Fund Search
View the funds that we feature on our Recommended, Established or Positive Watch lists, or filter your search by IA Sector/Asset Manager.
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Fund Name | List Type | IA Sector | Asset Manager | ||
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abrdn Asia Pacific Equity | Asia Pacific excluding Japan | abrdn | |||
An Asia Pacific ex Japan equity fund that is invested predominately in larger companies. The approach is distinctly bottom-up, with the search for quality and growth at the forefront of the team's analysis. Within its sector, the fund features in our 'Larger-Cap, Blend' category. | |||||
abrdn Emerging Markets Income Equity | Global Emerging Markets | abrdn | |||
An emerging market equity income fund where the manager is focused upon high quality companies. The manager looks not only for attractive current dividend yields, but also for dividend growth. Within its sector, the fund features in our ‘Larger-Cap, Income and Growth’ category. | |||||
abrdn High Yield Bond | £ High Yield | abrdn | |||
The fund invests primarily in pan-European high yield bonds using a bottom-up driven investment approach. The team seeks to exploit inefficiencies in the pricing of credit in relation to company fundamentals, taking a long-term approach to this analysis. Within its sector, the fund features in our 'Primarily Pan-European High Yield, Flexible' category. | |||||
abrdn Strategic Bond | £ Strategic Bond | abrdn | |||
A flexibly managed, diversified fixed income fund. The managers aim to deliver attractive risk-adjusted returns through a combination of strategic allocation decisions, credit selection and tactical positioning. Within this sector, the fund features in our 'Dynamic' category. | |||||
abrdn UK Smaller Companies | UK Smaller Companies | abrdn | |||
A long-established UK smaller companies fund where the managers seek smaller companies that have the potential to grow into the large caps of the future. As the bias is to more established businesses, the fund is invested towards the larger end of the smaller company universe. Within its sector, the fund features in our 'Smaller-Cap, Growth' category. | |||||
Artemis Corporate Bond | £ Corporate Bond | Artemis | |||
A relatively concentrated portfolio of global investment grade corporate bonds managed in a pro-active and flexible manner. The portfolio may include off-benchmark positions in high yield, government bonds and cash. Within its sector, the fund features in our ‘High Conviction’ category. | |||||
Artemis Global Income | Global Equity Income | Artemis | |||
A globally-diversified, multi-cap equity income fund, which seeks to deliver a rising income with the potential for capital growth. The approach blends qualitative and quantitative disciplines and the fund has a value/contrarian flavour. Within its sector, the fund features in our 'All-Cap, Dynamic' category. | |||||
Artemis High Income | £ Strategic Bond | Artemis | |||
A hybrid fund, whose primary focus is the delivery of an attractive income stream from a large credit allocation, alongside a capital growth element through the equity portion. The fund has a minimum of 80% invested primarily in higher-yielding bonds, together with up to 20% in equities. Within its sector, the fund features in our 'Income Priority' category. | |||||
Artemis Income | UK Equity Income | Artemis | |||
A long-established UK equity income fund. The approach is based upon the assiduous analysis of company cash flows, with the managers seeking an attractive total return through the growth of both income and capital. Within its sector, the fund features in our 'Larger-Cap, Income and Growth' category. | |||||
Artemis Monthly Distribution | Mixed Investment 20% – 60% Shares | Artemis | |||
A mixed asset fund of bonds (around 55%) and global equities (around 45%) that aims to generate an attractive income, which is paid monthly. In seeking to achieve the objective, the managers think carefully about the balance between capital growth and security of income. Within its sector, the fund features in our 'Bond Biased, Primarily Global Bonds and Global Equities' category. | |||||
Artemis UK Select | UK All Companies | Artemis | |||
An unconstrained and flexibly-managed UK equity fund. The managers seek under-appreciated ideas from across the market-cap spectrum, using a bottom-up approach that is applied with passion and conviction. Within its sector, the fund features in our 'All-Cap, Blend' category. | |||||
Artemis US Smaller Companies | North American Smaller Companies | Artemis | |||
A North American equity fund that invests in small to medium-sized companies. The team focuses on companies with growth prospects that have been underestimated or overlooked by the market, but which they believe have great potential. Within its sector, the fund features in our ‘Smaller to Mid-Cap, Growth-Biased’ category. | |||||
Aviva Investors Multi-Strategy Target Return | Targeted Absolute Return | Aviva Investors | |||
A globally diversified, multi-asset fund using an approach that blends return-seeking and risk-reducing strategies. The fund targets a gross return of the base rate +5% p.a. on a 3-year view. Within its sector, the fund features in our 'Multi-Asset, Diversified' category. | |||||
AXA Framlington American Growth | North America | AXA Framlington | |||
A North American equity fund that has an overt growth style. The focus is on companies that have the ability to grow their top-line regardless of economic conditions. Within its sector, the fund features in our 'Larger-Cap, Growth' category. | |||||
AXA Framlington Global Sustainable Managed | Mixed Investment 40% – 85% Shares | AXA Framlington | |||
An equity-biased fund (75-85%), managed with a focus upon quality, compounding growth companies that are in a position to benefit from long-term structural trends and demonstrate sustainable characteristics. Within its sector, the fund features in our 'Equity Biased, Primarily Global Equities (with a UK Bias) and Global Bonds' category. | |||||
AXA Framlington UK Mid Cap | UK All Companies | AXA Framlington | |||
