Members 2017

The FTAdviser 100 Club consists of our five selections across 20 investment categories. Click on each fund to find out why it was chosen as a leading light in its sector.

Category winner

Passive Investment Groups

  • Fidelity
  • iShares
  • L&G
  • SPDR
  • Vanguard

Small to Mid Investment Group

  • Artemis
  • Liontrust
  • Marlborough
  • Old Mutual Global Investors
  • Royal London Asset Management

Large Investment Group

  • Baillie Gifford
  • Invesco Perpetual
  • Janus Henderson
  • JPMorgan Asset Management
  • Schroders

Selection Criteria (Click to show/hide details)

The FTAdviser 100 Club enables mutual funds and investment trusts to compete for membership, with trusts’ share price total returns considered. It also includes a selection of the best passive investment providers, making it an RDR-ready tool for intermediaries.

The calculation process is based on funds’ total returns over one and five years relative to the total returns of broadly relevant benchmark index or sector. The benchmark is chosen so a large group of funds can be reasonably compared with it. The data source was FE Analytics and all performance figures quoted are bid-to-bid and rebased in sterling where currencies differed. The performance figures range to 31 May 2017.

Candidate funds are ranked by their outperformance of a relevant benchmark in the year to 31 May 2017. Then potential 100 Club members are screened to ensure they delivered strong five-year returns. A fund must have put a double-digit gap – 10 percentage points or more – between its performance and that of its index in the past five years for it to convince us that it has long-term staying power. We expect it to deliver at least half that level of outperformance over one year – 5 percentage points or more for equity funds – to ensure it has delivered the kind of elite returns that would place it in our annual club of 100 funds.

Sometimes it is impossible to find funds in a sector that outperform by this demanding margin of 5 and 10 percentage points, so we narrow the margin proportionally – to 4 and 8, then 3 and 6 and so forth. Funds that underperformed the relevant benchmark in either one or five years are never included.

Candidate funds are then further screened to exclude the following, in order to ensure relevance to intermediaries:- Fund manager tenure less than 3 years.

– Mutual funds with less than £50m, trusts with a market cap below £100m (market capitalisation as at 31 May 2017).

– Enhanced index or other ‘passive-plus’ funds.- Products that are not UK authorised or available for distribution to retail investors, or funds which have an excessively selective distribution policy.

– Repeat funds from the same fund manager. If a fund manager qualifies more than once in any one category, best performing product gains entry.

– Soft- and hard-closed funds, and funds earmarked for soft closure at the time of calculation, are disqualified to ensure membership is relevant to fund buyers.

– Funds with no sterling share class.- Funds that fail to make basic information such as performance, minimum investment, tenure, how to invest etc available to data providers and the public.

When the best funds have achieved FTAdviser 100 Club membership, the five large and mid-to-small investment managers with the most Club member funds enter two provider categories. Where managers have an equal number of funds, the combined one-year outperformance of the investment manager’s member funds breaks the tie. A large investment manager is defined as having at least £100bn in global assets, including the assets of its parent group.

The Passive Investment Groups category is populated based on the views of a series of respected multi-asset fund managers who were given a series of criteria and asked to nominate their favourite three providers, with the members selected in a points system.

In the Absolute Return sector, we assess funds’ long-term performance over one and three years, rather than the usual one and five. To screen out absolute funds with excessive long-only risk funds with rolling three-year month-end maximum drawdown greater than 8 per cent are excluded.

 

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Name of fund:

Threadneedle UK Smaller Companies

Management group

Columbia Threadneedle

Category

UK Smaller Companies

Related benchmark used

FTSE Small Cap ex-IT

One-year total return outperformance (actual return)

13 (37.6)

Five-year total return outperformance (actual return)

20.5 (166.9)

Assets/Market capitalisation (£m)

£209m

Name of manager(s)/management team(s)

James Thorne and Matthew Evans

Selection Criteria
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Name of fund:

Marlborough UK Micro Cap Growth

Management group

Marlborough

Category

UK Smaller Companies

Related benchmark used

FTSE Small Cap ex-IT

One-year total return outperformance (actual return)

7.1 (33.7)

Five-year total return outperformance (actual return)

10.8 (157.2)

Assets/Market capitalisation (£m)

£895m

Name of manager(s)/management team(s)

Giles Hargreave and Guy Feld

Selection Criteria
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Name of fund:

Rights & Issues IT

Management group

Discretionary Unit Fund Managers

Category

UK Smaller Companies

Related benchmark used

FTSE Small Cap ex-IT

One-year total return outperformance (actual return)

29.2 (53.8)

Five-year total return outperformance (actual return)

157.6 (304)

Assets/Market capitalisation (£m)

£189m

Name of manager(s)/management team(s)

Simon Knott

Selection Criteria
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Name of fund:

