2020 Shortlist

Multi-Asset

Managed Cautious

  • ASI MyFolio Market II
  • Aviva Investors Distribution 2
  • AXA Framlington Managed Income
  • BNY Mellon Multi-Asset Diversified Return
  • Fidelity Multi Asset Income
  • Jupiter Merlin Conservative Portfolio
  • Liontrust Sustainable Future Defensive Managed
  • Royal London Sustainable Managed Growth

Managed Balanced

  • Barclays Wealth Global Markets 3
  • Jupiter Monthly Alternative Income
  • Kames Diversified Monthly Income
  • Liontrust Sustainable Future Cautious Managed
  • M&G Episode Income
  • Rathbone Multi Asset Strategic Growth
  • Royal London Sustainable Diversified
  • Zurich Horizon Multi-Asset II

Managed Growth

  • ASI Multi-Asset I Fund
  • Baillie Gifford Managed
  • Close Growth Portfolio
  • Liontrust Sustainable Future Managed
  • Premier Diversified Growth
  • Royal London Sustainable World
  • Sarasin Global Equity Real Return
  • Thesis Lion Growth

Managed Income

  • Aviva Investors Distribution 2
  • AXA Framlington Managed Income
  • BNY Mellon Multi-Asset Income
  • Fidelity Multi Asset Income
  • Jupiter Merlin Income Portfolio
  • Jupiter Monthly Alternative Income
  • Kames Diversified Monthly Income
  • M&G Episode Income
  • Premier Multi-Asset Distribution

Absolute Return

  • BlackRock European Absolute Alpha
  • LF Odey Absolute Return
  • M&G Absolute Return Bond
  • Man GLG Alpha Select Alternative
  • Merian UK Specialist Equity
  • Sanlam Multi Strategy
  • Schroder UK Dynamic Absolute Return
  • Vontobel Fund - TwentyFour Absolute Return Credit


Equities

Asia Pacific ex Japan

  • Fidelity Asia Pacific Opportunities
  • Fidelity Asian Dividend
  • JPM Asia Growth
  • Jupiter Asian Income
  • Mirae Asset Asia Great Consumer Equity
  • Morgan Stanley Investment Funds - Asia Opportunity
  • Pinebridge Asia ex Japan Small Cap Equity
  • T. Rowe Price Asian Opportunities Equity
  • UBS (Lux) ES Asian Smaller Companies

China

  • Baillie Gifford China
  • BNP Paribas Funds China Equity
  • First State China Growth
  • JPM China
  • Matthews Asia-China
  • Matthews China Small Companies
  • Neuberger Berman China Equity
  • UBS (Lux) Equity Fund - China Opportunity

India

  • Aberdeen Standard SICAV I - Indian Equity
  • Amundi Funds - SBI FM India Equity
  • BGF India
  • Fidelity Funds - India Focus
  • Mirae Asset India Sector Leader Equity
  • Nomura Funds India Equity
  • Schroder ISF Indian Equity
  • Schroder ISF Indian Opportunities
  • UTI India Dynamic Equity Fund

Japan

  • Atlantis Japan Opportunities
  • Comgest Growth Japan
  • First State Japan Equity
  • JPM Japan
  • Jupiter Japan Income
  • Legg Mason IF Japan Equity
  • LF Ruffer Japanese
  • RWC Nissay Japan Focus
  • T. Rowe Price Japanese Equity

Europe

  • Comgest Growth Europe ex UK
  • Comgest Growth Europe Smaller Companies • Fidelity European
  • Fidelity Funds - European Dynamic Growth
  • Jupiter European
  • LF Miton European Opportunities
  • Standard Life Investments European Smaller Companies
  • Threadneedle Pan European Focus

North America

  • Brown Advisory US Equity Growth
  • Brown Advisory US Smaller Companies
  • Franklin US Opportunities 
  • JPM US Growth
  • JPM US Small Cap Growth
  • Marlborough US Multi-Cap Income
  • UBS (Lux) EF Mid Caps
  • Wells Fargo (Lux) Worldwide - U.S. All Cap Growth

Global Emerging Markets

  • Baillie Gifford Emerging Markets Leading Companies
  • Baillie Gifford Emerging Markets Growth
  • BGF Emerging Markets
  • BlackRock Emerging Markets
  • Fidelity Funds - Emerging Markets Focus
  • Hermes Global Emerging Markets
  • JPM Emerging Markets
  • JPM Emerging Markets Small Cap
  • Quilter Investors Emerging Markets Equity Growth

