Members 2018

The FTAdviser Investment 100 Club consists of our five nominations 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

  • EdenTree Investment Management
  • Lindsell Train
  • Jupiter Asset Management
  • Man GLG
  • Old Mutual Global Investors

Large Investment Group

  • Baillie Gifford
  • BlackRock
  • JPMorgan Asset Management
  • RLAM
  • Standard Life Aberdeen

To view the 2017 members please click here.

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 2018.

Candidate funds are ranked by their outperformance of a relevant benchmark in the year to 31 May 2018. 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 2018).

– 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:

JP Morgan Smaller Cos IT

Management group

JPMorgan Asset Management

Category

UK Smaller Companies

Related benchmark used

FTSE Small Cap ex-IT

One-year total return outperformance (actual return)

25.4 (31)

Five-year total return outperformance (actual return)

25 (101.6)

Assets/Market capitalisation (£m)

£194m

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

Georgina Brittain and Katen Patel

Selection Criteria
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Name of fund:

Jupiter UK Smaller Companies

Management group

Jupiter Asset Management

Category

UK Smaller Companies

Related benchmark used

FTSE Small Cap ex-IT

One-year total return outperformance (actual return)

25.5 (31.1)

Five-year total return outperformance (actual return)

75.4 (152)

Assets/Market capitalisation (£m)

£325m

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

James Zimmerman

Selection Criteria
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Name of fund:

Janus Henderson Smaller Cos IT

Management group

Janus Henderson

Category

UK Smaller Companies

Related benchmark used

FTSE Small Cap ex-IT

One-year total return outperformance (actual return)

18.2 (23.8)

Five-year total return outperformance (actual return)

60.7 (137.3)

Assets/Market capitalisation (£m)

£726m

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

Neil Hermon

Selection Criteria
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Name of fund:

Cavendish Aim

Management group

Cavendish

Category

UK Smaller Companies

Related benchmark used

FTSE Small Cap ex-IT

One-year total return outperformance (actual return)

18.3 (23.9)

Five-year total return outperformance (actual return)

78.1 (154.7)

Assets/Market capitalisation (£m)

£79m

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

Paul Mumford

Selection Criteria
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Name of fund:

BlackRock Throgmorton Trust

Management group

BlackRock

Category

UK Smaller Companies

Related benchmark used

FTSE Small Cap ex-IT

One-year total return outperformance (actual return)

20.2 (25.8)

Five-year total return outperformance (actual return)

65 (141.6)

Assets/Market capitalisation (£m)

£393m

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

Dan Whitestone

Selection Criteria
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Name of fund:

Standard Life Equity Income IT

Management group

Standard Life Aberdeen

Category

UK Equity Income

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

7.7 (14.2)

Five-year total return outperformance (actual return)

19.6 (65)

Assets/Market capitalisation (£m)

£242m

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

Thomas Moore

Selection Criteria
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Name of fund:

Schroder Income

Management group

Schroders

Category

UK Equity Income

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

7.9 (14.4)

Five-year total return outperformance (actual return)

17.3 (62.7)

Assets/Market capitalisation (£m)

£63m

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

Kevin Murphy and Nick Kirrage

Selection Criteria
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Name of fund:

Man GLG UK Income

Management group

Man GLG

Category

UK Equity Income

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

6.9 (13.4)

Five-year total return outperformance (actual return)

33.4 (77.8)

Assets/Market capitalisation (£m)

£611m

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

Henry Dixon

Selection Criteria
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Name of fund:

JPM Claverhouse IT

Management group

JPMorgan Asset Management

Category

UK Equity Income

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

10.3 (16.8)

Five-year total return outperformance (actual return)

55.1 (67.1)

Assets/Market capitalisation (£m)

£218m

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

William Meadon and Callum Abbot

Selection Criteria
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Name of fund:

JOHCM UK Equity Income

Management group

JOHCM

Category

UK Equity Income

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

6.2 (12.7)

Five-year total return outperformance (actual return)

17.3 (62.7)

Assets/Market capitalisation (£m)

£3,700m

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

Clive Beagles and James Lowen

Selection Criteria
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Name of fund:

Fidelity Special Values IT

Management group

Fidelity International

Category

UK Equity

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

10.1 (16.6)

Five-year total return outperformance (actual return)

53.7 (99.1)

Assets/Market capitalisation (£m)

£725m

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

Alex Wright

Selection Criteria
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Name of fund:

