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Mixed Asset

Liontrust Sustainable Future Absolute Growth

Management group

Liontrust Asset Management

Category

Mixed Asset

Related benchmark used

IA Flexible Investment sector

One-year total return outperformance (actual return)

11.9 (11.3)

Five-year total return outperformance (actual return)

44.2 (77.8)

Assets/Market capitalisation (£m)

£226m

Name of manager(s)/management team(s)

Peter Michaelis and Simon Clements

Start date of longest serving manager(s)/management team(s)

01/02/2019

Capital Group Global Allocation

Management group

Capital Group

Category

Mixed Asset

Related benchmark used

IA Flexible Investment sector

One-year total return outperformance (actual return)

6.2 (5.6)

Five-year total return outperformance (actual return)

25.5 (59.1)

Assets/Market capitalisation (£m)

£384m

Name of manager(s)/management team(s)

Hilda Applbaum, Paul Flynn, Robert Neithart and team

Start date of longest serving manager(s)/management team(s)

14/01/2019

Quilter Climate Assets

Management group

Quilter Investors

Category

Mixed Asset

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

6.1 (6.4)

Five-year total return outperformance (actual return)

17.3 (50)

Assets/Market capitalisation (£m)

£67m

Name of manager(s)/management team(s)

Claudia Quiroz and Caroline Langley

Start date of longest serving manager(s)/management team(s)

10/03/2019

Royal London Sustainable World

Management group

RLAM

Category

Mixed Asset

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

7.7 (8)

Five-year total return outperformance (actual return)

50.5 (83.2)

Assets/Market capitalisation (£m)

£729m

Name of manager(s)/management team(s)

Mike Fox

Start date of longest serving manager(s)/management team(s)

09/09/2019

Seneca Diversified Growth

Management group

Seneca IM

Category

Mixed Asset

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

8.2 (8.5)

Five-year total return outperformance (actual return)

14.8 (45.5)

Assets/Market capitalisation (£m)

£155m

Name of manager(s)/management team(s)

Richard Parfect, Mark Wright, Tom Delic, Peter Elston, Gary Moglione

Start date of longest serving manager(s)/management team(s)

10/07/2019

Name of fund:

Premier Multi-Asset Distribution

Management group

Premier AM

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 20-60% Shares sector

One-year total return outperformance (actual return)

2 (2.5)

Five-year total return outperformance (actual return)

10.4 (33.3)

Assets/Market capitalisation (£m)

£1,486m

Name of manager(s)/management team(s)

David Hambidge, Ian Rees, Simon Evan-Cook, David Thornton

Start date of longest serving manager(s)/management team(s)

Feb-99

Name of fund:

Fidelity Multi-Asset Income

Management group

Fidelity

Category

Mixed Asset Income

Related benchmark used

Mixed Investment 0-35% Shares

One-year total return outperformance (actual return)

3.9 (5.2)

Five-year total return outperformance (actual return)

8.9 (26.9)

Assets/Market capitalisation (£m)

£820m

Name of manager(s)/management team(s)

Eugene Philalithis and Chris Forgan

Start date of longest serving manager(s)/management team(s)

13/05/2019

Name of fund:

Kames Diversified Monthly Income

Management group

Kames Capital

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 20-60% Shares sector

One-year total return outperformance (actual return)

4.1 (4.6)

Five-year total return outperformance (actual return)

13.4 (36.3)

Assets/Market capitalisation (£m)

£667m

Name of manager(s)/management team(s)

Vincent McEntegart and Jacob Vijverberg

Start date of longest serving manager(s)/management team(s)

14/02/2019

Name of fund:

Royal London Sustainable Managed Growth

Management group

RLAM

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

5 (5.3)

Five-year total return outperformance (actual return)

2.8 (35.5)

Assets/Market capitalisation (£m)

£273m

Name of manager(s)/management team(s)

Richard Nelson

Start date of longest serving manager(s)/management team(s)

12/12/2019

Name of fund:

Seneca Diversified Income

Management group

Seneca IM

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

5 (5.3)

Five-year total return outperformance (actual return)

2.8 (35.5)

Assets/Market capitalisation (£m)

£273m

Name of manager(s)/management team(s)

Richard Nelson

Start date of longest serving manager(s)/management team(s)

12/12/2019

Name of fund:

Axa Framlington American Growth

Management group

Axa IM

Category

North American Equity

Related benchmark used

S&P 500

One-year total return outperformance (actual return)

5.8 (13.7)

Five-year total return outperformance (actual return)

20.5 (125.1)

Assets/Market capitalisation (£m)

£557m

Name of manager(s)/management team(s)

Stephen Kelly

Start date of longest serving manager(s)/management team(s)

Feb-97

Name of fund:

JPM US Small Cap Growth

Management group

JPMorgan Asset Management

Category

North American Equity

Related benchmark used

Russell 2000

One-year total return outperformance (actual return)

9.4 (4.4)

Five-year total return outperformance (actual return)

55.2 (135.7)

Assets/Market capitalisation (£m)

£214m

Name of manager(s)/management team(s)

Eytan Shapiro and Timothy Parton

Start date of longest serving manager(s)/management team(s)

Nov-94

Name of fund:

Loomis Sayles US Equity Leaders

Management group

Loomis Sayles

Category

North American Equity

Related benchmark used

S&P 500

One-year total return outperformance (actual return)

4.2 (12.1)

Five-year total return outperformance (actual return)

39 (143.6)

Assets/Market capitalisation (£m)

£923m

Name of manager(s)/management team(s)

Aziz Hamzaogullari

Start date of longest serving manager(s)/management team(s)

13/04/2019

Name of fund:

Pioneer US Fundamental Growth

Management group

Amundi

Category

North American Equity

Related benchmark used

S&P 500

One-year total return outperformance (actual return)

7.2 (15.1)

Five-year total return outperformance (actual return)

14.4 (119)

Assets/Market capitalisation (£m)

£98m

Name of manager(s)/management team(s)

Paul Cloonan

Start date of longest serving manager(s)/management team(s)

10/04/2019

Name of fund:

UBS US Growth

Management group

UBS GAM

Category

North American Equity

Related benchmark used

S&P 500

One-year total return outperformance (actual return)

5 (12.9)

Five-year total return outperformance (actual return)

22.6 (127.2)

Assets/Market capitalisation (£m)

£211m

Name of manager(s)/management team(s)

Peter Bye

Start date of longest serving manager(s)/management team(s)

12/11/2019