This week’s data covers the three years to 28 December 2018.
There were four new entrants to the Consistent 50 this week, joining from three different Investment Association sectors.
Ben Peters’ £2.6bn TB Evenlode Income fund and Ken Wotton’s £162m LF Gresham House UK Micro Cap fund held onto their fourth and fifth places respectively.
Methodology
The Consistent 50 is based on an assessment of all IA funds in the UK as monitored by Morningstar. Each fund is assessed for its consistency against other similarly invested vehicles as classified by IA sectors.
Gresham House plc (LON:GHE) is an AIM quoted specialist asset manager providing funds, direct investments and tailored investment solutions, including co-investment across a range of highly differentiated alternative investment strategies. Our expertise includes strategic public and private equity (private assets), forestry, renewable energy, housing and infrastructure, The Group aims to deliver sustainable financial returns and is committed to building long-term partnerships with clients, (institutions, family offices, high-net-worth individuals, charities and endowments and private individuals) to help them achieve their financial goals.