specialist

Winner

While the obvious strong run in commodities, resources and property is reflected in this year's shor...

While the obvious strong run in commodities, resources and property is reflected in this year's shortlist in this category, the winner of JPM Natural Resources was chosen based on the strength of the fund management, not the market's impressive underlying gains. The £398m fund was praised by the judges for its performance but the panel also singled out its manager, Ian Henderson, for his ability to consistently call his market correctly. His style of management sees him deliberately try to avoid investing in some of the large, blue-chip resources stocks. While the portfolio may look very d...