SDL UK Buffettology

Management group

Sanford DeLand

Category

UK Equity

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

11.9 (18.4)

Five-year total return outperformance (actual return)

77.7 (123.1)

Assets/Market capitalisation (£m)

£356m

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

Keith Ashworth-Lord

Selection Criteria
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Name of fund:

Manchester & London IT

Management group

M&L Capital Management

Category

UK Equity

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

38 (44.5)

Five-year total return outperformance (actual return)

44.4 (89.8)

Assets/Market capitalisation (£m)

£118m

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

Mark Sheppard

Selection Criteria
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Name of fund:

JP Morgan Mid Cap IT

Management group

JPMorgan Asset Management

Category

UK Equity

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

15.7 (22.2)

Five-year total return outperformance (actual return)

81.7 (127.1)

Assets/Market capitalisation (£m)

£302m

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

Georgina Brittain and Katen Patel

Selection Criteria
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Name of fund:

Baillie Gifford UK Equity Alpha

Management group

Baillie Gifford

Category

UK Equity

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

12.4 (18.9)

Five-year total return outperformance (actual return)

14.4 (59.8)

Assets/Market capitalisation (£m)

£367m

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

Gerard Callahan

Selection Criteria
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Name of fund:

Sanlam Strategic Bond

Management group

Sanlam

Category

Sterling Strategic Bond

Related benchmark used

IA Sterling Strategic Bond sector

One-year total return outperformance (actual return)

5.8 (6.3)

Five-year total return outperformance (actual return)

22.6 (40.9)

Assets/Market capitalisation (£m)

£244m

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

Craig Veysey

Selection Criteria
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Name of fund:

Royal London Sterling Extra Yield Bond

Management group

RLAM

Category

Sterling Strategic Bond

Related benchmark used

IA Sterling Strategic Bond sector

One-year total return outperformance (actual return)

6.3 (6.8)

Five-year total return outperformance (actual return)

28.2 (46.5)

Assets/Market capitalisation (£m)

£1,695m

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

Eric Holt

Selection Criteria
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Name of fund:

Gam Star Credit Opportunities

Management group

Gam

Category

Sterling Strategic Bond

Related benchmark used

IA Sterling Strategic Bond sector

One-year total return outperformance (actual return)

3.1 (3.6)

Five-year total return outperformance (actual return)

34.2 (52.5)

Assets/Market capitalisation (£m)

£1,180m

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

Anthony Smouha and Gregoire Mivelaz

Selection Criteria
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Name of fund:

EdenTree Amity Sterling Bond

Management group

EdenTree Investment Management

Category

Sterling Strategic Bond

Related benchmark used

IA Sterling Strategic Bond sector

One-year total return outperformance (actual return)

2.7 (3.2)

Five-year total return outperformance (actual return)

6.3 (24.6)

Assets/Market capitalisation (£m)

£133m

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

Chris Hiorns and David Katimbo Mugwanya

Selection Criteria
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Name of fund:

Axa Framlington Managed Income

Management group

Axa IM

Category

Sterling Strategic Bond

Related benchmark used

IA Sterling Strategic Bond sector

One-year total return outperformance (actual return)

2.6 (3.1)

Five-year total return outperformance (actual return)

17 (35.3)

Assets/Market capitalisation (£m)

£496m

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

George Luckraft

Selection Criteria
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Name of fund:

Schroder Sterling Corporate Bond

Management group

Schroders

Category

Sterling Corporate Bond

Related benchmark used

IA Sterling Corporate Bond sector

One-year total return outperformance (actual return)

2.6 (2.4)

Five-year total return outperformance (actual return)

6.6 (28)

Assets/Market capitalisation (£m)

£239m

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

Alix Stewart, Jonathan Golan and team

Selection Criteria
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Name of fund:

Royal London Sterling Credit

Management group

RLAM

Category

Sterling Corporate Bond

Related benchmark used

IA Sterling Corporate Bond sector

One-year total return outperformance (actual return)

1.5 (1.3)

Five-year total return outperformance (actual return)

6.7 (28.1)

Assets/Market capitalisation (£m)

£1,646m

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

Paola Binns

Selection Criteria
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Name of fund:

Royal London Corporate Bond

Management group

RLAM

Category

Sterling Corporate Bond

Related benchmark used

IA Sterling Corporate Bond sector

One-year total return outperformance (actual return)

1.7 (1.5)