A UK equity fund that invests in mid-cap stocks. The approach combines structural growth themes with detailed company analysis. Within its sector, the fund features in our 'Dedicated Mid-Cap' category. | |||||
AXA Framlington UK Select Opportunities | UK All Companies | AXA Framlington | |||
A multi-cap UK equity fund managed according to a 'growth at the right price' approach. In seeking investment ideas, the manager combines structural growth themes with detailed company analysis. Within its sector, the fund features in our 'Growth-Biased' category. | |||||
AXA Sterling Credit Short Duration Bond | £ Corporate Bond | AXA | |||
A conservatively managed investment grade bond fund that focuses on the short-dated, final maturity date (or call date) of less than five years segment of the market. Within its sector, the fund features in our 'Investment Grade Credit, Short Duration' category. | |||||
Baillie Gifford Global Alpha Growth | Global | Baillie Gifford | |||
A global equity fund using an approach that is underpinned by a focus on earnings growth and draws on the ideas of the group's regional portfolio management teams. Within its sector, the fund features in our 'Larger-Cap, Growth' category. | |||||
Baillie Gifford High Yield Bond | £ High Yield | Baillie Gifford | |||
A globally invested high yield bond fund. With fundamental credit analysis at its heart, it is managed with a long-term mentality and is fully invested in the team’s best ideas. Within its sector, the fund features in our ‘Global High Yield, High Conviction’ category. | |||||
Baillie Gifford Japanese | Japan | Baillie Gifford | |||
A long-established Japanese equity fund managed by growth-orientated investors. Proprietary research and low turnover are hallmarks of the approach. Within its sector, the fund features in our 'Larger-Cap, Growth' category. | |||||
Baring Europe Select | European Smaller Companies | Baring | |||
A European ex UK smaller companies equity fund. The team focuses on companies with growth prospects that have not been appreciated by the market and have the potential to deliver earnings surprises. As a relatively large fund, the average size of companies held in the fund is larger than small-cap indices and peers. Within its sector, the fund features in our 'Smaller-Cap, Blend' category. | |||||
BlackRock Continental European Income | Europe excluding UK | BlackRock | |||
A European equity income fund that aims to achieve an above average income without sacrificing capital growth. The approach is based upon rigorous and disciplined fundamental research combined with risk controls. Within its sector, the fund features in our 'Dividend Focus' category. | |||||
BlackRock Corporate Bond | £ Corporate Bond | BlackRock | |||
An investment grade corporate bond fund with a flexible mandate. The approach typically incorporates a range of investment strategies, including off-benchmark opportunities. Within its sector, the fund features in our 'Dynamic' category. | |||||
BlackRock Gold & General | Specialist | BlackRock | |||
The fund invests in gold, mining and precious metal related stocks, with the managers using a flexible approach that acknowledges the inherent volatility and cyclicality of the natural resources sector. The fund represents an effective way to gain exposure to primarily gold shares across the market-cap spectrum. It does not hold physical gold or metal. Within its sector, the fund features in the 'Equities, All-Cap, Gold & Precious Metals' category. | |||||
BNY Mellon Global Income | Global Equity Income | BNY Investments | |||
A global equity income fund where positioning is heavily influenced by the firm's macro-economic expectations and thematic insights. At the same time, the team adheres to a strict dividend discipline with a view to ensuring that the portfolio delivers an income premium. Within its sector, the fund features in our 'Larger-Cap, Dividend Sustainability' category. | |||||
BNY Mellon Long-Term Global Equity | Global | BNY Investments | |||
Ideas for this global equity fund are generated in a strongly collegiate manner, with the investment teams seeking companies that have the potential to generate meaningful real rates of returns over the long term. Within its sector, the fund features in our 'Larger-Cap, Growth' category. | |||||
BNY Mellon Real Return | Targeted Absolute Return | BNY Investments | |||
A globally diversified, multi-asset fund that is structured around the team's global themes. The fund is constructed with a return-seeking core combined with a series of offsetting risk positions. The fund's performance aspiration is 4% p.a. above SONIA (30-day compounded) before fees over 5 years. Within its sector, the fund features in our 'Multi-Asset, Directional' category. | |||||
BNY Mellon US Equity Income | North America | BNY Investments | |||
A US equity income strategy with a strong heritage, managed by experienced practitioners. Alongside the search for companies with high current incomes and solid dividend growth is an unwavering focus upon valuation. The fund features in our ‘Larger-Cap, Value - Dividend Strategy’ category. | |||||
CT European Select | Europe excluding UK | Columbia Threadneedle | |||
A European equity fund whereby the team has a singular focus upon businesses with robust business models that are in a position to deliver superior returns, selected against the framework of 'Porter's Five Forces'. Within its sector, the fund features in our 'Larger-Cap, Growth' category. | |||||
CT Global Focus | Global | Columbia Threadneedle | |||
This concentrated global equity fund is managed with a distinctive growth style and focused on larger-cap companies with strong and sustainable competitive positions. Preferred stocks demonstrate relatively steady or compounding growth characteristics. Within its sector, the fund features in our 'Larger-Cap, Growth' category. | |||||
Fidelity Asia | Asia Pacific excluding Japan | Fidelity | |||
A flexible, large and mid-cap Asia ex Japan equity fund. The manager seeks to identify companies that are trading at discounts to his view of intrinsic value, with the fund managed according to a 'growth at the right price' ethos. Within its sector, the fund features in our 'Larger-Cap, Growth-Biased' category. | |||||