Global Growth

  • Baillie Gifford Global Discovery
  • MFS Meridian Funds - Global Research Focused
  • Morgan Stanley Investment Funds - Global Opportunity
  • Nordea 1 - Global Portfolio
  • Rathbone Global Opportunities
  • Robeco Global Consumer Trends Equities
  • Threadneedle (Lux) Global Focus

Global Income

  • Aviva Investors Global Equity Income
  • Baillie Gifford Global Income Growth
  • BNY Mellon Global Income
  • Guinness Global Equity Income
  • Investec Global Quality Equity Income
  • Kames Global Equity Income
  • Mirabaud Global Equity High Income
  • Trojan Global Income

UK Equity Income

  • Allianz UK Equity Income
  • ASI UK Income Equity
  • Franklin UK Equity Income
  • Man GLG UK Income
  • Montanaro UK Income
  • Royal London UK Equity Income
  • TB Evenlode Income
  • Trojan Ethical Income

UK Smaller Companies

  • ASI UK Smaller Companies
  • BlackRock UK Smaller Companies
  • Cavendish AIM
  • Invesco UK Smaller Companies Equity
  • JPM UK Smaller Companies
  • MI Chelverton UK Equity Growth
  • Slater Recovery
  • TB Amati UK Smaller Companies

UK Growth

  • Baillie Gifford UK Equity Alpha
  • BlackRock UK Special Situations
  • Fidelity UK Select
  • Franklin UK Mid Cap
  • Liontrust UK Ethical
  • NFU Mutual UK Growth
  • Royal London Sustainable Leaders
  • Royal London UK Dividend Growth


Bonds

£ Corporate Bond

  • Legal & General Managed Monthly Income
  • Merian Corporate Bond
  • Rathbone Ethical Bond Fund
  • Royal London Corporate Bond
  • Royal London Sterling Credit
  • Schroder Long Dated Corporate Bond
  • Schroder Sterling Corporate Bond
  • UBS Corporate Bond UK Plus

Strategic Bond

  • Allianz Strategic Bond
  • Baillie Gifford Sterling Aggregate Bond
  • Baillie Gifford Strategic Bond
  • Capital Group Global High Income Opportunities
  • Fidelity Extra Income
  • Janus Henderson Fixed Interest Monthly Income
  • Janus Henderson Preference & Bond
  • Nomura Funds Global Dynamic Bond
  • Royal London Sterling Extra Yield Bond
  • Schroder ISF Global Multi Credit

Emerging Market Debt

  • Aberdeen Standard SICAV I Frontier Markets Bond
  • Ashmore SICAV Emerging Markets Sovereign Investment Grade Debt
  • Capital Group Emerging Markets Local Currency Debt
  • Eaton Vance Emerging Markets Local Income Fund
  • Fidelity Funds - Emerging Market Corporate Debt
  • Investec Emerging Markets Local Currency Debt
  • M&G Emerging Markets Bond
  • Nordea 1 - Emerging Market Corporate Bond
  • PGIM Emerging Market Debt Local Currency

Global Bonds

  • Amundi Funds Global Bond
  • BNY Mellon International Bond
  • Fidelity Funds - Global Bond
  • Fidelity Funds - Global Corporate Bond
  • Goldman Sachs Global Fixed Income
  • JPM Global (ex-UK) Bond
  • Marlborough Global Bond
  • Merian Global Strategic Bond
  • Robeco Global Credits

Global High Yield

  • Amundi Funds Global High Yield Bond.
  • BGF Global High Yield Bond
  • BlueBay Global High Yield Bond
  • BNY Mellon Global High Yield Bond
  • Hermes Global High Yield Credit
  • Janus Henderson Horizon Global High Yield Bond
  • M&G Global High Yield Bond
  • T. Rowe Price Global High Yield Bond and Global High Income Bond
  • UBAM Global High Yield Solution

Global Group of the Year

  • Aberdeen Standard Investments
  • Baillie Gifford
  • BlackRock
  • Fidelity International
  • JP Morgan Asset Management
  • Jupiter Asset Management
  • Royal London Asset Management
  • Schroders

Specialist Group of the Year

  • Brown Advisory
  • First State Investments
  • Marlborough Fund Managers
  • Matthews Asia
  • Mirae Asset Global Investments
  • Troy Asset Management