We are proud to announce that on 2nd March, the Personal Trust Managed Fund won the 2016 Morningstar Fund Award for Best Aggressive Asset Allocation Fund.
The Morningstar awards are held annually to recognise funds that have delivered outstanding returns while maintaining prudent risk management over both the most recent year and the longer-term. One, three and five year figures are taken into account in calculating the winners. The Awards are designed to help investors identify the country’s most exceptional funds and fund managers for the previous years.
Glenn Moore has successfully managed the PT Managed Fund since its inception in 2007. Glenn has made a significant contribution to the Personal Trust fund range over the years and we are thrilled that his hard work and commitment to creating long-term value for our clients has been acknowledged.