Fidelity European | Europe excluding UK | Fidelity | |||
A European equity fund investing in companies that display sustainable growth characteristics. The bias to high quality companies that can grow their dividends is paired with a strong valuation discipline and risk awareness. Within its sector, the fund features in our 'Larger-Cap, Growth Biased' category. | |||||
Fidelity Global Dividend | Global Equity Income | Fidelity | |||
An unconstrained global equity income fund that is managed with a view to delivering a superior yield compared to the global equity index. The manager takes a relatively conservative approach, focusing on companies with predictable and consistent cashflows. Within its sector, the fund features in our 'Larger-Cap, Conservative' category. | |||||
Fidelity MoneyBuilder Balanced | Mixed Investment 40% – 85% Shares | Fidelity | |||
A mixed asset fund that has a strategic asset allocation of 65% in UK equities and 35% in UK fixed income. The approach is conservative and focused upon delivering an attractive and regular level of income that is paid monthly. Within its sector, the fund features in our 'Equity Biased, Primarily UK Equities and UK Bonds' category. | |||||
Fidelity MoneyBuilder Dividend | UK Equity Income | Fidelity | |||
A UK equity income fund with a focus on delivering a high and growing dividend. With this in mind, the manager focuses on high quality, large-cap companies with robust cashflows, investing according to the mantra 'safety of income at a reasonable price'. Within its sector, the fund features in our 'Larger-Cap, Dividend Sustainability' category. | |||||
Fidelity Sustainable MoneyBuilder Income | £ Corporate Bond | Fidelity | |||
A diversified investment grade corporate bond fund that is managed according to a ‘sustainability’ framework. The approach is relatively conservative and there are clear guidelines with regard to relative duration positioning and the allocation to non-investment grade credit. Within its sector, the fund features in our 'Flexible' category. | |||||
First Sentier Global Listed Infrastructure | Infrastructure | First Sentier | |||
A specialist global equity fund with a sole focus on investing in companies with high quality infrastructure assets with a view to providing 'real' income and capital growth. The approach is bottom-up, valuation driven and includes detailed stock modelling and monitoring. | |||||
FTF ClearBridge Global Infrastructure Income | Infrastructure | Franklin Templeton | |||
A specialist global equity fund dedicated to investing in companies with high quality infrastructure assets, with a view to delivering a sustainable level of income and capital growth. The performance objective is to deliver a return above inflation on a 5-year view, with income being an important component of the total return. | |||||
FTF Martin Currie UK Managers' Focus | UK All Companies | Franklin Templeton | |||
A flexible, all-cap UK equity fund, managed by a close-knit team of UK equity specialists. The approach is designed to capture the team's best ideas within a single, carefully overseen vehicle. Within its sector, the fund features in our 'All-Cap, Blend' category. | |||||
FTF Martin Currie UK Mid Cap | UK All Companies | Franklin Templeton | |||
A UK equity fund that invests in mid-cap stocks. The approach is primarily bottom-up in nature, managed with a focus upon high quality companies with strong balance sheets. Within its sector, the fund features in our 'Dedicated Mid Cap' category. | |||||
FTF Martin Currie UK Smaller Companies | UK Smaller Companies | Franklin Templeton | |||
A UK smaller companies fund that is thoughtfully constructed in order to provide balanced and diversified exposure to this asset class. The approach is long-term in nature and the managers are focused upon higher quality companies with strong balance sheets. Within its sector, the fund features in our 'Smaller-Cap, Flexible' category. | |||||
Fundsmith Equity | Global | Fundsmith | |||
A concentrated global equity fund that is managed with a distinctive approach and focused upon companies with particular characteristics. The fund only invests in developed market companies that the managers believe offer very predictable and sustainable growth by generating high returns on capital invested in the business. Within its sector, the fund features in our 'Larger-Cap, Growth' category. | |||||
Goldman Sachs Emerging Markets Equity Portfolio | Global Emerging Markets | Goldman Sachs | |||
A global emerging markets equity fund that typically has a meaningful exposure to mid/small caps. The team seeks growth opportunities in the region, whilst also paying heed to relative valuations. Within its sector, the fund features in our 'All-Cap, Growth-Biased' category. | |||||
Goldman Sachs Global High Yield Portfolio | Global High Yield Bond | Goldman Sachs | |||
A global high yield bond fund, with a bias to US issuers. The approach is based upon credit research combined with global economic and market analysis to inform the fund’s aggregate credit risk. Relative to other high yield bond funds, it features in our 'Global High Yield (US Biased), Total Return Focus' category. | |||||
Goldman Sachs Japan Equity Partners Portfolio | Japan | Goldman Sachs | |||
A focused, larger-cap, benchmark-agnostic Japanese equity portfolio which favours companies that demonstrate sustainable and growing business models. The highly experienced Tokyo-based team is led by Ichiro Kosuge, who has been investing in growth stocks for over three decades. Within its sector, the fund features in our ‘Larger-Cap, Growth’ category. | |||||
Guinness Global Energy | Commodities and Natural Resources | Guinness | |||
A specialist equity fund that invests in the shares of energy companies. The managers have a value-biased style and they look for opportunities in mid-cap exploration, production and service companies as well as in the oil majors and large-cap energy stocks. Within its sector, the fund features in our ‘Global Equity - Energy' category. | |||||
Invesco Asian | Asia Pacific excluding Japan | Invesco | |||
