Awards
-
-
Money Observer Fund Awards 2019
CFP SDL UK Buffettology Fund"CFP SDL UK Buffettology is a fifth-time winner in our awards, clinching the title of Best Larger UK Growth fund for the second year running, having been named the Best Smaller UK Growth fund for the previous three years. It has been a Money Observer Rated Fund since 2016.
It follows the methodology of Warren Buffett and has produced among the best returns in its peer group, while crucially taking a lower level of risk than many of its competitors. The fund has ballooned in size from £42 million in 2016 to £329 million a year ago and £872 million today."
-
-
Money Observer Fund Awards 2018
CFP SDL UK Buffettology Fund"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."
-
-
RSMR 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
-
-
Money Observer Rated Fund
CFP SDL UK Buffettology 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."
-
-
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."