2023 Shortlist

Congratulations to everyone who made this year's FMYA shortlist! To find out how the shortlist is created, please visit the methodology page.

If you did not receive the entry link, please click here.

If you are shortlisted and have not been contacted to complete the next stages, please contact Isabella Gahagan.

Equities

UK All Companies

  • abrdn UK Value Equity Fund
  • Artemis SmartGARP UK Equity Fund
  • Artemis UK Select Fund
  • Invesco UK Opportunities Fund
  • JOHCM UK Dynamic Fund
  • Jupiter UK Special Situations Fund
  • Schroder Prime UK Equity Fund
  • Schroder Recovery Fund
  • TM CRUX UK Special Situations Fund


UK Smaller Companies
  • Artemis UK Smaller Companies Fund
  • Fidelity UK Smaller Companies Fund
  • IFSL Marlborough Nano Cap Growth Fund
  • LF Gresham House UK Smaller Companies Fund
  • Liontrust UK Smaller Companies Fund
  • TM Stonehage Fleming AIM Fund
  • VT Teviot UK Smaller Companies Fund


UK Equity Income
  • abrdn UK High Income Equity Fund
  • Allianz UK Listed Equity Income Fund
  • Jupiter Income Trust
  • LF Canlife UK Equity Income Fund
  • Merian UK Equity Income Fund
  • Schroder Income Fund
  • TM Redwheel UK Equity Income Fund
  • UBS UK Equity Income Fund


Global Equity

  • BlackRock Global Unconstrained Equity Fund
  • Credo Global Equity Fund
  • Dodge & Cox Worldwide Funds Global Stock Fund
  • Fidelity Global Industrials Fund
  • MFS Meridian® Funds - Contrarian Value Fund
  • Pictet-Premium Brands Fund
  • Robeco BP Global Premium Equities 
  • Royal London Global Equity Select Fund
  • Wellington Climate Strategy Fund
  • Wellington Global Stewards Fund


 Global Income

  • Artemis Global Income Fund
  • Aviva Investors Global Equity Income Fund
  • Capital Group World Dividend Growers (LUX) Fund
  • Guinness Global Equity Income Fund
  • Invesco Global Equity Income Fund
  • Kempen (Lux) Global High Dividend Fund
  • M&G Global Dividend Fund
  • Schroder Global Equity Income Fund
  • TBailey Saracen Global Income & Growth Fund


Europe

  • JOHCM Continental European Fund
  • Legal & General European Equity Income Fund
  • LF Brook Continental European Fund
  • LF Lightman European Fund
  • Liontrust European Dynamic Fund
  • MI Chelverton European Select Fund
  • Schroder European Recovery Fund
  • Wellington Strategic European Equity Fund


North America

  • BlackRock US Opportunities Fund
  • BNY Mellon U.S. Equity Income Fund
  • Dodge & Cox Worldwide Funds US Stock Fund
  • Harris Associates U.S. Value Equity Fund
  • Robeco BP US Large Cap Equities 
  • T. Rowe Price Funds OEIC US Large Cap Value Equity Fund
  • VT De Lisle America Fund


Asia Pacific ex Japan

  • Federated Hermes Asia ex-Japan Equity Fund
  • Fidelity Asia Pacific Opportunities Fund
  • Fidelity Asian Smaller Companies Fund
  • Invesco Asian Fund
  • Jupiter Asian Income Fund
  • M&G Asian Fund
  • Schroder Asian Income Fund
  • Schroder Institutional Pacific Fund


China

  • Allianz China Equity Fund
  • Comgest Growth China Fund
  • FSSA All China Fund
  • FSSA Greater China Growth Fund
  • GAM China Evolution Equity Fund
  • Matthews China Fund
  • Polar Capital China Stars Fund
  • Schroder International Selection Fund Greater China Fund
  • Wellington All-China Focus Equity Fund