Five-year total return outperformance (actual return)

7.7 (29.1)

Assets/Market capitalisation (£m)

£1,170m

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

Jonathan Platt and Shalin Shah

Selection Criteria
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Name of fund:

Rathbone Ethical Bond

Management group

Rathbones

Category

Sterling Corporate Bond

Related benchmark used

IA Sterling Corporate Bond sector

One-year total return outperformance (actual return)

2.7 (2.5)

Five-year total return outperformance (actual return)

11.1 (32.5)

Assets/Market capitalisation (£m)

£1,140m

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

Bryn Jones and Noelle Cazalis

Selection Criteria
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Name of fund:

BlackRock Corporate Bond

Management group

BlackRock

Category

Sterling Corporate Bond

Related benchmark used

IA Sterling Corporate Bond sector

One-year total return outperformance (actual return)

1.4 (1.2)

Five-year total return outperformance (actual return)

5.9 (27.3)

Assets/Market capitalisation (£m)

£689m

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

Ben Edwards

Selection Criteria
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Name of fund:

Technology: Allianz Technology Trust

Management group

Allianz Global Investors

Category

Specialist Sectors and Assets

Related benchmark used

Peer group

One-year total return outperformance (actual return)

38.9

Five-year total return outperformance (actual return)

250

Assets/Market capitalisation (£m)

£422m

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

Walter Price

Selection Criteria
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Name of fund:

Private equity: Hg Capital Trust

Management group

Hg Capital

Category

Specialist Sectors and Assets

Related benchmark used

Peer group

One-year total return outperformance (actual return)

25.5

Five-year total return outperformance (actual return)

87.5

Assets/Market capitalisation (£m)

£698m

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

Team managed

Selection Criteria
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Name of fund:

Healthcare/biotech: Axa Framlington Biotech

Management group

Axa IM

Category

Specialist Sectors and Assets

Related benchmark used

Peer group

One-year total return outperformance (actual return)

16.8

Five-year total return outperformance (actual return)

113.4

Assets/Market capitalisation (£m)

£491m

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

Linden Thomson

Selection Criteria
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Name of fund:

Frontier Markets: BlackRock Frontiers IT

Management group

BlackRock

Category

Specialist Sectors and Assets

Related benchmark used

Peer group

One-year total return outperformance (actual return)

7.7

Five-year total return outperformance (actual return)

71.9

Assets/Market capitalisation (£m)

£300m

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

Sam Vecht and Emily Fletcher

Selection Criteria
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Name of fund:

Financials: Jupiter Financial Opportunities

Management group

Jupiter Asset Management

Category

Specialist Sectors and Assets

Related benchmark used

Peer group

One-year total return outperformance (actual return)

17.1

Five-year total return outperformance (actual return)

68.1

Assets/Market capitalisation (£m)

£589m

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

Guy de Blonay

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)

2.9 (1.9)

Five-year total return outperformance (actual return)

10.9 (26)

Assets/Market capitalisation (£m)

£665m

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

Michael Poole

Selection Criteria
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Name of fund:

Pimco GIS Euro Long Av Duration

Management group

Pimco

Category

Specialist Bond Funds

Related benchmark used

IA Global Bonds sector

One-year total return outperformance (actual return)

5.3 (4.3)

Five-year total return outperformance (actual return)

30.7 (45.8)

Assets/Market capitalisation (£m)

£216m

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

Andrew Balls and Lorenzo Pagani

Selection Criteria
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Name of fund:

Candriam Bonds Emerging Markets

Management group

Candriam

Category

Specialist Bond Funds

Related benchmark used

IA Global Emerging Markets Bond sector

One-year total return outperformance (actual return)

3.1 (0)

Five-year total return outperformance (actual return)

7.9 (18.5)

Assets/Market capitalisation (£m)

£2,029m

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

Helena Clijsters and Diliana Deltcheva

Selection Criteria
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Name of fund:

Aberdeen Global Select Euro High Yield Bond

Management group

Standard Life Aberdeen

Category

Specialist Bond Funds

Related benchmark used

IA Global Bonds sector

One-year total return outperformance (actual return)

2.9 (1.9)

Five-year total return outperformance (actual return)

17.5 (32.6)

Assets/Market capitalisation (£m)

£830m

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

Team managed

Selection Criteria
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Name of fund:

BNY Mellon EM Corporate Debt

Management group

BNY Mellon

Category

Specialist Bond Funds

Related benchmark used

IA Global Emerging Markets Bond sector

One-year total return outperformance (actual return)

3.6 (0.5)

Five-year total return outperformance (actual return)

13.9 (24.5)

Assets/Market capitalisation (£m)

£201m

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

Colm McDonagh

Selection Criteria
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Name of fund:

SLI Property Income Trust

Management group

Standard Life Aberdeen

Category

Property

Related benchmark used

AIC Property Direct - UK

One-year total return outperformance (actual return)

11.4 (14)

Five-year total return outperformance (actual return)

61.5 (126)

Assets/Market capitalisation (£m)

£388m

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

Jason Baggaley

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)

7.6 (10.2)

Five-year total return outperformance (actual return)

78.3 (142.8)

Assets/Market capitalisation (£m)

£484m

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

Team managed

Selection Criteria
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Name of fund:

Janus Henderson Horizon Pan Euro Prop Equities

Management group

Janus Henderson

Category

Property

Related benchmark used

IA Property sector

One-year total return outperformance (actual return)

8.4 (13.4)

Five-year total return outperformance (actual return)

59.7 (98.6)

Assets/Market capitalisation (£m)

£369m

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

Guy Barnard

Selection Criteria
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Name of fund:

Aberdeen Property Share

Management group

Standard Life Aberdeen

Category

Property

Related benchmark used

IA Property sector

One-year total return outperformance (actual return)

5.6 (10.6)

Five-year total return outperformance (actual return)

30.5 (69.4)

Assets/Market capitalisation (£m)

£419m

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

Team managed

Selection Criteria
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Name of fund:

F&C Real Estate Securities

Management group

BMO Global Asset Management

Category

Property

Related benchmark used

IA Property sector

One-year total return outperformance (actual return)

6.3 (11.3)

Five-year total return outperformance (actual return)

59.6 (98.5)

Assets/Market capitalisation (£m)

£199m

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

Alban Lhonneur and Marcus Phayre-Mudge

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)

13.9 (22.7)

Five-year total return outperformance (actual return)

64.6 (153.6)

Assets/Market capitalisation (£m)

£513m

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)

22.5 (31.3)

Five-year total return outperformance (actual return)

61.8 (150.8)

Assets/Market capitalisation (£m)

£1,917m

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

Dennis Lynch and team

Selection Criteria
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Name of fund:

Legg Mason ClearBridge US Large Cap Growth

Management group

Legg Mason

Category

North American Equity

Related benchmark used

S&P 500

One-year total return outperformance (actual return)

13.3 (22.1)

Five-year total return outperformance (actual return)

19.7 (108.7)

Assets/Market capitalisation (£m)

£879m

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

Peter Bourbeau and Margaret Vitrano

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)

16.7 (33.4)

Five-year total return outperformance (actual return)

27.1 (125.6)

Assets/Market capitalisation (£m)

£177m

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

Don San Jose, Daniel Percella and Jon Brachle

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)

26.7 (35.5)

Five-year total return outperformance (actual return)

76.6 (165.6)

Assets/Market capitalisation (£m)

£1,471m

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

Gary Robinson, Helen Xiong, Tom Slater, Kirsty Gibson

Selection Criteria
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Name of fund:

Miton Cautious Monthly Income

Management group

Miton Asset Management

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 20-60% Shares sector

One-year total return outperformance (actual return)

1.6 (3.7)

Five-year total return outperformance (actual return)

9.4 (36.1)

Assets/Market capitalisation (£m)

£286m

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

David Jane and Anthony Rayner

Selection Criteria
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Name of fund:

M&G Episode Income

Management group

M&G Investments

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 20-60% Shares sector

One-year total return outperformance (actual return)

2.6 (4.7)

Five-year total return outperformance (actual return)

12.3 (39)

Assets/Market capitalisation (£m)

£832m

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

Steven Andrew and Maria Municchi

Selection Criteria
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Name of fund:

Hawksmoor Distribution

Management group

Hawksmoor IM

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

0.6 (4.9)

Five-year total return outperformance (actual return)

9.3 (47.5)

Assets/Market capitalisation (£m)

£125m

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

Daniel Lockyer, Richard Scott and Ben Conway

Selection Criteria
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Name of fund:

EdenTree Higher Income

Management group

EdenTree Investment Management

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

1.7 (6)

Five-year total return outperformance (actual return)

