
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