Japan

  • Allianz Japan Equity Fund
  • BNY Mellon Japan Small Cap Equity Focus Fund
  • Goldman Sachs Japan Equity Partners Portfolio
  • LF Morant Wright Nippon Yield Fund
  • M&G Japan Fund
  • M&G Japan Smaller Companies Fund
  • Man GLG Japan CoreAlpha Fund
  • New Capital Japan Equity Fund
  • Pictet-Japanese Equity Selection Fund


India

  • Ashoka WhiteOak ICAV - Ashoka WhiteOak India Opportunities Fund
  • Franklin India Fund
  • Jupiter India Select Fund
  • Kotak Funds - India Midcap Fund
  • Liontrust India Fund
  • Mirae Asset ESG India Sector Leader Equity Fund
  • Mirae Asset India Mid Cap Equity Fund
  • Robeco Indian Equities 
  • Stewart Investors Indian Subcontinent Sustainability Fund


Global Emerging Markets

  • Aberdeen Standard SICAV I - Emerging Markets Smaller Companies Fund
  • Artemis SmartGARP Global Emerging Markets Equity Fund
  • BNY Mellon Emerging Income Fund
  • Eaton Vance International (Ireland) Parametric Emerging Markets Fund
  • Invesco Global Emerging Markets Fund 
  • JPMorgan Funds - Emerging Markets Small Cap Fund
  • M&G Global Emerging Markets Fund
  • Robeco QI Emerging Conservative Equities 
  • Franklin Templeton Investment Funds (FTIF) - Templeton Emerging Markets Smaller Companies Fund




Specialist

Commodities and Natural Resources

  • Barings Global Agriculture Fund
  • Barings Global Resources Fund
  • BlackRock Global Funds - World Energy Fund
  • BlackRock Global Funds - World Mining Fund
  • BlackRock Natural Resources Growth & Income Fund
  • Guinness Global Energy Fund
  • Lazard Commodities Fund
  • GAM Multistock Commodity Fund
  • Schroder International Selection Fund Global Energy Fund



Bonds

£ Corporate Bond
  • abrdn Sterling Short Dated Corporate Bond Fund
  • Artemis Corporate Bond Fund
  • AXA Sterling Credit Short Duration Bond Fund
  • BNY Mellon Global Credit Fund
  • Fidelity Short Dated Corporate Bond Fund
  • IFSL Church House Investment Grade Fixed Interest Fund
  • M&G Short Dated Corporate Bond Fund
  • Vontobel Fund - Global Corporate Bond Fund



£ Strategic Bond

  • Close Select Fixed Income Fund
  • Invesco Monthly Income Plus Fund (UK)
  • Legal & General Strategic Bond Fund
  • M&G UK Inflation Linked Corporate Bond Fund
  • Merian Global Strategic Bond Fund
  • Raymond James Funds Reams Unconstrained Bond Fund
  • Royal London Sterling Extra Yield Bond Fund
  • Schroder Strategic Credit Fund


Global Bonds

  • BlueBay Investment Grade Global Aggregate Bond Fund
  • Dodge & Cox Worldwide Funds Global Bond Fund
  • MFS Meridian Funds - Limited Maturity Fund
  • Morgan Stanley Investment Funds - Global Fixed Income Opportunities Fund
  • Neuberger Berman Strategic Income Fund
  • PIMCO GIS Diversified Income Duration Hedged Fund
  • Royal London Global Bond Opportunities Fund
  • Waverton Global Strategic Bond Fund


Emerging Market Debt

  • Barings Emerging Markets Debt Short Duration Fund
  • BlueBay Emerging Market Bond Fund
  • BlueBay Emerging Market High Yield Corporate Bond Fund
  • Capital Group Emerging Markets Debt Fund
  • Eaton Vance Emerging Markets Debt Opportunities Fund
  • M&G Emerging Markets Bond Fund
  • Pictet-Emerging Local Currency Debt Fund
  • Pictet-Short Term Emerging Corporate Bonds Fund
  • Vontobel Fund - Emerging Markets Corporate Bond Fund