An Asia Pacific ex Japan equity fund that is managed according to a valuation-aware investment approach. The manager seeks to capitalise upon market inefficiencies to invest in stocks trading at a discount to his view of intrinsic value. Within its sector the fund features in our 'All-Cap, Value-Biased' category. | |||||
Invesco Corporate Bond | £ Corporate Bond | Invesco | |||
A flexibly-managed investment grade bond fund. The approach is value-driven, with the managers prepared to express their high conviction views on the value available in different parts of the corporate bond market. Within its sector, the fund features in our 'High Conviction' category. | |||||
Invesco Distribution | Mixed Investment 20% – 60% Shares | Invesco | |||
A mixed asset fund of bonds, equities and cash, with a permanent bias to bonds. The approach seeks to combine a consideration for income, which is paid monthly, with a concern for long-term capital growth. Within its sector, the fund features in our 'Bond Biased, Primarily Pan-European Bonds and UK Equities' category. | |||||
Invesco Global Emerging Markets | Global Emerging Markets | Invesco | |||
An emerging market equity fund where the manager looks for stocks that are trading below fair value, whilst also favouring conservative balance sheets. Within its sector, the fund features in our 'Larger-Cap, Value-Biased' category. | |||||
Invesco Monthly Income Plus | £ Strategic Bond | Invesco | |||
A monthly income-paying fund that invests primarily in fixed income, but can also hold up to 20% in equities. The approach is value-driven, with the managers prepared to express high conviction views where they see the greatest opportunity. Within its sector, the fund features in our 'Income Priority' category. | |||||
Invesco Tactical Bond | £ Strategic Bond | Invesco | |||
An unconstrained, highly flexible bond fund. The managers are prepared to express strong views according to their perceptions of absolute and relative value. In so doing, they are not afraid to stand apart from the crowd. Within its sector, the fund features in our 'High Conviction' category. | |||||
Janus Henderson Absolute Return | Targeted Absolute Return | Janus Henderson | |||
An equity fund that incorporates long and short positions in UK and overseas companies, managed with a view to delivering positive performance and limiting drawdowns. The net exposure to equities is adjusted pro-actively according to the perceived opportunity set. The approach is informed by the managers' top-down views and industry factors affecting firms. Within its sector, the fund features in our 'Long/Short Equity, Conditionally Directional' category. | |||||
Janus Henderson European Selected Opportunities | Europe excluding UK | Janus Henderson | |||
A European equity fund that blends the fundamental analysis of companies with global sector themes. The fund is not strongly stylised, although the managers maintain a firm valuation discipline, with the portfolio featuring a mix of structural winners and idiosyncratic value opportunities. Within its sector, the fund features in our 'Larger-Cap, Blend' category. | |||||
Janus Henderson Strategic Bond | £ Strategic Bond | Janus Henderson | |||
A flexibly managed, diversified bond fund. The managers aim to maximise returns using an approach that combines strategic and tactical positioning, expressing their views through allocations to government and credit markets. Within its sector, the fund features in our 'Dynamic' category. | |||||
JOHCM Continental European | Europe excluding UK | JOHCM | |||
A European equity fund whereby the manager positions the portfolio according to his top-down outlook and focus on long-term themes. His active style means stock turnover is elevated, although the manager is always cognisant of diversification and relative risks. Within its sector, the fund features in our 'Larger-Cap, Blend' category. | |||||
JOHCM Global Opportunities | Global | JOHCM | |||
A concentrated global equity fund that draws on the team's philosophy of investing in companies with sustainably strong cashflows and growth characteristics. The manager sees the permanent impairment of capital as the key risk to investors and in this sense, he runs the fund with an absolute mindset, rather than a benchmark-relative mindset. Within its sector, the fund features in our 'Larger-Cap, Total Return Mindset' category. | |||||
JOHCM UK Opportunities | UK All Companies | JOHCM | |||
A concentrated UK equity fund that draws on the team’s philosophy of investing in companies with sustainably strong cashflows and growth characteristics. The team regards the permanent impairment of capital as the key risk to investors and in this sense, the managers run the fund with an absolute mindset, rather than a benchmark-relative mindset. Within its sector, the fund features in our ‘Larger-Cap, Total Return Mindset’ category. | |||||
JPM Asia Growth | Asia Pacific excluding Japan | JP Morgan | |||
A high conviction, Asia Pacific ex Japan equity fund. The approach is based upon the identification of companies with superior growth and quality credentials. Within its sector, the fund features in our 'Larger-Cap, Growth-Biased' category. | |||||
JPM Europe Dynamic (ex-UK) | Europe excluding UK | JP Morgan | |||
A European equity fund that is based upon the tenets of behavioural finance investing. The approach is highly disciplined at all stages and its objective nature means the fund is always fully invested and constantly rotating to the areas found to be most attractive. Within its sector, the fund features in our 'Larger-Cap, Blend' category. | |||||
JPM Multi-Asset Income | Mixed Investment 20% – 60% Shares | JP Morgan | |||
An income-focused, multi-asset fund. The approach is flexible, and, while income generation is a priority, the fund does not over-reach for yield, paying out its 'natural' rate of income. The fund is globally diversified by asset class and holdings with a view to controlling risk. Within its sector, the fund features in our 'Flexible Mix, Primarily Global Bonds and Global Equities' category. | |||||
JPM UK Dynamic | UK All Companies | JP Morgan | |||
