Blue Planet investment management

 BLUE PLANET - AWARDS / RATINGS / RECOGNITION


We are often asked if Blue Planet Investment Management Ltd or the Investment Trusts it manages won business / performance awards or received favourable media mentions? The following is a quick history of notable mentions, although further details can be obtained from the "latest news" section. 

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Year
Awards / Ratings / Recognition

2007

Money Observer, in their April 2007 issue, interviews Mr Kenneth Murray.
 
“It’s a small world: The global financial sector specialists at Blue Planet currently see few undervalued opportunities outside of Europe, reports Andrew Pitts.
 
Corporate mission statements can be bold, but this one takes some beating: “To be the best manager of financial stocks in the world.” Investors in any one of the trio of investment trusts managed by Blue Planet would agree that, if recent performance does the talking, Blue Planet has pretty much achieved its aim”
 
Details can be found under our "latest news" section (30th April 2007).

2007

The Blue Planet Worldwide Financials Investment Trust wins the Investment Trusts Magazine’s prestigious “Best Specialist Trust” award for 2006.
A copy of our advertisement acknowledging receipt of this award can be viewed as a pdf from the download section on this webpage (or click here).
Details can be found under our "latest news" section (16th April 2007).

2006

The Blue Planet European Financials Investment Trust wins the Investment Trusts Magazine’s prestigious “Best Specialist Trust” award for 2005.
A copy of the award can be viewed as a pdf from the download section on this webpage (or click here).
A copy of our advertisement acknowledging receipt of this award can be viewed as a pdf from the download section on this webpage (or click here).
Details can be found under our "latest news" section (24th April 2006).

2006

The Financial Times (FTfm) Interviews Mr Kenneth Murray: “Banking on the biggest and most persistent sector.” Philip Coggan, of the Financial Times, “talks to the chief executive of Blue Planet (Mr Kenneth Murray), the specialist investment company, who makes sure his group meets the banks other managers don’t reach.”

Details can be found under our "latest news" section (10th April 2006) or by clicking on the following link

2006

2006 Money Observer, in their April 2006 issue, interviews Mr Kenneth Murray.
"Masterplan of a self-made man"
“Blue Planet Investment Management runs three high-performing trusts with a strong financial bias. Lindsay Vincent talks to the firm’s proprietor and head of investment, Kenneth Murray, about his global strategies and his views on the UK”
Money Observer describes itself as “the UK's leading monthly investment and personal finance magazine” reflected in it “winning the Consumer Finance Magazine of the Year award for 3 out of the past 5 years.”

Details can be found under our "latest news" section (7th April 2006) or by clicking on the following link

2006
The Blue Planet Financials Growth & Income Investment Trust was tipped in the Investment Trusts Magazine (by Chris Macdonald of Brooks Macdonald Financial consulting, p10) in their “Six to succeed in 2006” article. 
 
In addition, in the magazine’s “focus on a specialist” feature (p46-47), in a piece titled “Blue chip performer”, Fiona Hamilton interviews Mr Kenneth Murray (lead manager) on “how he aims to keep volatility at bay” and how “since focusing on equities, particularly in Emerging Markets, the Blue Planet Trusts have leapt up the rankings.” Details can be found under our "latest news" section (17th Jan 2006) or by clicking on the following link.
2005

The Blue Planet European Financials Investment Trust was tipped by Money Week magazine. The full article can be found under our "latest news" section (21st Oct 2005) or by clicking on the following link

2005
The Blue Planet European Financials Investment Trust was tipped by the "Zurich Club Communiqué" newsletter as "an investment perfectly placed to profit from the huge growth forecast in East European Banking." The full article can be found under our "latest news" section (25th April 2005) or by clicking on the following link.
2005
The widely regarded McHattie Group’s “Investment Trust Newsletter” featured the Blue Planet European Financials I.T. in its April 2005 edition.  The full article can be found under our "latest news" section (14th April 2005) or by clicking on the following link.
2004
Standard & Poor’s Investment Trust rating – As at the 31st December 2004 the Investment Trusts managed by Blue Planet Investment Management Ltd were ranked as follows:
  • Blue Planet Financials Growth & Income Investment Trusts: 4 “Stars”
  • Blue Planet Worldwide Financials Investment Trust: 3 “Stars”
  • Blue Planet European Financials Investment Trust: 4 “Stars”
2003
Standard & Poor’s Investment Trust awards – Blue Planet Financials Growth & Income Units was awarded 1st Place over 3 years in the UK Investment Trust’s Sector Specialists Financials Sector.
2003
Standard & Poor’s Investment Trust awards – Blue Planet Financials Growth & Income Units was awarded 1st Place over 1 year in the UK Investment Trust’s Sector Specialists Financials Sector.
2002
Standard & Poor’s Investment Trust awards – Blue Planet Worldwide Financials was awarded 1st Place over 1 year in the UK Investment Trust’s Sector Specialists Financials Sector.
2001
Business a.m. – As per TrustNet, the Investment Trust performance agency, the Blue Planet Worldwide Financials Investment Trust and Blue Planet Financials Growth & Income Investment Trusts were ranked (respectively) the 3rd and 6th best performing Investment Trusts (across all sectors) over the past 12 months. The full article can be found under our "latest news" section (3rd Aug 2001) or by clicking on the following link
2001
Gazelle Award – “Blue Planet Investment Management qualified as one of Scotland’s fastest growing companies”
(Gazelle criteria: Registered in Scotland with a turnover >£100,000; 100% increase in turnover in the past 4 years; Positive operating profit and turnover in the past 4 years). The full article can be found under our "latest news" section (13th Apr 2001) or by clicking on the following link
2001
Investors’ Chronicle - Blue Planet European Financials Investment Trust was selected as 1 of its 7 Investment Trust “Tips of the Year.” The full article can be found under our "latest news" section (9th Feb 2001) or by clicking on the following link

Please click on the following link if you would like to know more:
Standardised Past Performance Table