High Yield Bond

  • AXA World Funds - US Dynamic High Yield Bonds Fund
  • Barings U.S. High Yield Bond Fund
  • Candriam Bonds Global High Yield Fund
  • JSS Bond - USD High Yield Fund
  • Neuberger Berman Short Duration High Yield SDG Engagement Fund
  • PGIM Broad Market U.S. High Yield Bond Fund
  • PGIM European High Yield Bond Fund
  • Schroder International Selection Fund Global High Yield Fund
  • T. Rowe Price Funds SICAV - Global High Yield Bond Fund


Global Corporate Bond

  • Allspring (Lux) Worldwide Fund - USD Investment Grade Credit Fund
  • Capital Group US Corporate Bond Fund (LUX)
  • MFS Meridian Funds - U.S. Corporate Bond Fund
  • Muzinich Global Short Duration Investment Grade Fund
  • Pictet - Global Sustainable Credit Fund
  • PIMCO GIS Global Investment Grade Credit Fund
  • Robeco Global Credits 
  • Schroder International Selection Fund EURO Corporate Bond Fund
  • Vanguard Global Credit Bond Fund



Absolute Return and Managed Sectors

Managed - 0-35% Shares

  • Fidelity Multi Asset Open Defensive Fund
  • Legal & General Mixed Investment Income 0-35% Fund
  • LF Canlife Portfolio III Fund
  • Ninety One Diversified Income Fund
  • Premier Miton Defensive Multi Asset Fund
  • Royal London GMAP Defensive Fund
  • Thesis Brunsdon Cautious Growth Fund
  • VT Brompton Cautious Fund
  • VT Esprit Careful Growth Fund



 Managed - 20-60% Shares

  • Courtiers Total Return Cautious Risk Fund
  • Legal & General Future World Sustainable Opportunities Fund
  • LF Ruffer Total Return Fund
  • MI Hawksmoor The Vanbrugh Fund
  • PIMCO GIS Global Core Asset Allocation Fund
  • Premier Miton Diversified Cautious Growth Fund
  • Schroder MM Diversity Fund
  • Waverton Multi-Asset Income Fund



 Managed - 40-85% Shares

  • BNY Mellon Multi-Asset Balanced Fund 
  • Courtiers Total Return Balanced Risk Fund
  • Jupiter Merlin Balanced Portfolio
  • LF Canlife Portfolio VI Fund
  • LF Waverton Portfolio Fund
  • M&G Episode Growth Fund
  • Orbis OEIC Global Balanced Fund
  • Premier Miton Diversified Growth Fund


Flexible Investment

  • 7IM AAP Adventurous Fund
  • abrdn Multi-Manager Equity Managed Portfolio
  • BNY Mellon Multi-Asset Growth Fund
  • JSS Sustainable Equity - Global Multifactor Fund
  • M&G Managed Growth Fund
  • Ninety One Global Macro Allocation Fund
  • TB Wise Multi-Asset Growth Fund


Absolute Return

  • AQR Systematic Total Return UCITS Fund
  • BNY Mellon Multi-Asset Diversified Return Fund
  • GAM Star Global Rates Fund
  • Jupiter Merian Global Equity Absolute Return Fund
  • LF Brook Absolute Return Fund
  • Liontrust GF European Strategic Equity Fund
  • Polar Capital Global Absolute Return Fund
  • TM Tellworth UK Select Fund
  • UBS (Irl) Investor Selection - Global Equity Long Short Fund


Group of the Year (based on shortlisted funds)

  • abrdn
  • Artemis
  • BlackRock
  • BNY Mellon Investment Management
  • Fidelity International
  • Invesco
  • Jupiter
  • M&G Investments
  • Pictet Asset Management
  • Robeco
  • Schroders