Members 2018

The FTAdviser Investment 100 Club consists of our five nominations across 20 investment categories. Click on each fund to find out why it was chosen as a leading light in its sector.

Category winner

Passive Investment Groups

  • Fidelity
  • iShares
  • L&G
  • SPDR
  • Vanguard

Small to Mid Investment Group

  • EdenTree Investment Management
  • Lindsell Train
  • Jupiter Asset Management
  • Man GLG
  • Merian Global Investors

Large Investment Group

To view the 2017 members please click here.

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Name of fund:

JP Morgan Smaller Cos IT

Management group

JPMorgan Asset Management

Category

UK Smaller Companies

Related benchmark used

FTSE Small Cap ex-IT

One-year total return outperformance (actual return)

25.4 (31)

Five-year total return outperformance (actual return)

25 (101.6)

Assets/Market capitalisation (£m)

£194m

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

Georgina Brittain and Katen Patel

Selection Criteria
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Name of fund:

Jupiter UK Smaller Companies

Management group

Jupiter Asset Management

Category

UK Smaller Companies

Related benchmark used

FTSE Small Cap ex-IT

One-year total return outperformance (actual return)

25.5 (31.1)

Five-year total return outperformance (actual return)

75.4 (152)

Assets/Market capitalisation (£m)

£325m

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

James Zimmerman

Selection Criteria
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Name of fund:

Janus Henderson Smaller Cos IT

Management group

Janus Henderson

Category

UK Smaller Companies

Related benchmark used

FTSE Small Cap ex-IT

One-year total return outperformance (actual return)

18.2 (23.8)

Five-year total return outperformance (actual return)

60.7 (137.3)

Assets/Market capitalisation (£m)

£726m

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

Neil Hermon

Selection Criteria
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Name of fund:

Cavendish Aim

Management group

Cavendish

Category

UK Smaller Companies

Related benchmark used

FTSE Small Cap ex-IT

One-year total return outperformance (actual return)

18.3 (23.9)

Five-year total return outperformance (actual return)

78.1 (154.7)

Assets/Market capitalisation (£m)

£79m

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

Paul Mumford

Selection Criteria
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Name of fund:

BlackRock Throgmorton Trust

Management group

BlackRock

Category

UK Smaller Companies

Related benchmark used

FTSE Small Cap ex-IT

One-year total return outperformance (actual return)

20.2 (25.8)

Five-year total return outperformance (actual return)

65 (141.6)

Assets/Market capitalisation (£m)

£393m

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

Dan Whitestone

Selection Criteria
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Name of fund:

Standard Life Equity Income IT

Management group

Standard Life Aberdeen

Category

UK Equity Income

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

7.7 (14.2)

Five-year total return outperformance (actual return)

19.6 (65)

Assets/Market capitalisation (£m)

£242m

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

Thomas Moore

Selection Criteria
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Name of fund:

Schroder Income

Management group

Schroders

Category

UK Equity Income

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

7.9 (14.4)

Five-year total return outperformance (actual return)

17.3 (62.7)

Assets/Market capitalisation (£m)

£63m

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

Kevin Murphy and Nick Kirrage

Selection Criteria
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Name of fund:

Man GLG UK Income ⭐

Management group

Man GLG

Category

UK Equity Income

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

6.9 (13.4)

Five-year total return outperformance (actual return)

33.4 (77.8)

Assets/Market capitalisation (£m)

£611m

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

Henry Dixon

Selection Criteria
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Name of fund:

JPM Claverhouse IT

Management group

JPMorgan Asset Management

Category

UK Equity Income

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

10.3 (16.8)

Five-year total return outperformance (actual return)

55.1 (67.1)

Assets/Market capitalisation (£m)

£218m

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

William Meadon and Callum Abbot

Selection Criteria
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Name of fund:

JOHCM UK Equity Income

Management group

JOHCM

Category

UK Equity Income

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

6.2 (12.7)

Five-year total return outperformance (actual return)