0.7 (38.9)

Assets/Market capitalisation (£m)

£463m

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

Robin Hepworth, David Katimbo Mugwanya, Thomas Fitzgerald

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)

0.6 (2.7)

Five-year total return outperformance (actual return)

30.3 (57)

Assets/Market capitalisation (£m)

£813m

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

Jacob de Tusch-Lec and James Foster

Selection Criteria
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Name of fund:

Royal London Sustainable World Trust

Management group

RLAM

Category

Mixed Asset

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

6.2 (10.5)

Five-year total return outperformance (actual return)

44.5 (82.7)

Assets/Market capitalisation (£m)

£460m

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

Mike Fox

Selection Criteria
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Name of fund:

Premier Diversified

Management group

Premier Asset Management

Category

Mixed Asset

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

6.5 (10.8)

Five-year total return outperformance (actual return)

55.6 (17.4)

Assets/Market capitalisation (£m)

£88m

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

Neil Birrell

Selection Criteria
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Name of fund:

Neptune Global Alpha

Management group

Neptune Investment Management

Category

Mixed Asset

Related benchmark used

IA Flexible Investment sector

One-year total return outperformance (actual return)

21.7 (26.5)

Five-year total return outperformance (actual return)

57 (96.2)

Assets/Market capitalisation (£m)

£103m

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

Robin Geffen

Selection Criteria
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Name of fund:

Liontrust Sustainable Future Ab Growth

Management group

Liontrust Asset Management

Category

Mixed Asset

Related benchmark used

IA Flexible Investment sector

One-year total return outperformance (actual return)

9 (13.8)

Five-year total return outperformance (actual return)

27.9 (67.1)

Assets/Market capitalisation (£m)

£168m

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

Peter Michaelis and Simon Clements

Selection Criteria
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Name of fund:

Baillie Gifford Managed

Management group

Baillie Gifford

Category

Mixed Asset

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

6 (10.3)

Five-year total return outperformance (actual return)

23.3 (61.5)

Assets/Market capitalisation (£m)

£3,400m

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

Iain McCombie and Steven Hay

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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)

12 (24.4)

Five-year total return outperformance (actual return)

70.1 (150.5)

Assets/Market capitalisation (£m)

£229m

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

Michael Lindsell

Selection Criteria
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Name of fund:

Legg Mason IF Japan Equity

Management group

Legg Mason

Category

Japanese Equity

Related benchmark used

TSE Topix

One-year total return outperformance (actual return)

20.7 (33.1)

Five-year total return outperformance (actual return)

113.4 (193.8)

Assets/Market capitalisation (£m)

£1,124m

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

Hideo Shiozumi

Selection Criteria
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Name of fund:

JPM Japanese IT

Management group

JPMorgan Asset Management

Category

Japanese Equity

Related benchmark used

TSE Topix

One-year total return outperformance (actual return)

13.4 (25.8)

Five-year total return outperformance (actual return)

46.6 (127)

Assets/Market capitalisation (£m)

£737m

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

Nicholas Weindling and Shoichi Mizusawa

Selection Criteria
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Name of fund:

Invesco Perpetual Japanese Smaller Cos

Management group

Invesco Perpetual

Category

Japanese Equity

Related benchmark used

TSE Topix Small

One-year total return outperformance (actual return)

11.8 (30.7)

Five-year total return outperformance (actual return)

24.7 (137.7)

Assets/Market capitalisation (£m)

£85m

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

Osamu Tokuno

Selection Criteria
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Name of fund:

Fidelity Japan IT

Management group

Fidelity International

Category

Japanese Equity

Related benchmark used

TSE Topix

One-year total return outperformance (actual return)

28.7 (41.1)

Five-year total return outperformance (actual return)

59.1 (139.5)

Assets/Market capitalisation (£m)

£220m

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

Nicholas Price

Selection Criteria
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Name of fund:

SLI Global Smaller Companies

Management group

Standard Life Aberdeen

Category

Global Equity

Related benchmark used

MSCI AC World

One-year total return outperformance (actual return)

16.1 (24.6)

Five-year total return outperformance (actual return)

47.4 (121.8)

Assets/Market capitalisation (£m)

£966m

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

Alan Rowsell

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)

21.2 (29.7)

Five-year total return outperformance (actual return)

134.5 (208.9)

Assets/Market capitalisation (£m)

£7,236m

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

James Anderson and Tom Slater

Selection Criteria
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Name of fund:

Morgan Stanley Global Opp

Management group

Morgan Stanley Investment Management

Category

Global Equity

Related benchmark used

MSCI AC World

One-year total return outperformance (actual return)

24.9 (33.4)

Five-year total return outperformance (actual return)

116.7 (191.1)

Assets/Market capitalisation (£m)

£5,076m

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

Kiristian Heugh

Selection Criteria
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Name of fund:

Lindsell Train IT

Management group

Lindsell Train

Category

Global Equity

Related benchmark used

MSCI AC World

One-year total return outperformance (actual return)

46.9 (35.4)

Five-year total return outperformance (actual return)

171.8 (246.2)

Assets/Market capitalisation (£m)

£6.4bn

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

Nick Train

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)

34.9 (43.4)

Five-year total return outperformance (actual return)

86.5 (162.9)

Assets/Market capitalisation (£m)

£466m

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

Douglas Brodie, Luke Ward, Svetlana Viteva

Selection Criteria
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Name of fund:

UBS GEM Equity

Management group

UBS Global Asset Management

Category

Global Emerging Markets

Related benchmark used

MSCI Emerging Markets

One-year total return outperformance (actual return)

4.4 (15)

Five-year total return outperformance (actual return)

17 (59.2)

Assets/Market capitalisation (£m)

£793m

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

Urs Antonioli

Selection Criteria
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Name of fund:

T Rowe Price EM Equity

Management group

T Rowe Price

Category

Global Emerging Markets

Related benchmark used

MSCI Emerging Markets

One-year total return outperformance (actual return)

2.8 (13.4)

Five-year total return outperformance (actual return)

14.5 (56.7)

Assets/Market capitalisation (£m)

£2,281m

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

Gonzalo Pangaro

Selection Criteria
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Name of fund:

Barings Global Emerging Markets

Management group

Barings Asset Management

Category

Global Emerging Markets

Related benchmark used

MSCI Emerging Markets

One-year total return outperformance (actual return)

3.9 (14.5)

Five-year total return outperformance (actual return)

12.5 (54.7)

Assets/Market capitalisation (£m)

£406m

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

Isabelle Irish, William Palmer and Michael Levy

Selection Criteria
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Name of fund:

GS Emerging Markets Core Equity

Management group

Goldman Sachs AM

Category

Global Emerging Markets

Related benchmark used

MSCI Emerging Markets

One-year total return outperformance (actual return)

2.9 (13.5)

Five-year total return outperformance (actual return)

14.5 (56.7)

Assets/Market capitalisation (£m)

£2,673m

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

Team managed

Selection Criteria
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Name of fund:

Allianz EM Equity

Management group

Allianz Global Investors

Category

Global Emerging Markets

Related benchmark used

MSCI Emerging Markets

One-year total return outperformance (actual return)

3.1 (13.7)

Five-year total return outperformance (actual return)

15.2 (57.4)

Assets/Market capitalisation (£m)

£205m

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

Kunal Ghosh and Lu Yu

Selection Criteria
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Name of fund:

L&G European Trust

Management group

L&G

Category

European Equity

Related benchmark used

MSCI Europe

One-year total return outperformance (actual return)

6.1 (7.8)

Five-year total return outperformance (actual return)

25.1 (72.6)

Assets/Market capitalisation (£m)

£156m

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

Gavin Launder

Selection Criteria
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Name of fund:

Man GLG Continental Euro Growth

Management group

Man GLG

Category

European Equity

Related benchmark used

MSCI Europe

One-year total return outperformance (actual return)

9.2 (10.9)

Five-year total return outperformance (actual return)

87.5 (135)

Assets/Market capitalisation (£m)

£1,488m

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

Rory Powe

Selection Criteria
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Name of fund:

Jupiter European

Management group

Jupiter Asset Management

Category

European Equity

Related benchmark used

MSCI Europe

One-year total return outperformance (actual return)

15.7 (17.4)

Five-year total return outperformance (actual return)

54.6 (102.1)

Assets/Market capitalisation (£m)

£5,200m

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

Alexander Darwall

Selection Criteria
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Name of fund:

Hermes Europe ex-UK Equity

Management group

Hermes AM

Category

European Equity

Related benchmark used

MSCI Europe

One-year total return outperformance (actual return)

9.4 (11.1)

Five-year total return outperformance (actual return)

31.7 (79.2)