Old Mutual UK Smaller Companies

Management group

Old Mutual Global Investors

Category

UK Smaller Companies

Related benchmark used

FTSE Small Cap ex-IT

One-year total return outperformance (actual return)

7.1 (33.7)

Five-year total return outperformance (actual return)

110 (256.4)

Assets/Market capitalisation (£m)

£1.1bn

Name of manager(s)/management team(s)

Dan Nickols

Selection Criteria
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Name of fund:

BlackRock Smaller Companies IT

Management group

BlackRock

Category

UK Smaller Companies

Related benchmark used

FTSE Small Cap ex-IT

One-year total return outperformance (actual return)

17.2 (41.8)

Five-year total return outperformance (actual return)

44.3 (190.7)

Assets/Market capitalisation (£m)

£568m

Name of manager(s)/management team(s)

Mike Prentis

Selection Criteria
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Name of fund:

Olim Value & Income Trust

Management group

Albion Capital

Category

UK Equity Income

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

6.5 (31.8)

Five-year total return outperformance (actual return)

17.6 (97.4)

Assets/Market capitalisation (£m)

£125m

Name of manager(s)/management team(s)

Angela Lascelles, Matthew Oakeshott, Andrew Impey, Simon Jaffe

Selection Criteria
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Name of fund:

Lowland Investment Company

Management group

Janus Henderson Investors

Category

UK Equity Income

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

2.6 (27.9)

Five-year total return outperformance (actual return)

29.8 (109.6)

Assets/Market capitalisation (£m)

£415m

Name of manager(s)/management team(s)

James Henderson

Selection Criteria
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Name of fund:

JP Morgan Claverhouse

Management group

JP Morgan Asset Management

Category

UK Equity Income

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

2.3 (27.3)

Five-year total return outperformance (actual return)

33.2 (113)

Assets/Market capitalisation (£m)

£374m

Name of manager(s)/management team(s)

Sarah Emly and William Meadon

Selection Criteria
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Name of fund:

Jupiter Income Trust

Management group

Jupiter

Category

UK Equity Income

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

0.3 (25.6)

Five-year total return outperformance (actual return)

9.3 (89.1)

Assets/Market capitalisation (£m)

£2.4bn

Name of manager(s)/management team(s)

Ben Whitmore

Selection Criteria
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Name of fund:

F&C Capital & Income

Management group

BMO Global Asset Management

Category

UK Equity Income

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

3.3 (28.6)

Five-year total return outperformance (actual return)

8 (87.8)

Assets/Market capitalisation (£m)

£321m

Name of manager(s)/management team(s)

Julian Cane

Selection Criteria
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Name of fund:

R&M UK Equity Long Term Recovery

Management group

River & Mercantile

Category

UK Equity

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

10.8 (36.1)

Five-year total return outperformance (actual return)

80 (159.8)

Assets/Market capitalisation (£m)

£148m

Name of manager(s)/management team(s)

Hugh Sergeant

Selection Criteria
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Name of fund:

Old Mutual UK Mid Cap

Management group

Old Mutual Global Investors

Category

UK Equity

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

7.1 (32.4)

Five-year total return outperformance (actual return)

122 (201.8)

Assets/Market capitalisation (£m)

£2.9bn

Name of manager(s)/management team(s)

Richard Watts

Selection Criteria
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Name of fund:

Jupiter UK Special Situations

Management group

Jupiter

Category

UK Equity

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

5.4 (30.7)

Five-year total return outperformance (actual return)

26.8 (106.6)

Assets/Market capitalisation (£m)

£1.7bn

Name of manager(s)/management team(s)

Ben Whitmore

Selection Criteria
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Name of fund:

JOHCM UK Dynamic

Management group

JOHCM

Category

UK Equity

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

6.7 (32)

Five-year total return outperformance (actual return)

59.8 (129.6)

Assets/Market capitalisation (£m)

£540m

Name of manager(s)/management team(s)

Alex Savvides

Selection Criteria
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Name of fund:

Crystal Amber IT

Management group

Crystal Amber Asset Management

Category

UK Equity

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

24.4 (49.9)

Five-year total return outperformance (actual return)

103.2 (193)

Assets/Market capitalisation (£m)

£230m

Name of manager(s)/management team(s)

Richard Bernstein

Selection Criteria
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Name of fund:

Sanlam Strategic Bond

Management group

Sanlam Four

Category

Sterling Strategic Bond

Related benchmark used

IA Sterling Strategic Bond sector

One-year total return outperformance (actual return)

5.5 (13.5)

Five-year total return outperformance (actual return)

13.8 (44.5)

Assets/Market capitalisation (£m)

£114m

Name of manager(s)/management team(s)

Craig Veysey

Selection Criteria
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Name of fund:

Royal London Sterling Extra Yield

Management group

Royal London Asset Management

Category

Sterling Strategic Bond

Related benchmark used

IA Sterling Strategic Bond sector

One-year total return outperformance (actual return)

9.6 (17.6)

Five-year total return outperformance (actual return)

40 (70.7)

Assets/Market capitalisation (£m)

£1.6bn

Name of manager(s)/management team(s)

Eric Holt

Selection Criteria
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Name of fund:

Pimco GIS Diversified Income

Management group

Pimco

Category

Sterling Strategic Bond

Related benchmark used

IA Sterling Strategic Bond sector

One-year total return outperformance (actual return)

16 (24)

Five-year total return outperformance (actual return)

24.9 (55.6)

Assets/Market capitalisation (£m)

£5.4bn

Name of manager(s)/management team(s)

Even Tournier, Alfred T Murata, Daniel Ivascyn

Selection Criteria
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Name of fund:

Axa Framlington Managed Income

Management group

Axa Investment Managers

Category

Sterling Strategic Bond

Related benchmark used

IA Sterling Strategic Bond sector

One-year total return outperformance (actual return)

4.9 (12.9)

Five-year total return outperformance (actual return)

29.9 (60.6)

Assets/Market capitalisation (£m)

£390m

Name of manager(s)/management team(s)

George Luckraft

Selection Criteria
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Name of fund:

Artemis High Income

Management group

Artemis

Category

Sterling Strategic Bond

Related benchmark used

IA Sterling Strategic Bond sector

One-year total return outperformance (actual return)

4.5 (12.5)

Five-year total return outperformance (actual return)

31.5 (62.2)

Assets/Market capitalisation (£m)

£1.2bn

Name of manager(s)/management team(s)

Alex Ralph

Selection Criteria
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Name of fund:

UBS Corporate Bond UK Plus

Management group

UBS Asset Management

Category

Sterling Corporate Bond

Related benchmark used

IA Sterling Corporate Bond sector

One-year total return outperformance (actual return)

1.8 (10.9)

Five-year total return outperformance (actual return)

1.9 (37)

Assets/Market capitalisation (£m)

£191m

Name of manager(s)/management team(s)

Jonathan Gregory

Selection Criteria
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Name of fund:

Schroder Long Dated Corporate Bond

Management group

Schroders

Category

Sterling Corporate Bond

Related benchmark used

IA Sterling Corporate Bond sector

One-year total return outperformance (actual return)

7.3 (16.4)

Five-year total return outperformance (actual return)

24.5 (59.6)

Assets/Market capitalisation (£m)

£327m

Name of manager(s)/management team(s)

Alix Stewart and team

Selection Criteria
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Name of fund:

Newton Long Corporate Bond

Management group

Newton

Category

Sterling Corporate Bond

Related benchmark used

IA Sterling Corporate Bond sector

One-year total return outperformance (actual return)

3.7 (12.8)

Five-year total return outperformance (actual return)

16.5 (51.6)

Assets/Market capitalisation (£m)

£76m

Name of manager(s)/management team(s)

Howard Cunningham

Selection Criteria
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Name of fund:

Liontrust Monthly Income Bond

Management group

Liontrust

Category

Sterling Corporate Bond

Related benchmark used

IA Sterling Corporate Bond sector

One-year total return outperformance (actual return)

4.3 (13.4)

Five-year total return outperformance (actual return)

15.4 (50.5)

Assets/Market capitalisation (£m)

£231m

Name of manager(s)/management team(s)

Stuart Steven, Kenny Watson, Aitken Ross

Selection Criteria
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Name of fund:

Baillie Gifford Investment Grade Bond

Management group

Baillie Gifford

Category

Sterling Corporate Bond

Related benchmark used

IA Sterling Corporate Bond sector

One-year total return outperformance (actual return)

1.6 (10.7)

Five-year total return outperformance (actual return)

3.3 (38.4)

Assets/Market capitalisation (£m)

£237m

Name of manager(s)/management team(s)

Stephen Rodger

Selection Criteria
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Name of fund:

Technology: Polar Capital Global Technology

Management group

Polar Capital

Category

Specialist Sectors and Assets

Related benchmark used

Peer group

One-year total return outperformance (actual return)

69.2

Five-year total return outperformance (actual return)

187.3

Assets/Market capitalisation (£m)

£1.4bn

Name of manager(s)/management team(s)

Nick Evans and Ben Rogoff

Selection Criteria
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Name of fund:

Private Equity: Princess Private Equity

Management group

Partners Group

Category

Specialist Sectors and Assets

Related benchmark used

Peer group

One-year total return outperformance (actual return)

59.2

Five-year total return outperformance (actual return)

164.5

Assets/Market capitalisation (£m)

£594m

Name of manager(s)/management team(s)

Team

Selection Criteria
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Name of fund:

Healthcare/biotech: Candriam Equities Biotech

Management group

Candriam Investors

Category

Specialist Sectors and Assets

Related benchmark used

Peer group

One-year total return outperformance (actual return)

18.6

Five-year total return outperformance (actual return)

188.4

Assets/Market capitalisation (£m)

£516m

Name of manager(s)/management team(s)

Rudi Van Den Eynde

Selection Criteria
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Name of fund:

Frontier Markets: Charlemagne Magna

Management group

Charlemagne Capital

Category

Specialist Sectors and Assets

Related benchmark used

Peer group

One-year total return outperformance (actual return)

61.4

Five-year total return outperformance (actual return)

148.4

Assets/Market capitalisation (£m)

£250m

Name of manager(s)/management team(s)

Stefan Bottcher and Dominic Bokor-Ingram

Selection Criteria
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Name of fund:

Financials: JPM Global Financials

Management group

JPMorgan Asset Management

Category

Specialist Sectors and Assets

Related benchmark used

Peer group

One-year total return outperformance (actual return)

37.9

Five-year total return outperformance (actual return)

121.3

Assets/Market capitalisation (£m)

£142m

Name of manager(s)/management team(s)

Simon Poncet and James Cook

Selection Criteria
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Name of fund:

Threadneedle European High Yield Bond

Management group

Columbia Threadneedle

Category

Specialist Bond Funds

Related benchmark used

IA Global Bonds sector

One-year total return outperformance (actual return)

10.8 (23)

Five-year total return outperformance (actual return)

27.1 (52.5)

Assets/Market capitalisation (£m)

£1.9bn

Name of manager(s)/management team(s)

Michael Poole

Selection Criteria
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Name of fund:

Schroder ISF Global High Yield

Management group

Schroders

Category

Specialist Bond Funds

Related benchmark used

IA Global Bonds sector

One-year total return outperformance (actual return)

13.2 (25.7)

Five-year total return outperformance (actual return)

43.8 (69.2)

Assets/Market capitalisation (£m)

£2bn

Name of manager(s)/management team(s)

Wes Sparks and Martha Metcalf

Selection Criteria
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Name of fund:

Legg Mason Western Asset Global High Yield

Management group

Legg Mason

Category

Specialist Bond Funds

Related benchmark used

IA Global Bonds sector

One-year total return outperformance (actual return)

15.5 (28)

Five-year total return outperformance (actual return)

28.4 (53.8)

Assets/Market capitalisation (£m)

£206m

Name of manager(s)/management team(s)

Team

Selection Criteria
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Name of fund:

Capital Group Global High Income Opportunities

Management group

Capital Group

Category

Specialist Bond Funds

Related benchmark used

IA Global Bonds sector

One-year total return outperformance (actual return)

16 (28.5)

Five-year total return outperformance (actual return)

29.6 (55.1)

Assets/Market capitalisation (£m)

£547m

Name of manager(s)/management team(s)

Robert Neithart and David Daigle

Selection Criteria
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Name of fund:

Allianz US High Yield

Management group

Allianz Global Investors

Category

Specialist Bond Funds

Related benchmark used

IA Global Bonds sector

One-year total return outperformance (actual return)

14.5 (26.9)

Five-year total return outperformance (actual return)

24.9 (50.3)

Assets/Market capitalisation (£m)

£3.7bn

Name of manager(s)/management team(s)

Doug Forsyth

Selection Criteria
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Name of fund:

VinaCapital Vinaland

Management group

VinaCapital

Category

Property

Related benchmark used

AIC Property - Direct Asia Pacific

One-year total return outperformance (actual return)

10.9 (44.2)

Five-year total return outperformance (actual return)

32.9 (113.5)

Assets/Market capitalisation (£m)

£186m

Name of manager(s)/management team(s)

Team

Selection Criteria
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Name of fund:

Taliesin Property

Management group

Taliesin Management

Category

Property

Related benchmark used

AIC Property - Direct Europe

One-year total return outperformance (actual return)

18.4 (40.4)

Five-year total return outperformance (actual return)

283.7 (279.2)

Assets/Market capitalisation (£m)

£183m

Name of manager(s)/management team(s)

Team

Selection Criteria
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Name of fund:

Picton Property Income Limited

Management group

Picton

Category

Property

Related benchmark used

AIC Property - Direct UK

One-year total return outperformance (actual return)

8.8 (21.7)

Five-year total return outperformance (actual return)

109.9 (198.9)

Assets/Market capitalisation (£m)

£458m

Name of manager(s)/management team(s)

Team

Selection Criteria
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Name of fund:

Morgan Stanley Global Property

Management group

Morgan Stanley

Category

Property

Related benchmark used

IA Property

One-year total return outperformance (actual return)

7.3 (16.4)

Five-year total return outperformance (actual return)

31.4 (83.3)

Assets/Market capitalisation (£m)

