2025 SHORTLIST
Congratulations to everyone who has made the shortlist in 2025. All shortlisted funds / groups below should have received an email confirming the next steps but if you did not, please contact Amelia.Hrabe@incisivemedia.com
To submit your entry questionnaire please click here
(Only shortlisted companies can enter the categories listed below)
Equities
UK All Companies:
Artemis SmartGARP UK Equity Fund
Artemis UK Select Fund
Artemis UK Special Situations Fund
BlackRock UK Equity Fund
JPM UK Dynamic Fund
Man Undervalued Assets Fund
Ninety One UK Equity Income Fund
Ninety One UK Special Situations Fund
Sanlam Active UK Fund
UK Equity Income:
Artemis Income Fund
BlackRock UK Income Fund
CT Select UK Equity Income Fund
Man Income Fund
Premier Miton Monthly Income Fund
Royal London UK Equity Income Fund
Schroder Income Maximiser Fund
UBS UK Equity Income Fund
UK Smaller Companies:
Aberforth UK Small Companies Fund
Artemis UK Smaller Companies Fund
CT UK Smaller Companies Fund
Fidelity UK Smaller Companies Fund
Schroder UK Smaller Companies Fund
TM Tellworth UK Smaller Companies Fund
VT Teviot UK Smaller Companies Fund
WS Gresham House UK Smaller Companies Fund
North America:
Artemis US Select Fund
Capital Group Investment Company of America (LUX)
GQG Partners US Equity Fund
JPMorgan US Select Equity Plus Fund
New Capital US Growth Fund
T. Rowe Price US Large Cap Growth Equity Fund
TM Natixis Investment Funds - Loomis Sayles U.S. Equity Leaders Fund
Global Equity:
Allianz Best Styles Global AC Equity Fund
BlackRock Overseas Equity Fund
GMO Quality Investment Fund
GQG Partners Global Equity Fund
Invesco Global Equity Fund
Jupiter Merian Global Equity Fund
Schroder Global Equity Fund
Waverton Global Equity Fund
Global Income:
Artemis Global Income Fund
Fidelity Global Dividend Fund
Fidelity Sustainable Global Equity Income Fund
Guinness Global Equity Income Fund
Invesco Global Equity Income Fund
M&G Global Dividend Fund
Nuveen Global Dividend Growth Fund
Veritas Global Equity Income Fund
Global Emerging Markets:
AB Emerging Markets Low Volatility Equity Portfolio
Artemis SmartGARP Global Emerging Markets Equity Fund
Carmignac Portfolio Asia Discovery Fund
FSSA Global Emerging Markets Focus Fund
Invesco Global Emerging Markets Fund
J O Hambro Capital Management Global Emerging Markets Opportunities Fund
Lazard Emerging Markets Fund
M&G Global Emerging Markets Fund
PGIM Jennison Emerging Markets Equity Fund
RBC Emerging Markets Equity Focus Fund
T. Rowe Price Emerging Markets Discovery Equity Fund
Asia Pacific ex Japan:
abrdn Asian Smaller Companies Fund
Federated Hermes Asia ex-Japan Equity Fund
Guinness Asian Equity Income Fund
Invesco Asian Fund Jupiter Asian Income Fund
Jupiter Merian Asia Pacific Fund
M&G Asian Fund
Man Asia (ex Japan) Equity Fund
Natixis Pacific Rim Equity Fund
Schroder Asian Income Fund
China:
AB China A Shares Equity Portfolio
Baillie Gifford China Fund
Barings Hong Kong China Fund
Fidelity China Focus Fund
Fidelity China Innovation Fund
HSBC GIF Chinese Equity Fund
Jupiter China Fund
Schroder ISF Greater China Fund
T. Rowe Price China Evolution Equity Fund
India:
Allianz India Equity Fund
Chikara Indian Subcontinent Fund
Franklin India Fund
FSSA Indian Subcontinent Fund
Goldman Sachs India Equity Portfolio
Invesco India Equity Fund
Jupiter India Select Fund
Morgan Stanley Indian Equity Fund
Japan:
CT Japan Fund
Liontrust Japan Equity Fund
M&G Japan Fund
Man Japan CoreAlpha Fund
Nomura Funds Japan Strategic Value Fund
Polar Capital Japan Value Fund
WS Morant Wright Japan Fund
WS Morant Wright Nippon Yield Fund
Europe ex UK:
Artemis SmartGARP European Equity Fund
BlackRock European Dynamic Fund
Comgest Growth Europe Compounders Fund
FP Carmignac European Leaders Fund
HSBC GIF Euroland Value Fund
Liontrust European Dynamic Fund
M&G European Sustain Paris Aligned Fund
Waverton European Dividend Growth Fund
WS Canlife European Fund
Specialist
Equities:
Algebris Financial Equity Fund
Fidelity Global Technology Fund
Goldman Sachs North America Energy & Energy Infrastructure Equity Portfolio
Janus Henderson Global Financials Fund
Janus Henderson Global Technology Leaders Fund
PIMCO GIS MLP & Energy Infrastructure Fund
Polar Capital Global Insurance Fund
Bonds:
Allianz US Short Duration High Income Bond Fund
GAM Star Cat Bond Fund
Janus Henderson Multi Asset Credit Fund
Jupiter Financials Contingent Capital Fund