Assets/Market capitalisation (£m)

£135m

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

James Rutherford and Tim Crockford

Selection Criteria
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Name of fund:

BlackRock European Dynamic

Management group

BlackRock

Category

European Equity

Related benchmark used

MSCI Europe

One-year total return outperformance (actual return)

6.9 (8.6)

Five-year total return outperformance (actual return)

39.6 (87.1)

Assets/Market capitalisation (£m)

£3,050m

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

Alister Hibbert

Selection Criteria
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Name of fund:

Veritas Asian

Management group

Veritas AM

Category

Asia Pacific Equity

Related benchmark used

MSCI AC Asia ex-Japan

One-year total return outperformance (actual return)

9.5 (23.3)

Five-year total return outperformance (actual return)

52.1 (119.2)

Assets/Market capitalisation (£m)

£1,284m

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

Ezra Sun

Selection Criteria
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Name of fund:

Schroder Asian Total Return IT

Management group

Schroders

Category

Asia Pacific Equity

Related benchmark used

MSCI AC Asia ex-Japan

One-year total return outperformance (actual return)

13 (26.8)

Five-year total return outperformance (actual return)

26.4 (93.5)

Assets/Market capitalisation (£m)

£327m

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

Robin Parbrook and King Fuei Lee

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)

7.1 (20.9)

Five-year total return outperformance (actual return)

30.7 (97.8)

Assets/Market capitalisation (£m)

£523m

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

Ian Heslop, Mike Servent, Amadeo Alentorn

Selection Criteria
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Name of fund:

Barings Eastern Trust

Management group

Barings Asset Management

Category

Asia Pacific Equity

Related benchmark used

MSCI AC Asia ex-Japan

One-year total return outperformance (actual return)

5.8 (19.6)

Five-year total return outperformance (actual return)

21.1 (88.2)

Assets/Market capitalisation (£m)

£143m

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

HyungJin Lee

Selection Criteria
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Name of fund:

Baillie Gifford Pacific Horizon IT

Management group

Baillie Gifford

Category

Asia Pacific Equity

Related benchmark used

MSCI AC Asia ex-Japan

One-year total return outperformance (actual return)

35.4 (49.2)

Five-year total return outperformance (actual return)

67.8 (134.9)

Assets/Market capitalisation (£m)

£214m

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

Ewan Markson Brown and Roderick Snell

Selection Criteria
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Name of fund:

RWC US Absolute Alpha

Management group

RWC Capital Partners

Category

Absolute Return

Related benchmark used

Libor GBP 3 months

One-year total return outperformance (actual return)

10.2 (10.7)

Three-year total return outperformance (actual return)

26.4 (29)

Assets/Market capitalisation (£m)

£291m

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

Mike Corcell and Alex Robarts

Selection Criteria
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Name of fund:

Old Mutual Global Equity Absolute Return

Management group

Old Mutual Global Investors

Category

Absolute Return

Related benchmark used

Libor GBP 3 months

One-year total return outperformance (actual return)

9.5 (10)

Three-year total return outperformance (actual return)

28.7 (31.3)

Assets/Market capitalisation (£m)

£11,700m

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

Ian Heslop, Mike Servent, Amadeo Alentorn

Selection Criteria
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Name of fund:

Man GLG Alpha Select Alternative

Management group

Man GLG

Category

Absolute Return

Related benchmark used

Libor GBP 3 months

One-year total return outperformance (actual return)

12.8 (13.3)

Three-year total return outperformance (actual return)

38.2 (40.8)

Assets/Market capitalisation (£m)

£337m

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

Charles Long and Nick Judge

Selection Criteria
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Name of fund:

Fulcrum Diversified Absolute Return

Management group

Fulcrum Asset Management

Category

Absolute Return

Related benchmark used

Libor GBP 3 months

One-year total return outperformance (actual return)

2.9 (3.4)

Three-year total return outperformance (actual return)

8.8 (11.4)

Assets/Market capitalisation (£m)

£1,011m

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

Team managed

Selection Criteria
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Name of fund:

BNY Mellon Absolute Return Equity

Management group

BNY Mellon

Category

Absolute Return

Related benchmark used

Libor GBP 3 months

One-year total return outperformance (actual return)

1.9 (2.4)

Three-year total return outperformance (actual return)

9.3 (11.9)

Assets/Market capitalisation (£m)

£2,030m

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

Andrew Cawker

Selection Criteria