A UK equity fund that is managed according to the tenets of behavioural finance investing. The approach is highly disciplined at all stages and its objective nature means the fund is always fully invested and constantly rotating to the areas found to be most attractive. Within its sector, the fund features in our 'Larger-Cap, Blend' category. | |||||
JPM US Equity Income | North America | JP Morgan | |||
A North American equity fund that seeks to generate a yield of 1% above that of the index. The portfolio is managed according to a well-established value approach, married with a yield discipline. Within its sector, the fund features in our 'Larger-Cap, Value - Dividend Strategy' category. | |||||
Jupiter European | Europe excluding UK | Jupiter | |||
A European equity fund that is managed with a bottom-up approach. The managers seek companies with strong business models that have secular growth characteristics and sustainable returns. Within its sector, the fund features in our 'Larger-Cap, Growth' category. | |||||
Jupiter Japan Income | Japan | Jupiter | |||
A Japanese equity fund that offers a yield premium compared to the market. The managers focus upon companies that have both the ability, and the willingness, to increase dividend distributions. Within its sector, the fund features in our 'Income and Growth' category. | |||||
Jupiter Strategic Bond | £ Strategic Bond | Jupiter | |||
An unconstrained bond fund, managed flexibly, according to the manager's identification of long-term value. The approach combines the manager's holistic macro views with stock-specific analysis. Within its sector, the fund features in our 'Dynamic' category. | |||||
Jupiter UK Alpha | UK All Companies | Jupiter | |||
A concentrated, high conviction UK equity fund, invested primarily in larger-cap stocks. The managers can be contrarian in their approach and manage the fund with a long-term investment time horizon. Within its sector, the fund features in our 'Larger-Cap, Blend' category. | |||||
Jupiter UK Dynamic Equity | UK All Companies | Jupiter | |||
A UK equity fund with a value bias. The fund currently sits in our ‘Value-Biased’ category. | |||||
Lazard Emerging Markets | Global Emerging Markets | Lazard | |||
A global emerging markets equity fund whereby the team searches for high quality, financially productive companies that are mis-priced by the market. Although not an outright value fund, the managers’ search for under-appreciated stocks can result in a contrarian tilt within the portfolio. Within its sector, the fund features in our 'Larger-Cap, Value-Biased' category. | |||||
Legal & General Active Global High Yield Bond | £ High Yield | Legal & General | |||
A flexibly-managed, global high yield bond fund that can include emerging market high yield bonds. The team's view of the macro backdrop sets the framework for the fund's aggregate credit risk profile and guides bottom-up credit selection. Within its sector, the fund features in our 'Global High Yield, Flexible' category. | |||||
Legal & General Active Sterling Corporate Bond Plus | £ Corporate Bond | Legal & General | |||
A diversified investment grade bond fund that aims to provide an attractive level of income, paid monthly. The approach is risk aware, with the managers aiming to deliver returns in an incremental fashion compared to the index. The fund features in our ‘Flexible’ category | |||||
Legal & General Multi-Asset Target Return | Targeted Absolute Return | Legal & General | |||
A globally diversified, multi-asset fund, with the team seeking to incorporate complementary sources of return with portfolio insurance strategies. The fund's performance aspiration is 5% p.a. above base rate (before fees) over a rolling 3-year period. Within its sector, the fund features in our 'Multi-Asset, Diversified' category. | |||||
Liontrust European Dynamic | Europe excluding UK | Liontrust | |||
A European equity fund managed with a focus upon cash flows and the forensic analysis of company reports and accounts. It is bottom-up in nature and its composition changes through time in response to the managers’ objective assessments of company profitability. Within its sector, the fund features in our ‘Larger-Cap, Blend’ category. | |||||
Liontrust UK Micro Cap | UK Smaller Companies | Liontrust | |||
A UK micro-cap fund whereby the managers use a well-established and distinctive process to identify businesses that have durable competitive advantages. The ‘Economic Advantage’ approach focuses upon intangible strengths that are difficult to replicate and support structural growth. Within its sector, the fund features in our ‘Micro-Cap, Growth’ category. | |||||
Liontrust UK Smaller Companies | UK Smaller Companies | Liontrust | |||
A UK smaller companies fund whereby the managers use a well-established and distinctive process to identify businesses that have durable competitive advantages. The 'Economic Advantage' approach focuses upon intangible strengths that are difficult to replicate and support structural growth. Within its sector, the fund features in our 'Smaller-Cap, Growth' category. | |||||
M&G Corporate Bond | £ Corporate Bond | M&G | |||
A diversified investment grade bond fund with a relatively conservative mandate. The approach combines macro-economic analysis with proprietary credit research. Within its sector, the fund features in our 'Flexible' category. | |||||
M&G Emerging Markets Bond | Global Emerging Markets Bond – Blended | M&G | |||
An emerging markets bond fund that has the flexibility to invest across the emerging debt market universe, with the ability to hold sovereign and corporate debt, in both hard and local currencies. The approach combines macro views with detailed credit analysis to identify the best ideas from across the asset class. Within its sector, the fund features in our 'Emerging Market Debt, Flexible' sector. | |||||
M&G Episode Income | Mixed Investment 20% – 60% Shares | M&G | |||
A diversified multi-asset fund, managed with flexibility but against the backdrop of a robust valuation framework. The managers wish to deliver an attractive total return through the growth of both income and capital. Therefore, while the fund pays a monthly income, the managers are also keenly aware of the importance of maintaining and growing the value of the capital base. Within its sector, the fund features in our 'Flexible Mix, Primarily Global Bonds and Global Equities' category. | |||||
