2024 SHORTLIST
Last year's shortlist:
Equities
UK All Companies
- FTF Martin Currie UK Rising Dividends Fund
- Invesco Income & Growth Fund (UK)
- Invesco UK Opportunities Fund (UK)
- J O Hambro Capital Management UK Dynamic Fund
- JPM UK Dynamic Fund
- Jupiter UK Special Situations Fund
- Man GLG Undervalued Assets Fund
- Ninety One UK Special Situations Fund
- Royal London UK Core Equity Tilt Fund
UK Smaller Companies
- Aberforth UK Small Companies Fund
- Artemis UK Smaller Companies Fund
- BlackRock Growth & Recovery Fund
- Fidelity UK Smaller Companies Fund
- Royal London UK Smaller Companies Fund
- TM Tellworth UK Smaller Companies Fund
- VT Teviot UK Smaller Companies Fund
- WS Gresham House UK Smaller Companies Fund
UK Equity Income
- Artemis Income Fund
- HSBC Income Fund
- IFSL Evenlode Income Fund
- Man GLG Income Fund
- Premier Miton Optimum Income Fund
- Rathbone Income Fund
- Royal London UK Equity Income Fund
- Schroder Income Maximiser Fund
- UBS UK Equity Income Fund
Global Equity
- Allianz Best Styles Global AC Equity Fund
- BlackRock Global Unconstrained Equity Fund
- GMO Quality Investment Fund
- GQG Partners Global Equity Fund
- Invesco Global Equity Fund
- Ninety One Global Special Situations Fund
- Ranmore Global Equity Fund
- Royal London Global Equity Select Fund
Global Income
- Artemis Global Income Fund
- Aviva Investors Global Equity Income Fund
- Guinness Global Equity Income Fund
- Invesco Global Equity Income Fund
- M&G Global Dividend Fund
- Royal London Global Equity Income Fund
- Schroder Global Equity Income Fund
- WS Saracen Global Income and Growth Fund
Europe ex UK
- abrdn Europe ex UK Income Equity Fund
- Artemis SmartGARP European Equity Fund
- Comgest Growth Europe ex UK Fund
- Fidelity European Fund
- Invesco European Equity Fund
- Janus Henderson European Selected Opportunities Fund
- Liontrust European Dynamic Fund
- Waverton European Capital Growth Fund
- WS Ardtur Continental European Fund
North America
- Capital Group Investment Company of America Fund
- Comgest Growth America Fund
- Fisher Investments Institutional US All Cap Equity ESG Fund
- JPMorgan Funds - US Select Equity Plus Fund
- M&G North American Dividend Fund
- Natixis International Funds - Harris Associates U.S. Value Equity Fund
- Ninety One American Franchise Fund
Asia ex Japan
- BNY Mellon Asian Income Fund
- Fidelity Asian Dividend Fund
- Fidelity Funds - Asian Smaller Companies Fund
- Guinness Asian Equity Income Fund
- Jupiter Asian Income Fund
- M&G Asian Fund
- Matthews Asia Funds Asia Small Companies Fund
- Royal London Asia Pacific ex Japan Equity Tilt Fund
- Schroder Asian Income Maximiser Fund
- Schroder Institutional Pacific Fund
China
- AB SICAV I - China A Shares Equity Portfolio
- Comgest Growth China Fund
- Fidelity Funds - China Innovation Fund
- FSSA Greater China Growth Fund
- Goldman Sachs China A-Share Equity Portfolio
- HSBC Global Investment Funds - Chinese Equity Fund
- Schroder International Selection Fund Greater China Fund
- T. Rowe Price Funds SICAV - China Evolution Equity Fund
Japan
- Arcus Japan Fund
- GlobalAccess Japan Fund
- Goldman Sachs Japan Equity Partners Portfolio
- M&G Japan Fund
- Man GLG Japan CoreAlpha Fund
- New Capital Japan Equity Fund
- Polar Capital Japan Value Fund
- WS Morant Wright Nippon Yield Fund
India
- Franklin India Fund
- FSSA Indian Subcontinent Fund
- Invesco India Equity Fund
- Jupiter India Select Fund
- Liontrust India Fund
- Mirae Asset India Mid Cap Equity Fund
- Nomura Funds Ireland - India Equity Fund
- Robeco Indian Equities Fund
Global Emerging Markets
- abrdn SICAV I - Emerging Markets Smaller Companies Fund
- Artemis SmartGARP Global Emerging Markets Equity Fund
- BNY Mellon Emerging Income Fund
- JPMorgan Funds - Emerging Markets Small Cap Fund
- Lazard Emerging Markets Fund
- M&G Global Emerging Markets Fund
- Templeton Emerging Markets Smaller Companies Fund
- T. Rowe Price Funds SICAV - Emerging Markets Discovery Equity Fund
Specialist
Bonds
- GAM Star Cat Bond Fund
- GAM Star Fund plc - GAM Star Credit Opportunities (USD)
- Janus Henderson Multi Asset Credit Fund
- JSS Twelve Sustainable Insurance Bond Fund
- Jupiter Financials Contingent Capital Fund
- MI TwentyFour AM Monument Bond Fund
- MI Twentyfour Investment Funds - Asset Backed Opportunities Fund
- PIMCO GIS plc - Capital Securities Fund
Equities
- AB SICAV I - International Health Care Portfolio
- Algebris Financial Equity Fund
- Aptus Global Financials Fund
- Barings Latin America Fund
- Fidelity Funds - Global Technology Fund
- Fiera Oaks EM Select Fund
- Fiera Magna MENA Fund
