Winner: TwentyFour Select Monthly Income
The shortlisted companies are:
TwentyFour Select Monthly Income
Gam Star Cat Bond
Jupiter Financials Contingent Capital
Algebris Financial Credit
New City High Yield Fund
TwentyFour Select Monthly Income
Management group: TwentyFour Asset Management
Category: Specialist Bond Funds
Related benchmark used: AIC Loans & Bonds
One-year total return: 24.88
Five-year total return: 31.37
Assets/Market capitalisation: £201mn
Name of manager(s)/management team(s): Eoin Walsh, Felipe Villarroel, Gary Kirk & Mark Holman
Start date of longest serving manager(s)/management team(s): March 10, 2014
Gam Star Cat Bond
Management group: Fermat Capital Management
Category: Specialist Bond Funds
Related benchmark used: IA Specialist Bond
One-year total return: 15.79
Five-year total return: 32.53
Assets/Market capitalisation: £2bn
Name of manager(s)/management team(s): John Seo, Nelson Seo & Brett Houghton
Start date of longest serving manager(s)/management team(s): October 31, 2011
Jupiter Financials Contingent Capital
Management group: Jupiter
Category: Specialist Bond Funds
Related benchmark used: IA Specialist Bond
One-year total return: 15.52
Five-year total return: 29.51
Assets/Market capitalisation: £76mn
Name of manager(s)/management team(s): Luca Evangelisti
Start date of longest serving manager(s)/management team(s): July 1, 2020
Algebris Financial Credit
Management group: Algebris Investments
Category: Specialist Bond Funds
Related benchmark used: IA Specialist Bond
One-year total return: 15.45
Five-year total return: 30.2
Assets/Market capitalisation: £10bn
Name of manager(s)/management team(s): Sebastiano Pirro
Start date of longest serving manager(s)/management team(s): September 3, 2012
New City High Yield Fund
Management group: New City Investment Managers
Category: Specialist Bond Funds
Related benchmark used: AIC Loans & Bonds
One-year total return: 15.13
Five-year total return: 34.72
Assets/Market capitalisation: £285mn
Name of manager(s)/management team(s): Ian Francis
Start date of longest serving manager(s)/management team(s): November 1, 2007