M&G Global Dividend | Global Equity Income | M&G | |||
The search for dividend growth through the cycle, rather than simply a high starting yield, is at the heart of the approach to managing this global equity fund. The manager also runs the fund with an innate sense of value and is willing to take strong positions in stocks when he sees a valuation opportunity. Within its sector, the fund features in our 'Larger-Cap, Income and Growth' category. | |||||
M&G Global Emerging Markets | Global Emerging Markets | M&G | |||
An emerging market equity fund that is underpinned by in-depth stock research, investing across high quality, restructuring and growth companies. The team has a strong focus on valuation, and they invest with a long-term mindset. Within its sector, the fund features in our 'Larger-Cap, Value' category. | |||||
M&G Global Listed Infrastructure | Infrastructure | M&G | |||
A specialist global equity fund with a sole focus on investing in companies with high quality infrastructure assets, with a view to delivering sustainable income and capital growth over the long term. The approach is stock specific, focusing on a company's capital discipline and long-term growth potential. | |||||
M&G North American Dividend | North America | M&G | |||
A high conviction North American equity fund that is underpinned by the search for dividend growth. The approach is based upon identifying stocks with dividend growth prospects, rather than prioritising a high initial yield. Within its sector, the fund features in our 'Larger-Cap, Income and Growth' category. | |||||
M&G Optimal Income | £ Strategic Bond | M&G | |||
An unconstrained fixed income fund that can also invest up to 20% in equities. The fund's flexible mandate allows the manager to invest across the fixed income spectrum according to the economic outlook and the investment opportunity. He is willing to express his views with conviction. Within its sector, the fund features in our 'Dynamic' category. | |||||
M&G Strategic Corporate Bond | £ Corporate Bond | M&G | |||
A flexibly managed investment grade bond fund. The approach combines macro-economic analysis with proprietary credit research. Within its sector, the fund features in our ‘Dynamic’ category. | |||||
Man GLG Continental European Growth | Europe excluding UK | Man GLG | |||
A focused European equity fund where the manager has an unwavering focus on growth stocks. He categorises his ideas into two types: 'Established Leaders' and 'Emerging Winners'. The resultant portfolio can be idiosyncratic in nature but he has a very clear vision of return drivers for the stocks that feature in the portfolio. Within its sector, the fund features in our 'Larger-Cap, Growth' category. | |||||
Man GLG High Yield Opportunities | £ High Yield | Man GLG | |||
A long-biased, unconstrained global high yield bond fund that is managed with a “go anywhere” mindset. The approach is based upon rigorous credit research to identify mispriced opportunities in any high yield market, regardless of the benchmark. Within its sector, the fund features in our ‘Global High Yield, Flexible’ category. | |||||
Man GLG Japan CoreAlpha | Japan | Man GLG | |||
A long-established Japanese equity fund investing primarily in large-cap companies. The team is highly disciplined in the search for undervalued stocks and hence, the fund has a permanent value/contrarian style. Within its sector, the fund features in our 'Larger-Cap, Value' category. | |||||
Man GLG Undervalued Assets | UK All Companies | Man GLG | |||
Offers investors a portfolio of UK equities, managed using a distinctive investment methodology. The fund is a multi-cap strategy with a contrarian value approach, seeking material undervaluation of assets or returns on capital. Within its sector, the fund features in our 'Value-Biased' category. | |||||
Ninety One Diversified Income | Mixed Investment 0% – 35% Shares | Ninety One | |||
A defensively-managed, mixed asset fund that aims to deliver an attractive and sustainable income with some capital growth over the long term. The annual yield target is between 4% and 6%. The focus is upon resilient assets and the limitation of downside risk. It is suited to investors seeking a relatively conservative risk/return outcome. Within its sector, the fund features in our 'Income Priority, Globally Diversified Asset Allocation' category. | |||||
Ninety One Global Gold | Specialist | Ninety One | |||
The fund invests in companies that are involved in the mining and production of gold and precious metals. The team uses a rigorous and data-rich investment process. The fund represents an effective way to gain exposure to primarily gold shares Within its sector, the fund features in the 'Equities, All-Cap, Gold & Precious Metals' category. | |||||
Ninety One UK Special Situations | UK All Companies | Ninety One | |||
A contrarian UK equity fund that is managed according to a value strategy. Philosophically, the managers look to understand why conventional wisdom may be wrong, in doing so seeking to invest in companies that are priced at a significant discount to their true worth. Within its sector, the fund features in our 'Value-Biased' category. | |||||
Nomura Funds Global Dynamic Bond | £ Strategic Bond | Nomura | |||
A globally invested fixed income fund that is managed without constraints with a view to maximising total returns. The flexibility of the mandate permits the use of a wide range of instruments and investment strategies. Within its sector, the fund features in our 'High Conviction' category. | |||||
Nomura Funds Japan High Conviction | Japan | Nomura | |||
A high conviction, concentrated Japanese equity fund that invests across the market cap spectrum. The fund is managed in an unconstrained fashion with the managers' adopting a purest growth approach. Within its sector, the fund features in our 'Larger-Cap, Growth' category. | |||||
Orbis OEIC Global Balanced | Mixed Investment 40% – 85% Shares | Orbis | |||
