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Chief Executive Officer, Chief Investment Officer and Portfolio Manager
The Thomson Reuters Lipper Awards recognize funds and fund management firms for their consistently strong risk-adjusted three-, five- and ten-year performance relative to their peers, based on Lipper’s proprietary performance-based methodology.
The St. James’s Place North American Fund’s Portfolio Manager is
“We are pleased to be recognized for the results from our investment process which involves identifying what we believe are the best businesses in
With offices in
Aristotle’s experienced corporate leadership team oversees a centralized support infrastructure to ensure that our distinct teams of investment professionals are able to focus on what they do best—seeking to add value to client portfolios. The company’s support infrastructure includes shared services, such as trading, compliance, operations and distribution. Please visit www.aristotlecap.com for more information.
About St. James’s Place Wealth Management
With £75.3 billion of client funds under management as of
*Past performance is not indicative of future results. The rankings shown may not be representative of an individual client’s portfolio because it is based on composite performance of the advisor’s strategy and is not indicative of the adviser’s future performance.
For more than three decades and in over 20 countries worldwide, the
The general methodology for selection of winners relies on the following criteria:
- Funds registered for sale in the respective country as of the end of the calendar year of the respective evaluation year.
- At least 36 months of performance history as of the end of the calendar year of the respective evaluation year.
- Lipper Global classifications with at least 10 distinct portfolios based on the primary share class definition, excluding residual classifications, institutional and other non-retail funds, private, closed-end, exchange-traded, insurance, and linked funds. (Please see regional exceptions in Section 2 Specific Methodology Issues below.)
- Asset classes: equity, bond, mixed-asset, commodity, and alternatives. Absolute Return funds screen over all asset types except real estate.
The currency for the calculation corresponds to the currency of the country for which the awards are calculated and relies on monthly data. Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60, and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five, or ten years. For a detailed explanation, please review the Lipper Leaders methodology document on http://lipperalpha.financial.thomsonreuters.com/lipper/our-methodology/. Fund classification awards are given to the company that has the day-to-day responsibility of investing and monitoring the assets under management within the fund’s portfolio in order to achieve the investment objectives of the fund. This company is also referred to as a portfolio management company or investment advisor. The award goes to the fund management company in case that no such company has been appointed or several such companies share the task.
The opinions expressed herein are those of
St. James’s Place