£804m

Name of manager(s)/management team(s)

Ted Bigman

Selection Criteria
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Name of fund:

Fidelity Global Property

Management group

Fidelity

Category

Property

Related benchmark used

IA Property sector

One-year total return outperformance (actual return)

9.1 (18.2)

Five-year total return outperformance (actual return)

32.5 (84.4)

Assets/Market capitalisation (£m)

£206m

Name of manager(s)/management team(s)

Dirk Philippa

Selection Criteria
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Name of fund:

T Rowe Price US Blue Chip Equity

Management group

T Rowe Price

Category

North American Equity

Related benchmark used

S&P 500

One-year total return outperformance (actual return)

9 (37.3)

Five-year total return outperformance (actual return)

39.8 (164)

Assets/Market capitalisation (£m)

£403m

Name of manager(s)/management team(s)

Larry Puglia

Selection Criteria
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Name of fund:

Morgan Stanley US Growth

Management group

Morgan Stanley

Category

North American Equity

Related benchmark used

S&P 500

One-year total return outperformance (actual return)

17.5 (45.8)

Five-year total return outperformance (actual return)

55.2 (179.4)

Assets/Market capitalisation (£m)

£1.5bn

Name of manager(s)/management team(s)

Dennis Lynch

Selection Criteria
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Name of fund:

JPM US Smaller Companies IT

Management group

JPMorgan Asset Management

Category

North American Equity

Related benchmark used

Russell 2000

One-year total return outperformance (actual return)

15.4 (48.3)

Five-year total return outperformance (actual return)

40.2 (172.1)

Assets/Market capitalisation (£m)

£158m

Name of manager(s)/management team(s)

Don San Jose and Daniel Percella

Selection Criteria
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Name of fund:

Dodge & Cox US Stock

Management group

Dodge & Cox

Category

North American Equity

Related benchmark used

S&P 500

One-year total return outperformance (actual return)

8.8 (37.1)

Five-year total return outperformance (actual return)

41.6 (165.8)

Assets/Market capitalisation (£m)

£439m

Name of manager(s)/management team(s)

Team

Selection Criteria
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Name of fund:

Baillie Gifford American

Management group

Baillie Gifford

Category

North American Equity

Related benchmark used

S&P 500

One-year total return outperformance (actual return)

11.9 (40.2)

Five-year total return outperformance (actual return)

15 (139.2)

Assets/Market capitalisation (£m)

£571m

Name of manager(s)/management team(s)

Gary Robinson, Helen Xiong and Tom Slater

Selection Criteria
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Name of fund:

TB Wise Income

Management group

Wise Investments

Category

Mixed Asset Income

Related benchmark used

IA Flexible Investment sector

One-year total return outperformance (actual return)

14.1 (35.2)

Five-year total return outperformance (actual return)

57.8 (119.9)

Assets/Market capitalisation (£m)

£95m

Name of manager(s)/management team(s)

Tony Yarrow

Selection Criteria
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Name of fund:

M&G Episode Income

Management group

M&G

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 20-60% Shares sector

One-year total return outperformance (actual return)

3 (17.1)

Five-year total return outperformance (actual return)

10 (52.9)

Assets/Market capitalisation (£m)

£723m

Name of manager(s)/management team(s)

Steven Andrew

Selection Criteria
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Name of fund:

Artemis Monthly Distribution

Management group

Artemis

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 20-60% Shares sector

One-year total return outperformance (actual return)

7.4 (21.5)

Five-year total return outperformance (actual return)

50.7 (93.6)

Assets/Market capitalisation (£m)

£502m

Name of manager(s)/management team(s)

Jacob de Tusch-Lec and James Foster

Selection Criteria
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Name of fund:

Aberdeen Diversified Income

Management group

Aberdeen Asset Management

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 20-60% Shares sector

One-year total return outperformance (actual return)

4.1 (18.2)

Five-year total return outperformance (actual return)

1.9 (45)

Assets/Market capitalisation (£m)

£109m

Name of manager(s)/management team(s)

Team

Selection Criteria
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Name of fund:

7IM AAP Income

Management group

7IM

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 0-35% Shares sector

One-year total return outperformance (actual return)

4.9 (15)

Five-year total return outperformance (actual return)

5.4 (34.2)

Assets/Market capitalisation (£m)

£90m

Name of manager(s)/management team(s)

Team

Selection Criteria
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Name of fund:

Royal London Sustainable World Trust

Management group

Royal London Asset Management

Category

Mixed Asset

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

9.9 (28.8)

Five-year total return outperformance (actual return)

42.3 (69.7)

Assets/Market capitalisation (£m)

£212m

Name of manager(s)/management team(s)

Mike Fox

Selection Criteria
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Name of fund:

Premier Multi-Asset Global Growth

Management group

Premier Asset Management

Category

Mixed Asset

Related benchmark used

IA Flexible Investment

One-year total return outperformance (actual return)

8.6 (29.7)

Five-year total return outperformance (actual return)

52.7 (114.8)

Assets/Market capitalisation (£m)

£131m

Name of manager(s)/management team(s)

David Hambidge, Ian Rees, Simon Evan-Cook, David Thornton

Selection Criteria
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Name of fund:

Invesco Perpetual Managed Growth

Management group

Invesco Perpetual

Category

Mixed Asset

Related benchmark used

IA Flexible Investment

One-year total return outperformance (actual return)

10 (31.1)

Five-year total return outperformance (actual return)

45.3 (107.4)

Assets/Market capitalisation (£m)

£513m

Name of manager(s)/management team(s)

Nick Mustoe

Selection Criteria
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Name of fund:

Cavendish Worldwide

Management group

Cavendish

Category

Mixed Asset

Related benchmark used

IA Flexible Investment

One-year total return outperformance (actual return)

9.1 (30.2)

Five-year total return outperformance (actual return)

15.6 (77.7)

Assets/Market capitalisation (£m)

£143m

Name of manager(s)/management team(s)

Julian Lewis

Selection Criteria
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Name of fund:

Architas MA Active Dynamic

Management group

Architas

Category

Mixed Asset

Related benchmark used

IA Flexible Investment

One-year total return outperformance (actual return)

9.1 (30.2)

Five-year total return outperformance (actual return)

23.3 (85.4)

Assets/Market capitalisation (£m)

£58m

Name of manager(s)/management team(s)

Nathan Sweeney and Jaime Arguello

Selection Criteria
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Name of fund:

Schroder Japan Growth IT

Management group

Schroders

Category

Japanese Equity

Related benchmark used

TSE Topix

One-year total return outperformance (actual return)

15.9 (45.9)

Five-year total return outperformance (actual return)

39.7 (145.5)

Assets/Market capitalisation (£m)

£250m

Name of manager(s)/management team(s)

Andrew Rose

Selection Criteria
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Name of fund:

Pictet Japan Equity Opportunities

Management group

Pictet

Category

Japanese Equity

Related benchmark used

TSE Topix

One-year total return outperformance (actual return)

7.4 (37.4)

Five-year total return outperformance (actual return)

11.3 (117.1)

Assets/Market capitalisation (£m)

£1.7bn

Name of manager(s)/management team(s)

Serena Robinson, Adrian Hickey and Sam Perry

Selection Criteria
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Name of fund:

Man GLG Japan Core Alpha

Management group

Man GLG

Category

Japanese Equity

Related benchmark used

TSE Topix

One-year total return outperformance (actual return)

9.4 (39.4)

Five-year total return outperformance (actual return)

22.7 (128.5)

Assets/Market capitalisation (£m)

£1.7bn

Name of manager(s)/management team(s)

Stephen Harker, Neil Edwards, Jeff Atherton and Adrian Edwards

Selection Criteria
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Name of fund:

Lindsell Train Japanese Equity

Management group

Lindsell Train

Category

Japanese Equity

Related benchmark used

TSE Topix

One-year total return outperformance (actual return)

9.4 (39.4)

Five-year total return outperformance (actual return)

35.1 (140.9)

Assets/Market capitalisation (£m)

£150m

Name of manager(s)/management team(s)

Michael Lindsell

Selection Criteria
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Name of fund:

Baillie Gifford Japan Trust

Management group

Baillie Gifford

Category

Japanese Equity

Related benchmark used

TSE Topix

One-year total return outperformance (actual return)

16.3 (46.3)

Five-year total return outperformance (actual return)

137.8 (246.6)

Assets/Market capitalisation (£m)

£551m

Name of manager(s)/management team(s)

Sarah Whitley

Selection Criteria
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Name of fund:

T Rowe Price Global Focused Growth

Management group

T Rowe Price

Category

Global Equity

Related benchmark used

MSCI AC World

One-year total return outperformance (actual return)

8.1 (39.4)

Five-year total return outperformance (actual return)

46.3 (155.3)

Assets/Market capitalisation (£m)

£241m

Name of manager(s)/management team(s)

David Eiswert

Selection Criteria
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Name of fund:

Scottish Mortgage IT

Management group

Baillie Gifford

Category

Global Equity

Related benchmark used

MSCI AC World

One-year total return outperformance (actual return)

21.6 (52.9)

Five-year total return outperformance (actual return)

126 (235)

Assets/Market capitalisation (£m)

£5.5bn

Name of manager(s)/management team(s)

James Anderson and Tom Slater

Selection Criteria
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Name of fund:

Henderson Global Growth

Management group

Janus Henderson Investors

Category

Global Equity

Related benchmark used

MSCI AC World

One-year total return outperformance (actual return)

7.4 (38.7)

