Released: 22 May 2002
London, 22nd May 2002: Rathbone Unit Trust Management Limited was awarded the Lipper Prize for Best UK Equity Fund Management Group at the Fund Strategy Awards on 17 May 2002.
Rathbone Unit Trust Management – which offers UK investors 10 funds including the recently launched Ethical Bond Fund – beat 62 other fund providers to the award.
Leading fund research company, Lipper used its own consistent return methodology score to calculate each company’s best performing funds (within their specific criteria) over a three year period. These scores were then averaged out for each fund house to give an overall company result and ranking.
Managing Director Peter Pearson Lund said: “This award, against distinguished competition, distinctly and uniquely proves the strength of Rathbones’ offering and the strength of our management team. Over the coming year we will look to continue to provide strong investment returns.”
Lipper’s UK head of Research Brian Harvey said: “Lipper, with its UK and Global service, is uniquely placed to assist the financial services industry in making sound investment decisions. Quality investment management needs to be recognised and this is what our award does.”
The Fund Strategy award is the latest in a number of accolades for Rathbones. On 13 March 2002 Standard & Poor’s ranked Rathbone Unit Trust Management as the Best Smaller Unit Trust company over five years while the Rathbone Smaller Companies Fund was awarded best fund in its sector for the third year running.
For further details
| Luther Pendragon | |
| Jon Bennett | rathbones@luther.co.uk |
| 0207 618 9100 | |
| Rathbones | |
| Peter Pearson Lund | peter.pearsonlund@rathbones.com |
| 0207 399 0190 | |
| Lipper | |
| Brian Harvey | brian.harvey@reuters.com |
| 0207 542 7509 |
Notes to editors
| Quartile Performance | 6 months | 1 Year | 3 Years | 5 Years | Micropal |
| Rathbone Capital Growth Fund | 2 | 3 | 1 | N/A |  |
| Rathbone Global Companies Fund (launched April 2001) | 4 | N/A | N/A | N/A | |
| Rathbone Income Fund | 1 | 1 | 1 | 1 | |
| Rathbone Income and Growth Fund | 1 | 1 | 1 | 1 | |
| Rathbone Smaller Companies Fund | 3 | 3 | 1 | 1 | |
| Rathbone Special Situations Fund | 1 | 1 | 1 | 1 | |
| Rathbone Technology Fund | 4 | 4 | N/A | N/A |
Source: S&P Micropal Offer to offer, net reinvestment. Data to 01.05.02. Scheme Particulars, Key Features and Application Forms may be obtained from Rathbone Unit Trust Management Ltd.
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