A multi-asset fund with no set bond / equity allocations, with the managers taking a holistic approach to balancing risk and return. The fund is managed with a distinct and naturally contrarian approach, with a focus upon intrinsic value and consideration of a company's entire capital structure. Within its sector, the fund features in our 'Flexible Mix, Primarily Global Bonds and Global Equities' category. | |||||
Orbis OEIC Global Cautious | Mixed Investment 20% – 60% Shares | Orbis | |||
A multi-asset fund with no set cash/bond/equity allocations, with the managers taking a holistic approach to balancing risk and return. The fund is managed using a distinctive, naturally contrarian approach, with a focus upon intrinsic value and consideration of a company’s entire capital structure. Within its sector, the fund features in our ‘Flexible Mix, Primarily Global Bonds and Global Equities’ category. | |||||
Orbis OEIC Global Equity (Standard) | Global | Orbis | |||
A concentrated global equity fund which is managed in a highly collegiate fashion, using a long-standing and distinctive investment approach. The process is characterised by the search for mis-priced stocks and, while they are always conscious of valuation, this does not preclude them from investing in what they regard as unloved growth stocks. Within its sector, the fund features in our 'Large-Cap, Blend' category. | |||||
Polar Capital Global Insurance | Financials and Financial Innovation | Polar | |||
A specialist equity fund that invests in the insurance sector, with a focus on non-life insurers and reinsurance companies. The managers aim to invest in best-in-class companies, which often leads them to smaller and mid-sized businesses with focused underwriting strategies. The fund represents an effective way to gain exposure to the non-life insurance industry. Within its sector, the fund features in our ‘Global Equity – Insurance’ category. | |||||
Polar Capital Global Technology | Technology and Technology Innovations | Polar | |||
A specialist equity fund that invests in the technology sector, with an emphasis on companies with high growth potential. The approach is framed by the team's thematic research and as a result, there is an emphasis upon innovative companies that have disruptive new technologies. Within its sector, the fund features in our 'Global Equity - Technology' category. | |||||
Premier Miton Corporate Bond Monthly Income | £ Corporate Bond | Premier Miton | |||
An actively managed corporate bond fund where the managers focus upon higher quality bonds issued by stable, investment grade companies. Within its sector, the fund features in our 'Dynamic' category. | |||||
Rathbone Global Opportunities | Global | Rathbones | |||
A developed market global equity fund whereby the managers are focused upon large and mid-cap companies with strong growth characteristics. In targeting growth companies with specific attributes, the portfolio has permanent sector biases. They also seek to temper overall portfolio risk by allocating to more defensive, stable growth names. Within its sector, the fund features in our 'Mid to Larger-Cap, Growth' category. | |||||
Rathbone Income | UK Equity Income | Rathbones | |||
A UK Equity fund that seeks dividend-paying opportunities in mid and larger-cap stocks. The approach is based upon ten core investment principles, which manifests themselves in the three areas of risk management, the assessment of a company's quality and its valuation. Within its sector, the fund features in our 'Mid to Larger-Cap, Income and Growth' category. | |||||
Royal London Corporate Bond | £ Corporate Bond | Royal London | |||
An investment grade bond fund managed with a strong focus upon credit selection. The approach emphases the team's specialism in identifying structured / securitised bonds and unrated issues. Within its sector, the fund features in our 'Specialist Credit, Investment Grade Bias' category. | |||||
Royal London Sterling Extra Yield Bond | £ Strategic Bond | Royal London | |||
A fixed income fund that invests across the credit spectrum with a focus upon income delivery. Proprietary credit analysis, combined with the manager's deep market experience, means that opportunities are often sought in structured/securitised bonds and unrated issues, where the fund can benefit from liquidity premium. Within its sector, the fund features in our 'Income Priority' category. | |||||
Royal London UK Equity Income | UK Equity Income | Royal London | |||
A UK Equity fund that seeks dividend-paying opportunities in mid and larger-cap stocks. Stock analysis is focused upon the growth and sustainability of cash flows and a company's dividend growth. Within its sector, the fund features in our 'Mid to Larger-Cap, Income and Growth' category. | |||||
Royal London UK Government Bond | UK Gilts | Royal London | |||
The fund invests primarily in conventional UK government bonds, but may also invest in inflation-linked gilts and overseas fixed income opportunities. The portfolio incorporates strategic and tactical positions and through active management, the managers seek to generate incremental additional performance from the gilt market in a risk-controlled manner. Within its sector, the fund features in our 'UK Sovereign Bond' category. | |||||
Schroder Asian Alpha Plus | Asia Pacific excluding Japan | Schroders | |||
A best ideas Asia Pacific ex Japan equity fund where the managers have a focus upon earnings, sustainable returns and solid valuation support. The approach is flexible and benefits from the experience of the managers, together with the breadth of the research resource. Within its sector, the fund features in our 'Larger-Cap, Blend' category. | |||||
Schroder Asian Income | Asia Pacific excluding Japan | Schroders | |||
An income-orientated, Asia Pacific ex Japan equity fund. The approach is research-intensive, with the manager aiming to deliver an annual yield of 3.5% to 4% over rolling 3-year periods. Within its sector, the fund features in our 'Dividend Focus' category. | |||||
Schroder European Recovery | Europe excluding UK | Schroders | |||
A European equity fund managed according to a disciplined value approach. The team looks for companies that have suffered a significant operational and/or share price setback but have the potential to recover over the long term. Within its sector, the fund features in our 'All-Cap, Value' category. | |||||
