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