SHORTLIST 2021




Equities:

Asia Pacific Excluding Japan

  • Allianz Total Return Asian Equity Fund
  • Baillie Gifford Pacific Fund
  • Fidelity Asia Fund
  • Fidelity Asia Pacific Opportunities Fund
  • GAM Multistock Asia Focus Equity Fund
  • JPM Asia Growth Fund
  • Matthews Asia Ex Japan Dividend Fund
  • Nomura Funds Asia ex Japan High Conviction Fund
  • T. Rowe Price Asian ex-Japan Equity Fund
  • Veritas Asian Fund

China

  • Allianz All China Equity Fund
  • Baillie Gifford China Fund
  • Barings Hong Kong China Fund
  • FSSA All China Fund
  • Goldman Sachs China Opportunity Equity Portfolio Fund
  • JPM Greater China Fund
  • Pictet-Greater China Fund
  • Schroder ISF Greater China Fund

India

  • Fidelity India Focus Fund
  • Goldman Sachs India Equity Portfolio
  • Manulife GF India Equity Fund
  • Mirae Asset India Mid Cap Equity Fund
  • Pictet-Indian Equities Fund
  • PineBridge India Equity Fund
  • Stewart Investors Indian Subcontinent Sustainability Fund
  • UTI India Dynamic Equity Fund

Japan

  • Baillie Gifford Japanese Smaller Companies Fund
  • Comgest Growth Japan Fund
  • FSSA Japan Focus Fund
  • JPM Japan Fund
  • Nomura Funds Japan High Conviction Fund
  • RWC Nissay Japan Focus Fund
  • T. Rowe Price Japanese Equity Fund
  • Threadneedle Japan Fund

Europe

  • Allianz Continental European Fund
  • Baillie Gifford European Fund
  • BlackRock Continental European Fund
  • BlackRock European Dynamic Fund
  • Comgest Growth Europe ex UK Fund
  • Man GLG Continental European Growth Fund
  • Premier Miton European Opportunities Fund
  • SLI European Smaller Companies Fund
  • Wellington Pan European Small Cap Equity Fund

North  America

  • AXA Framlington American Growth Fund
  • Baillie Gifford American Fund
  • Brown Advisory US Sustainable Growth Fund
  • JPM US Small Cap Growth Fund
  • Lord Abbett Innovation Growth Fund
  • Morgan Stanley Investment Funds US Advantage Fund
  • Morgan Stanley Investment Funds US Growth Fund
  • PGIM Jennison US Growth Fund
  • T. Rowe Price US Smaller Companies Equity Fund
  • UBS US Growth Fund
  • Wells Fargo (Lux) Worldwide Fund U.S. All Cap Growth Fund

Global Emerging Markets

  • Aubrey Global Emerging Markets Opportunities Fund
  • Baillie Gifford Emerging Markets Growth Fund
  • Baillie Gifford Emerging Markets Leading Companies Fund
  • BlackRock Emerging Markets Fund
  • Carmignac Portfolio Emergents Fund
  • Federated Hermes Global Emerging Markets Fund
  • Fidelity Emerging Markets Focus Fund
  • Goldman Sachs Emerging Markets Equity Portfolio Fund
  • JPM Emerging Markets Fund
  • PGIM Jennison Emerging Markets Equity Fund

Global Growth

  • AMP Capital Global Companies Fund
  • Baillie Gifford Global Discovery
  • Baillie Gifford Long Term Global Growth Investment Fund
  • Baillie Gifford Positive Change Fund
  • GAM Star Disruptive Growth Fund
  • Liontrust Sustainable Future Global Growth Fund
  • Robeco Global Consumer Trends Equities Fund
  • T. Rowe Price Global Focused Growth Equity Fund
  • VT Gravis Clean Energy Income Fund
  • Wellington Global Innovation Fund

Global Income

  • Aviva Investors Global Equity Income Fund
  • Baillie Gifford Global Income Growth Fund
  • Fidelity Global Dividend Fund
  • HSBC Global Equity Income Fund
  • Legg Mason IF ClearBridge Global Infrastructure Income Fund
  • Liontrust Global Dividend Fund
  • Sarasin Global Dividend Fund
  • Guinness Global Equity Income Fund

UK Growth

  • ASI UK Responsible Equity Fund
  • Baillie Gifford UK Equity Alpha Fund
  • CFP SDL UK Buffettology Fund General Income
  • Liontrust Sustainable Future UK Growth Fund
  • Liontrust UK Ethical Fund
  • MI Chelverton UK Equity Growth Fund
  • Premier Miton UK Growth Fund
  • Royal London Sustainable Leaders Trust

UK Smaller Companies 

  • FP Octopus UK Micro Cap Growth Fund
  • Liontrust UK Micro Cap Fund
  • Liontrust UK Smaller Companies Fund
  • Marlborough Nano Cap Growth Fund
  • Ninety One UK Smaller Companies Fund
  • TB Amati UK Smaller Companies Fund
  • TM Stonehage Fleming AIM Fund
  • VT Teviot UK Smaller Companies Fund

UK Equity Income

  • Allianz UK Equity Income Fund
  • Artemis Income Fund
  • ASI UK Income Equity Fund
  • BlackRock UK Income Fund
  • Janus Henderson UK Responsible Income Fund
  • LF Gresham House UK Multi Cap Income Fund
  • Threadneedle UK Equity Income Fund



Bonds:

£ Strategic Bond

  • Aegon Strategic Bond Fund
  • Allianz Strategic Bond Fund
  • Baillie Gifford Sterling Aggregate Bond Fund
  • Janus Henderson Preference & Bond Fund
  • Janus Henderson Strategic Bond Fund
  • Merian Global Strategic Bond Fund
  • Nomura Funds Global Dynamic Bond Fund
  • Sarasin Sterling Bond Fund
  • Waverton Sterling Bond Fund

£ Corporate Bond

  • ASI (SLI) Corporate Bond Fund
  • BNY Mellon Global Credit Fund
  • HSBC Corporate Bond Fund
  • Janus Henderson Institutional Long Dated Credit Fund
  • L&G Fixed Interest Trust
  • L&G Managed Monthly Income Trust
  • Rathbone Ethical Bond Fund
  • Royal London Corporate Bond Fund
  • Schroder Long Dated Corporate Bond Fund
  • Schroder Sterling Corporate Bond Fund

Global Bonds

  • AXA World Funds US Dynamic High Yield Bonds Fund
  • Dodge & Cox Worldwide Global Bond Fund
  • Goldman Sachs Global Fixed Income Portfolio
  • LF Canlife Global Macro Bond Fund
  • PGIM Broad Market U.S. High Yield Bond Fund
  • PGIM European High Yield Bond Fund
  • Robeco Global Credits Fund
  • Waverton Global Strategic Bond Fund

£ High Yield

  • AXA Global High Income Fund
  • Barings European High Yield Bond Fund
  • BNY Mellon Global High Yield Bond Fund Institutional
  • GS ESG-Enhanced Europe High Yield Bond Portfolio
  • JPM Global High Yield Bond Fund
  • L&G High Income Trust
  • Royal London Global High Yield Bond Fund
  • Threadneedle High Yield Bond Fund

Global Emerging Markets Bond

  • Barings Emerging Markets Debt Blended Total Return Fund
  • Barings Emerging Markets Sovereign Debt Fund
  • Capital Group Emerging Markets Debt Fund
  • Eaton Vance Intl (IRL) Emerging Markets Debt Opportunities Fund
  • Eaton Vance Intl (IRL) Emerging Markets Local Income Fund
  • Goldman Sachs Emerging Markets Corporate Bond Portfolio
  • M&G Emerging Markets Bond Fund
  • Neuberger Berman Emerging Market Corporate Debt Fund
  • Ninety One Emerging Markets Blended Debt Fund

Absolute Return

  • BlackRock European Absolute Alpha Fund
  • BNY Mellon Multi-Asset Diversified Return Fund
  • BNY Mellon Real Return Fund
  • Jupiter Strategic Absolute Return Bond Fund
  • Jupiter UK Specialist Equity Fund
  • Man GLG Alpha Select Alternative Fund
  • Sanlam Multi Strategy Fund
  • Schroder ISF Asian Bond Total Return Fund
  • Threadneedle Dynamic Real Return Fund
  • TMI Diversified Assets Fund
  • Veritas Global Real Return


Multi-Asset:

Managed - Flexible Investment

  • BNY Mellon Multi-Asset Growth Fund
  • Close Managed Growth Fund
  • FP Mattioli Woods Adventurous Fund
  • LF Ruffer Japanese
  • LF Waverton Portfolio Fund
  • Liontrust Global Alpha Fund
  • Liontrust Sustainable Future Managed Growth Fund
  • New Capital Strategic Portfolio UCITS Fund
  • Sentinel Enterprise Portfolio Fund
  • Threadneedle Managed Equity Fund

Managed 40-85% Shares

  • Baillie Gifford Managed Fund
  • BlackRock Balanced Managed Fund
  • Janus Henderson Institutional Global Responsible Managed Fund
  • Liontrust Balanced Fund
  • Liontrust Sustainable Future Managed 2 Fund
  • Premier Miton Diversified Growth Fund
  • Royal London Sustainable World Trust
  • Sarasin Global Equity Real Return Fund
  • Sentinel Growth Portfolio Fund
  • SVS Brown Shipley Growth Fund

Managed 20-60% Shares

  • 7IM Sustainable Balance Fund
  • Barclays Wealth Global Markets 3 Fund
  • Fidelity Multi Asset Allocator Strategic Fund
  • Liontrust Sustainable Future Defensive Managed Fund
  • Royal London Sustainable Diversified Trust
  • SVS Brown Shipley Income Fund
  • Threadneedle Managed Equity and Bond Fund
  • Waverton Multi-Asset Income Fund

Managed 0-35% Shares

  • BlackRock Consensus 35 Fund
  • Fidelity Multi Asset Allocator Defensive Fund
  • Goldman Sachs Global Multi-Asset Conservative Portfolio Fund
  • Jupiter Merlin Conservative Fund
  • Liontrust MA Active Moderate Income Fund
  • Royal London Sustainable Managed Growth Trust
  • Scottish Widows Cautious Portfolio
  • Threadneedle Managed Bond Focused Fund



Group Awards:

Global Group of the Year

  • Baillie Gifford
  • BlackRock
  • Columbia Threadneedle Investments
  • Fidelity International
  • Goldman Sachs Asset Management
  • J.P. Morgan Asset Management
  • Liontrust Asset Management
  • Royal London Asset Management

Specialist Group of the Year

  • Brown Shipley
  • First Sentier Investors
  • Premier Miton Investors
  • Sarasin & Partners
  • Sentinel
  • Veritas Asset Management
  • Waverton Investment Management