Five-year total return outperformance (actual return)

39.3 (148.2)

Assets/Market capitalisation (£m)

£506m

Name of manager(s)/management team(s)

Ian Warmerdam and Ronan Kelleher

Selection Criteria
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Name of fund:

Edinburgh Worldwide IT

Management group

Baillie Gifford

Category

Global Equity

Related benchmark used

MSCI AC World

One-year total return outperformance (actual return)

13.4 (44.7)

Five-year total return outperformance (actual return)

21.3 (130.3)

Assets/Market capitalisation (£m)

£300m

Name of manager(s)/management team(s)

Douglas Brodie and John MacDougall

Selection Criteria
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Name of fund:

Dodge & Cox Global Stock

Management group

Dodge & Cox

Category

Global Equity

Related benchmark used

MSCI AC World

One-year total return outperformance (actual return)

10.6 (41.9)

Five-year total return outperformance (actual return)

36.9 (145.9)

Assets/Market capitalisation (£m)

£2.1bn

Name of manager(s)/management team(s)

Team

Selection Criteria
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Name of fund:

UBS Gem Opportunity

Management group

UBS Asset Management

Category

Global Emerging Markets

Related benchmark used

MSCI Global Emerging Markets

One-year total return outperformance (actual return)

6.2 (48.5)

Five-year total return outperformance (actual return)

8.5 (58.8)

Assets/Market capitalisation (£m)

£930m

Name of manager(s)/management team(s)

Urs Antonioli and Geoffrey Wong

Selection Criteria
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Name of fund:

Schroder Global Emerging Markets

Management group

Schroders

Category

Global Emerging Markets

Related benchmark used

MSCI Global Emerging Markets

One-year total return outperformance (actual return)

5.4 (47.7)

Five-year total return outperformance (actual return)

9 (59.3)

Assets/Market capitalisation (£m)

£893m

Name of manager(s)/management team(s)

Robert Davy and Tom Wilson

Selection Criteria
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Name of fund:

Hermes Emerging Markets

Management group

Hermes

Category

Global Emerging Markets

Related benchmark used

MSCI Global Emerging Markets

One-year total return outperformance (actual return)

5.9 (48.2)

Five-year total return outperformance (actual return)

41.7 (92)

Assets/Market capitalisation (£m)

£1.6bn

Name of manager(s)/management team(s)

Gary Greenberg

Selection Criteria
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Name of fund:

GS Emerging Markets Core Equity

Management group

Goldman Sachs Asset Management

Category

Global Emerging Markets

Related benchmark used

MSCI Global Emerging Markets

One-year total return outperformance (actual return)

3.2 (45.2)

Five-year total return outperformance (actual return)

21.1 (71.4)

Assets/Market capitalisation (£m)

£595m

Name of manager(s)/management team(s)

Team

Selection Criteria
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Name of fund:

Baillie Gifford EM Leading Companies

Management group

Baillie Gifford

Category

Global Emerging Markets

Related benchmark used

MSCI Global Emerging Markets

One-year total return outperformance (actual return)

14.3 (54.6)

Five-year total return outperformance (actual return)

23.4 (73.7)

Assets/Market capitalisation (£m)

£510m

Name of manager(s)/management team(s)

Will Sutcliffe

Selection Criteria
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Name of fund:

Schroder European Smaller Companies

Management group

Schroders

Category

European Equity

Related benchmark used

MSCI Europe Small Cap

One-year total return outperformance (actual return)

11.2 (42.2)

Five-year total return outperformance (actual return)

21 (183.8)

Assets/Market capitalisation (£m)

£170m

Name of manager(s)/management team(s)

Luke Biermann

Selection Criteria
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Name of fund:

Marlborough European Multi-Cap

Management group

Marlborough

Category

European Equity

Related benchmark used

MSCI Europe

One-year total return outperformance (actual return)

21.5 (52.9)

Five-year total return outperformance (actual return)

89.2 (190.8)

Assets/Market capitalisation (£m)

£128m

Name of manager(s)/management team(s)

David Walton

Selection Criteria
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Name of fund:

Neptune European Opportunities

Management group

Neptune

Category

European Equity

Related benchmark used

MSCI Europe

One-year total return outperformance (actual return)

24.7 (56.1)

Five-year total return outperformance (actual return)

15.8 (117.4)

Assets/Market capitalisation (£m)

£382m

Name of manager(s)/management team(s)

Rob Burnett

Selection Criteria
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Name of fund:

Henderson TR European Growth

Management group

Janus Henderson Investors

Category

European Equity

Related benchmark used

MSCI Europe Small Cap

One-year total return outperformance (actual return)

29.8 (60.8)

Five-year total return outperformance (actual return)

134.3 (296.1)

Assets/Market capitalisation (£m)

£472m

Name of manager(s)/management team(s)

