Scottish Widows Investment Partnership (SWIP) was honoured with four awards at this year’s prestigious Lipper Fund Awards in London.
The award winning SWIP funds are:
SWIP Defensive Gilt fund (over both a 3 and 5 year period)
Award classification: Bond Pound Sterling
SWIP Japanese Smaller Companies fund (over a 10 year period)
Award classification: Equity
Japan Small and Mid Caps SWIP Multi Manager Global Real Estate fund (over a 3 year period) Award classification: Equity Sector Real Estate Holdings (Global)
Lipper recognises fund performance in most individual classifications for three, five, and ten year periods.
Simon Wombwell, director of Sales & Marketing at SWIP, comments:
“It is a fantastic achievement to be recognised for our performance in both equities and fixed income. The Lipper Fund Awards are well recognised internationally, highlighting SWIP’s investment returns to a global audience. In today’s uncertain environment awards such as this become especially important, helping SWIP demonstrate expertise to our clients and to the rest of the industry.”
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Notes to Editors
Scottish Widows Investment Partnership
1. SWIP’s ultimate parent is Lloyds Banking Group, one of the largest financial services groups in the UK.
2. SWIP has a geographically diverse client base with alliances, joint ventures and clients in the UK, across Europe, USA, Japan and Saudi Arabia.
3. SWIP is one of the UK and Europe’s largest fund managers with £142bn funds under management (Source: Internal, as at 31 December 2009).
4. SWIP has a broad client base, managing assets for Pension Funds, Charities, Local Authorities, Life Funds, Unit Trusts, OEICs, Off-Shore Funds and Specialist Funds across all asset classes.
5. SWIP has been awarded
- Moneywise Best Specialist Sector Fund in 2008 for the Scottish Widows Latin American fund
- Portfolio Adviser’s Best Government Bond Fund in 2008 for the SWIP Defensive Gilt fund.
- Financial Adviser ‘Five Star’ award recognising SWIP’s strength in the retail investment market in 2008.
- IFA Online has announced SWIP as the winner of the ‘Best Online Investment Provider’ in 2008
- Professional Pensions' Specialist & Alternative Investment Management Awards in the category of UK Fixed Income Manager of the Year
6. SWIP is authorised and regulated by the Financial Services Authority and is entered
