Accolades

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  • Money Observer Fund Awards 2018

    "Warren Buffett is one of the greatest stockpickers of all time, and following his methodology has paid dividends for CFP SDL UK Buffettology. It is our Best Larger UK Growth fund this year, having being named the Best Smaller UK Growth fund in the previous three years. It has been a Money Observer Rated Fund since 2016. 

    Our awards criteria for smaller funds is that they should not be larger than £150 million, and this fund has seen its assets more than double in the past year – from £144 million to £329 million. Two years ago, it had just £42 million of assets. It has consistently ranked in the top quartile among its peer group."

     

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  • RSM Rated Fund

    We are delighted to announce that the CFP SDL UK Buffettology Fund has now officially been rated by RSMR.

    RSMR have rated the Fund for the following reasons:

    • Proprietary investment process 

    • Low portfolio turnover 

    • High active share

    • Multi-cap UK exposure

    • Strong performance since inception           

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  • Money Observer Rated Fund

    "Money Observer's Rated Funds are a mark of quality. They are a range of investment funds and investment trusts presented in easy-to-understand asset class groups. Our aim is to help private investors to pinpoint funds and trusts with consistent returns against a peer group or benchmark, or those which we believe are good choices in the current investment environment. 

    Money Observer Rated Funds consist of actively managed funds and investment trusts that have consistently outperformed their peer groups over the medium term. If you need to narrow down the playing field when looking for funds and trusts for your portfolio this could be a great place to start. Look for the Money Observer Rated Funds stamp as a sign of quality and consistency in fund management."

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  • Money Observer Fund Awards 2015-2017 

    2017 Award - "The Buffettology fund, which aims to replicate the investment style of legendary value investor Warren Buffett, has made it a hat-trick as it takes the title of Best Smaller UK Growth fund in our awards for the third year running.

    The fund, which launched in 2011, has seen its assets rocket to £144 million from just £42 million a year ago – our awards criteria for smaller funds is that they should not be larger than £150 million in assets, so if its success continues, this could be the last year it is eligible for this category."

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  • Investors Chronicle Top 100 Funds

    "The IC Top 100 Funds represents what we believe to be the best actively managed funds across all the major sectors and asset classes. We have made sure that whatever asset you want to invest in you should find something of interest in this list.."