MI Twentyfour Investment Funds - Asset Backed Opportunities Fund
Muzinich LongShortCreditYield Fund
Neuberger Berman Corporate Hybrid Bond Fund
PIMCO GIS Capital Securities Fund
Bonds
£ Corporate Bond:
abrdn Short Dated Corporate Bond Fund
CT Sterling Short-Dated Corporate Bond Fund
IFSL Church House Investment Grade Fixed Interest Fund
M&G Short Dated Corporate Bond Fund
Man Sterling Corporate Bond Fund
Rathbone Ethical Bond Fund
Royal London Corporate Bond Fund
Royal London Investment Grade Short Dated Credit Fund
Schroder Sterling Corporate Bond Fund
WS Canlife Short Duration Corporate Bond Fund
High Yield Bond:
Aegon High Yield Bond Fund
Artemis Short-Dated Global High Yield Bond Fund
AXA US Dynamic High Yield Bonds Fund
BNY Mellon Global Short-Dated High Yield Bond Fund
Capital Group US High Yield Fund
Lord Abbett High Yield Fund
Man High Yield Opportunities Fund
Pictet Global High Yield Fund
Schroder ISF Global High Yield Fund
T. Rowe Price Global High Yield Bond Fund
£ Strategic Bond:
Artemis High Income Fund
Artemis Short-Duration Strategic Bond Fund
BNY Mellon Responsible Horizons Strategic Bond Fund
Neuberger Berman Global Flexible Credit Income Fund
Royal London Short Duration Credit Fund
Royal London Sterling Extra Yield Bond Fund
Schroder Strategic Credit Fund
T. Rowe Price Diversified Income Bond Fund
Titan Hybrid Capital Bond Fund
Global Corporate Bond:
abrdn Euro Corporate Bond Fund
Aegon Global Short Dated Climate Transition Fund
Allspring USD Investment Grade Credit Fund
MFS Meridian Funds U.S. Corporate Bond Fund
Muzinich Global Short Duration Investment Grade Fund
Pictet Global Sustainable Credit Fund
Royal London Global Sustainable Credit Fund
Schroder ISF EURO Corporate Bond Fund
Vanguard Global Credit Bond Fund
Global Emerging Markets Bond:
abrdn Emerging Markets Bond Fund
BlueBay Emerging Market Bond Fund
BlueBay Emerging Market Unconstrained Bond Fund
Candriam Bonds Emerging Markets
GMO Emerging Country Debt UCITS Fund
M&G Emerging Markets Bond Fund
M&G Emerging Markets Hard Currency Bond Fund
MS INVF Emerging Markets Debt Opportunities Fund
Neuberger Berman Emerging Market Debt Hard Currency Fund
T. Rowe Price Emerging Markets Bond Fund
Vontobel Emerging Markets Blend Fund
Vontobel Emerging Markets Debt Fund
Global Bond:
Allianz Global Multi Sector Credit Fund
Goldman Sachs Global Dynamic Bond Plus Portfolio
Goldman Sachs Short Duration Opportunistic Corporate Bond Portfolio
Morgan Stanley Global Fixed Income Opportunities Fund
PGIM Absolute Return Bond Fund
PGIM Multi-Sector Credit Fund
Royal London Global Bond Opportunities Fund
Absolute Return and Managed Sectors
Absolute Return:
BlackRock UK Absolute Alpha Fund
Jupiter Merian Global Equity Absolute Return Fund
Liontrust GF European Strategic Equity Fund
Man Absolute Value Fund
MS INVF Global Macro Fund
Royal London Absolute Return Government Bond Fund
TM Fulcrum Income Fund
TM Tellworth UK Select Fund
Veritas Global Real Return Fund
VT Argonaut Absolute Return Fund
Managed Flexible Investment:
Barclays Global Markets Adventurous Fund
Coutts Managed Adventurous Fund
Credo Growth Fund
Fidelity Multi Asset Allocator Adventurous Fund
Guinness Multi-Asset Growth Fund
JSS Sustainable Equity - Global Multi-Factor Fund
MGTS Tempus Fund Enterprise Portfolio
VT AJ Bell Adventurous Fund
VT Tatton Blended Aggressive Fund
Managed 0-35% Shares:
BlackRock Market Advantage Fund
Fidelity Multi Asset Open Defensive Fund
Goldman Sachs Global Multi-Asset Conservative Portfolio
Jupiter Merlin Conservative Select Fund
Legal & General Mixed Investment 0-35% Fund
Premier Miton Defensive Multi-Asset Fund
Royal London Sustainable Managed Growth Trust
VT Astute Conservative Fund
VT Brompton Cautious Fund
Managed 20-60% Shares:
Artemis Monthly Distribution Fund
Barclays Global Markets Balanced Fund
Legal & General Future World Global Opportunities Fund
MI Brewin Dolphin Voyager Max 70% Equity Fund
Orbis OEIC Global Cautious Fund
Schroder Global Multi-Asset Balanced Portfolio
VT Freedom Long Term Balanced Fund
Managed 40-85% Shares:
Coutts Managed Ambitious Fund
Credo Dynamic Fund
M&G Episode Growth Fund
Orbis OEIC Global Balanced Fund
Royal London GMAP Adventurous Fund
Schroder Global Multi-Asset Adventurous Portfolio
VT Tatton Blended Active Fund
WS Waverton Portfolio Fund
Group of the Year
Artemis
Fidelity International
Jupiter
M&G Investments
Man Group
Royal London Asset Management
Schroders
