Award Winning

The Refinitiv Lipper Fund Award Winners were recently announced, and we are delighted that Verbatim was chosen as the winner of Best Small Asset Class over 3 years.

‘The legacy, reputation and quantitative underpinning of what these awards encapsulate, reflect a truly independent and uncompromised assessment of fund performance.’ Refinitiv.

We are extremely proud to be named as the recipient of this prestigious award. As we celebrate our 10-year anniversary, what better way to mark this milestone that this prestigious award, which highlights our ongoing commitment to generating consistently string risk adjusted returns for our clients.

The award stands as testament to the superior governance and oversight our solution receives from our investment committee and the wealth of experience of our fund managers.

April 2020

In addition to this recent award, all the Verbatim funds have individual Lipper ratings for consistent performance over 5 years. The Lipper Rating for Consistent Return identifies a fund that has provided relatively superior consistency and risk-adjusted returns when compared to a group of similar funds. Funds which achieve high ratings for Consistent Return may be the best fit for investors who value a fund's year-to-year consistency relative to other funds in a particular peer group

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