- PIMCO GIS plc - MLP & Energy Infrastructure Fund
- Polar Capital Global Insurance Fund
Bonds
£ Corporate Bond
- AXA Sterling Credit Short Duration Bond Fund
- BlackRock Sterling Short Duration Credit Fund
- Invesco Corporate Bond Fund (UK)
- M&G Short Dated Corporate Bond Fund
- M&G Strategic Corporate Bond Fund
- Neuberger Berman Corporate Hybrid Bond Fund
- Royal London Corporate Bond Fund
- Royal London Investment Grade Short Dated Credit Fund
- WS Canlife Short Duration Corporate Bond Fund
£ Strategic Bond
- AXA Framlington Managed Income Fund
- Invesco Monthly Income Plus Fund (UK)
- M&G Optimal Income Fund
- Neuberger Berman Global Flexible Credit Income Fund
- Royal London Sterling Extra Yield Bond Fund
- Schroder Strategic Bond Fund
- Schroder Strategic Credit Fund
Global Bonds
- Allianz Global Multi Sector Credit Fund
- Dodge & Cox Worldwide Global Bond Fund
- Goldman Sachs Short Duration Opportunistic Corporate Bond Portfolio
- Morgan Stanley Investment Funds - Global Fixed Income Opportunities Fund
- PGIM Absolute Return Bond Fund
- PGIM Multi Asset Credit Fund
- PIMCO GIS plc - Diversified Income Duration Hedged Fund
- Royal London Global Bond Opportunities Fund
- T. Rowe Price Diversified Income Bond Fund
Emerging Market Debt
- abrdn SICAV I - Select Emerging Markets Bond Fund
- BlueBay Emerging Market Bond Fund
- Candriam Bonds Emerging Markets Fund
- Capital Group Emerging Markets Local Currency Debt Fund (LUX)
- GlobalAccess Emerging Market Local Currency Debt Fund
- GMO Emerging Country Debt UCITS Fund
- M&G (Lux) Emerging Markets Hard Currency Bond Fund
- M&G Emerging Markets Bond Fund
High Yield
- Aegon High Yield Bond Fund
- Artemis Funds (Lux) – Short-Dated Global High Yield Bond Fund
- BNY Mellon Global Short-Dated High Yield Bond Fund
- Invesco High Yield Fund (UK)
- M&G Global Floating Rate High Yield Fund
- Man GLG High Yield Opportunities Fund
- PGIM European High Yield Bond Fund
- Schroder High Yield Opportunities Fund
- Schroder International Selection Fund Global High Yield Fund
Global Corporate Bond
- abrdn SICAV II - Euro Corporate Bond Fund
- Allspring (Lux) Worldwide Fund - USD Investment Grade Credit Fund
- JPMorgan Funds - Global Corporate Bond Fund
- MFS Meridian Funds - U.S. Corporate Bond Fund
- Muzinich Global Short Duration Investment Grade Fund
- PGIM Global Corporate Bond Fund
- Pictet Global Sustainable Credit Fund
- PIMCO GIS plc - Global Investment Grade Credit Fund
- Schroder International Selection Fund EURO Corporate Bond Fund
- Vanguard Global Credit Bond Fund
Absolute Return and Managed Sectors
Managed 0-35% Shares
- Goldman Sachs Global Multi-Asset Conservative Portfolio
- Legal & General Mixed Investment 0-35% Fund
- Ninety One Diversified Income Fund
- Royal London GMAP Defensive Fund
- Royal London Sustainable Managed Growth Trust
- VT Brompton Cautious Fund
- VT Esprit Careful Growth Fund
- WS Canlife Portfolio III Fund
Managed - 20-60% Shares
- Artemis Monthly Distribution Fund
- Invesco Distribution Fund
- Legal & General Future World Global Opportunities Fund
- M&G Episode Allocation Fund
- Premier Miton Cautious Monthly Income Fund
- VT Chelsea Managed Monthly Income Fund
- Waverton Multi-Asset Income Fund
- WS Canlife Diversified Monthly Income Fund
Managed 40-85% Shares
- BlackRock Consensus 85 Fund
- BNY Mellon Multi-Asset Global Balanced Fund
- Invesco Managed Income Fund
- M&G Episode Growth Fund
- Orbis OEIC Global Balanced Fund
- Protea Veritas Core Equity With Fixed Income Fund
- Royal London GMAP Adventurous Fund
- WS Waverton Portfolio Fund
Managed Flexible Investment
- Barclays Wealth Global Markets 5
- BNY Mellon Multi-Asset Growth Fund
- Coutts Managed Adventurous Fund
- Fidelity Multi Asset Allocator Adventurous Fund
- Invesco Managed Growth Fund
- Jupiter Merlin Growth Portfolio
- Schroder Blended Portfolio 8
Absolute Return
- Aviva Investors Multi-Strategy Target Return Fund
- BlackRock European Absolute Alpha Fund
- BlackRock UK Absolute Alpha Fund
- GAM Star Global Rates Fund
- Jupiter Merian Global Equity Absolute Return Fund
- Liontrust GF European Strategic Equity Fund
- Man GLG Absolute Value Fund
- Royal London Diversified ABS Fund
- TM Tellworth UK Select Fund
Fund Industry Awards
Group of the Year
- Artemis
- Fidelity International
- Invesco
- M&G Investments
- Royal London Asset Management
- Schroders
Outstanding Fund Manager Achievement Award (decided by the judges)
To be announced
Outstanding Contribution to the Industry (decided by the judges)
To be announced
Outstanding Contribution to Diversity & Inclusion in the Investment Industry
To be announced