Schroder Global Recovery | Global | Schroders | |||
A global equity fund that is managed with a disciplined, value style. The approach is based upon identifying companies that have suffered a significant operational and/or share price setbacks but have the potential to recover over time. Within its sector, the fund features in our 'All-Cap, Value' category. | |||||
Schroder High Yield Opportunities | £ High Yield | Schroders | |||
The fund provides exposure to pan-European high yield bonds. The process is characterised by in-depth credit research, which is framed by investment themes. Within this, the manager invests with flexibility. Within its sector, the fund features in our 'Primarily Pan-European High Yield, Flexible' category. | |||||
Schroder Recovery | UK All Companies | Schroders | |||
A UK equity fund that is managed according to a disciplined value approach. The team looks for companies that have suffered a significant operational and/or share price setback but have the potential to recover over the long term. Within its sector, the fund features in our 'Value-Biased' category. | |||||
Schroder Strategic Credit | £ Strategic Bond | Schroders | |||
A flexible bond fund whereby the manager seeks to generate income without putting capital at undue risk. The approach is bottom-up, built around a proprietary credit rating process. The manager seeks opportunities in lower-rated bonds, particularly those in the BB to B rated area. Within its sector, the fund features in our 'Total Return' category. | |||||
Schroder Tokyo | Japan | Schroders | |||
A Japanese equity fund with a long heritage. Robust proprietary stock research is the bedrock of the approach, with the team seeking companies where their expectations differ from market consensus. Within its sector, the fund features in our 'All-Cap, Blend’ category. | |||||
Schroder UK Mid 250 | UK All Companies | Schroders | |||
A UK equity fund that invests in mid caps. The team employs a long-term approach, preferring companies with strong balance sheets and the ability to grow over time. Within its sector, the fund features in our 'Dedicated Mid-Cap' category. | |||||
Schroder UK Smaller Companies | UK Smaller Companies | Schroders | |||
A long-standing UK smaller companies fund managed by an experienced practitioner. The team employs a long-term approach, preferring companies with strong balance sheets and the ability to grow organically with a view to becoming the mid and large caps of the future. Within its sector, the fund features in our 'Smaller-Cap, Flexible' category. | |||||
Schroder US Mid Cap | North America | Schroders | |||
A North American equity fund that invests in both mid and small-cap stocks. The approach is diversified across higher growth, stable growth and turnaround companies. Within its sector, the fund features in our 'Smaller to Mid-Cap, Blend' category. | |||||
Schroder US Smaller Companies | North American Smaller Companies | Schroders | |||
A North American equity fund that invests in small-cap companies. The approach is diversified across higher growth, stable growth and turnaround companies. Within its sector, the fund features in our 'Smaller-Cap, Blend' category. | |||||
Stewart Investors Asia Pacific Leaders Sustainability | Specialist | First Sentier/Stewart Investors | |||
An Asia Pacific equity fund that is managed in a distinctive style with the principle of stewardship at its heart. The team invests with an absolute return mindset, with long-term sustainability themes being the key drivers of the portfolio. Unusually, the fund features in the IA Specialist sector but when compared to other Asian equity funds, we categorise it as 'Larger-Cap, Blend'. | |||||
Stewart Investors Global Emerging Markets Leaders | Specialist | First Sentier/Stewart Investors | |||
An emerging markets equity fund that is managed in a distinctive style with the principle of stewardship at its heart. The team invests with an absolute return mindset, focusing upon well-managed, high-quality companies. Unusually, the fund features in the IA Specialist sector but when compared to other global emerging market equity funds, we categorise it as 'Larger-Cap, Blend'. | |||||
Stonehage Fleming Global Best Ideas Equity | Global | Stonehage Fleming | |||
A large-cap, global equity fund that is concentrated in nature and is invested in companies considered to be best-of-breed. A “Global Best Idea” is typically a firm that is a leader in its field and has sustainable growth and positive free cash flow attributes. Within its sector, the fund features within our ‘Larger-Cap, Growth’ category. | |||||
TM Redwheel Global Equity Income | Global Equity Income | Redwheel | |||
A global equity income fund which is managed with a strict yield discipline. The team looks for high quality, durable businesses which are out-of favour or misunderstood. This approach guides them to premium yielding companies, which is a key feature of the fund. Within its sector, the fund features in our ‘Larger-Cap, Dividend Sustainability’ category. | |||||
TwentyFour Corporate Bond | £ Corporate Bond | TwentyFour | |||
A diversified investment grade bond fund with a strong focus on credit selection. The manager seeks to generate attractive relative performance, whilst also ensuring the fund retains the basic characteristics of the investment grade bond asset class. Within its sector, the fund features in our ‘Dynamic’ category. | |||||
WS Lindsell Train UK Equity | UK All Companies | Lindsell Train | |||
A concentrated UK equity fund that is biased towards the manager's favoured sectors. He takes a very long-term view of value creation and hence, name turnover is extremely low. Within its sector, the fund features in our 'Growth-Biased' category. | |||||
WS Montanaro UK Income | UK All Companies | Montanaro | |||
A UK equity fund which is managed according to a growth-orientated, small and mid-cap focused approach. It is flexibly managed across a diversified portfolio of both 'growth' and 'yield' stocks. Within its sector, the fund features in our 'Income and Growth' category. |