Ollie Beckett

Selection Criteria
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Name of fund:

Henderson European Focus

Management group

Janus Henderson Investors

Category

European Equity

Related benchmark used

MSCI Europe

One-year total return outperformance (actual return)

16.4 (47.8)

Five-year total return outperformance (actual return)

121.9 (223.5)

Assets/Market capitalisation (£m)

£166m

Name of manager(s)/management team(s)

John Bennett

Selection Criteria
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Name of fund:

Schroder Asian Pacific

Management group

Schroders

Category

Asia Pacific Equity

Related benchmark used

MSCI AC Asia ex-Japan

One-year total return outperformance (actual return)

10.3 (53.5)

Five-year total return outperformance (actual return)

15.8 (94.7)

Assets/Market capitalisation (£m)

£262m

Name of manager(s)/management team(s)

Matthew Dobbs

Selection Criteria
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Name of fund:

Old Mutual Asia Pacific

Management group

Old Mutual Global Investors

Category

Asia Pacific Equity

Related benchmark used

MSCI AC Asia ex-Japan

One-year total return outperformance (actual return)

7.6 (50.8)

Five-year total return outperformance (actual return)

46.1 (125)

Assets/Market capitalisation (£m)

£216m

Name of manager(s)/management team(s)

Ian Heslop, Mike Servent, Amadeo Alentorn

Selection Criteria
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Name of fund:

JPM Asian IT

Management group

JPMorgan Asset Management

Category

Asia Pacific Equity

Related benchmark used

MSCI AC Asia ex-Japan

One-year total return outperformance (actual return)

12.8 (56)

Five-year total return outperformance (actual return)

19 (97.9)

Assets/Market capitalisation (£m)

£308m

Name of manager(s)/management team(s)

Richard Titherington, Ayaz Ebrahim

Selection Criteria
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Name of fund:

Investec Asia ex-Japan

Management group

Investec

Category

Asia Pacific Equity

Related benchmark used

MSCI AC Asia ex-Japan

One-year total return outperformance (actual return)

4.8 (48)

Five-year total return outperformance (actual return)

12.8 (91.7)

Assets/Market capitalisation (£m)

£218m

Name of manager(s)/management team(s)

Greg Kuhnert

Selection Criteria
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Name of fund:

Invesco Perpetual Asian

Management group

Invesco Perpetual

Category

Asia Pacific Equity

Related benchmark used

MSCI AC Asia ex-Japan

One-year total return outperformance (actual return)

11.2 (54.4)

Five-year total return outperformance (actual return)

34.1 (113)

Assets/Market capitalisation (£m)

£1.1bn

Name of manager(s)/management team(s)

William Lam

Selection Criteria
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Name of fund:

Threadneedle Dynamic Real Return

Management group

Columbia Threadneedle

Category

Absolute Return

Related benchmark used

Libor GBP 3 months

One-year total return outperformance (actual return)

10.1 (10.7)

Three-year total return outperformance (actual return)

18.2 (19.8)

Assets/Market capitalisation (£m)

£616m

Name of manager(s)/management team(s)

Toby Nangle

Selection Criteria
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Name of fund:

Schroder ISF Asian Bond Absolute Return

Management group

Schroders

Category

Absolute Return

Related benchmark used

Libor GBP 3 months

One-year total return outperformance (actual return)

13.3 (13.9)

Three-year total return outperformance (actual return)

15.5 (17.1)

Assets/Market capitalisation (£m)

£292m

Name of manager(s)/management team(s)

Rajeev De Mello

Selection Criteria
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Name of fund:

Henderson European Absolute Return

Management group

Janus Henderson

Category

Absolute Return

Related benchmark used

Libor GBP 3 months

One-year total return outperformance (actual return)

7.6 (8.2)

Three-year total return outperformance (actual return)

9.1 (10.7)

Assets/Market capitalisation (£m)

£84m

Name of manager(s)/management team(s)

John Bennett

Selection Criteria
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Name of fund:

Liontrust GF European Strategic Equity

Management group

Liontrust

Category

Absolute Return

Related benchmark used

Libor GBP 3 months

One-year total return outperformance (actual return)

9.7 (10.3)

Three-year total return outperformance (actual return)

20.8 (22.4)

Assets/Market capitalisation (£m)

£92m

Name of manager(s)/management team(s)

James Inglis-Jones and Samantha Gleave

Selection Criteria
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Name of fund:

Brooks Macdonald Defensive Capital

Management group

Brooks Macdonald

Category

Absolute Return

Related benchmark used

Libor GBP 3 months

One-year total return outperformance (actual return)

11.6 (12)

Three-year total return outperformance (actual return)

17.3 (18.9)

Assets/Market capitalisation (£m)

£382m

Name of manager(s)/management team(s)

Jonathan Gumpel

Selection Criteria