17.3 (62.7)

Assets/Market capitalisation (£m)

£3,700m

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

Clive Beagles and James Lowen

Selection Criteria
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Name of fund:

Fidelity Special Values IT

Management group

Fidelity International

Category

UK Equity

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

10.1 (16.6)

Five-year total return outperformance (actual return)

53.7 (99.1)

Assets/Market capitalisation (£m)

£725m

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

Alex Wright

Selection Criteria
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Name of fund:

SDL UK Buffettology ⭐

Management group

Sanford DeLand

Category

UK Equity

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

11.9 (18.4)

Five-year total return outperformance (actual return)

77.7 (123.1)

Assets/Market capitalisation (£m)

£356m

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

Keith Ashworth-Lord

Selection Criteria
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Name of fund:

Manchester & London IT

Management group

M&L Capital Management

Category

UK Equity

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

38 (44.5)

Five-year total return outperformance (actual return)

44.4 (89.8)

Assets/Market capitalisation (£m)

£118m

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

Mark Sheppard

Selection Criteria
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Name of fund:

JP Morgan Mid Cap IT

Management group

JPMorgan Asset Management

Category

UK Equity

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

15.7 (22.2)

Five-year total return outperformance (actual return)

81.7 (127.1)

Assets/Market capitalisation (£m)

£302m

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

Georgina Brittain and Katen Patel

Selection Criteria
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Name of fund:

Baillie Gifford UK Equity Alpha

Management group

Baillie Gifford

Category

UK Equity

Related benchmark used

FTSE All-Share

One-year total return outperformance (actual return)

12.4 (18.9)

Five-year total return outperformance (actual return)

14.4 (59.8)

Assets/Market capitalisation (£m)

£367m

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

Gerard Callahan

Selection Criteria
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Name of fund:

Sanlam Strategic Bond

Management group

Sanlam

Category

Sterling Strategic Bond

Related benchmark used

IA Sterling Strategic Bond sector

One-year total return outperformance (actual return)

5.8 (6.3)

Five-year total return outperformance (actual return)

22.6 (40.9)

Assets/Market capitalisation (£m)

£244m

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

Craig Veysey

Selection Criteria
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Name of fund:

Royal London Sterling Extra Yield Bond ⭐

Management group

RLAM

Category

Sterling Strategic Bond

Related benchmark used

IA Sterling Strategic Bond sector

One-year total return outperformance (actual return)

6.3 (6.8)

Five-year total return outperformance (actual return)

28.2 (46.5)

Assets/Market capitalisation (£m)

£1,695m

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

Eric Holt

Selection Criteria
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Name of fund:

Gam Star Credit Opportunities

Management group

Gam

Category

Sterling Strategic Bond

Related benchmark used

IA Sterling Strategic Bond sector

One-year total return outperformance (actual return)

3.1 (3.6)

Five-year total return outperformance (actual return)

34.2 (52.5)

Assets/Market capitalisation (£m)

£1,180m

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

Anthony Smouha and Gregoire Mivelaz

Selection Criteria
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Name of fund:

EdenTree Amity Sterling Bond

Management group

EdenTree Investment Management

Category

Sterling Strategic Bond

Related benchmark used

IA Sterling Strategic Bond sector

One-year total return outperformance (actual return)

2.7 (3.2)

Five-year total return outperformance (actual return)

6.3 (24.6)

Assets/Market capitalisation (£m)

£133m

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

Chris Hiorns and David Katimbo Mugwanya

Selection Criteria
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Name of fund:

Axa Framlington Managed Income

Management group

Axa IM

Category

Sterling Strategic Bond

Related benchmark used

IA Sterling Strategic Bond sector

One-year total return outperformance (actual return)

2.6 (3.1)

Five-year total return outperformance (actual return)

17 (35.3)

Assets/Market capitalisation (£m)

£496m

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

George Luckraft

Selection Criteria
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Name of fund:

Schroder Sterling Corporate Bond

Management group

Schroders

Category

Sterling Corporate Bond

Related benchmark used

IA Sterling Corporate Bond sector

One-year total return outperformance (actual return)

2.6 (2.4)

Five-year total return outperformance (actual return)

6.6 (28)

Assets/Market capitalisation (£m)

£239m

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

Alix Stewart, Jonathan Golan and team

Selection Criteria
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Name of fund:

Royal London Sterling Credit

Management group

RLAM

Category

Sterling Corporate Bond

Related benchmark used

IA Sterling Corporate Bond sector

One-year total return outperformance (actual return)

1.5 (1.3)

Five-year total return outperformance (actual return)

6.7 (28.1)

Assets/Market capitalisation (£m)

£1,646m

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

Paola Binns

Selection Criteria
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Name of fund:

Royal London Corporate Bond

Management group

RLAM

Category

Sterling Corporate Bond

Related benchmark used

IA Sterling Corporate Bond sector

One-year total return outperformance (actual return)

1.7 (1.5)

Five-year total return outperformance (actual return)

7.7 (29.1)

Assets/Market capitalisation (£m)

£1,170m

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

Jonathan Platt and Shalin Shah

Selection Criteria
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Name of fund:

Rathbone Ethical Bond ⭐

Management group

Rathbones

Category

Sterling Corporate Bond

Related benchmark used

IA Sterling Corporate Bond sector

One-year total return outperformance (actual return)

2.7 (2.5)

Five-year total return outperformance (actual return)

11.1 (32.5)

Assets/Market capitalisation (£m)

£1,140m

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

Bryn Jones and Noelle Cazalis

Selection Criteria
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Name of fund:

BlackRock Corporate Bond

Management group

BlackRock

Category

Sterling Corporate Bond

Related benchmark used

IA Sterling Corporate Bond sector

One-year total return outperformance (actual return)

1.4 (1.2)

Five-year total return outperformance (actual return)

5.9 (27.3)

Assets/Market capitalisation (£m)

£689m

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

Ben Edwards

Selection Criteria
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Name of fund:

Technology: Allianz Technology Trust

Management group

Allianz Global Investors

Category

Specialist Sectors and Assets

Related benchmark used

Peer group

One-year total return outperformance (actual return)

38.9

Five-year total return outperformance (actual return)

250

Assets/Market capitalisation (£m)

£422m

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

Walter Price

Selection Criteria
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Name of fund:

Private equity: Hg Capital Trust ⭐

Management group

Hg Capital

Category

Specialist Sectors and Assets

Related benchmark used

Peer group

One-year total return outperformance (actual return)

25.5

Five-year total return outperformance (actual return)

87.5

Assets/Market capitalisation (£m)

£698m

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

Team managed

Selection Criteria
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Name of fund:

Healthcare/biotech: Axa Framlington Biotech

Management group

Axa IM

Category

Specialist Sectors and Assets

Related benchmark used

Peer group

One-year total return outperformance (actual return)

16.8

Five-year total return outperformance (actual return)

113.4

Assets/Market capitalisation (£m)

£491m

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

Linden Thomson

Selection Criteria
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Name of fund:

Frontier Markets: BlackRock Frontiers IT

Management group

BlackRock

Category

Specialist Sectors and Assets

Related benchmark used

Peer group

One-year total return outperformance (actual return)

7.7

Five-year total return outperformance (actual return)

71.9

Assets/Market capitalisation (£m)

£300m

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

Sam Vecht and Emily Fletcher

Selection Criteria
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Name of fund:

Financials: Jupiter Financial Opportunities

Management group

Jupiter Asset Management

Category

Specialist Sectors and Assets

Related benchmark used

Peer group

One-year total return outperformance (actual return)

17.1

Five-year total return outperformance (actual return)

68.1

Assets/Market capitalisation (£m)

£589m

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

Guy de Blonay

Selection Criteria
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Name of fund:

Threadneedle European High Yield Bond

Management group

Columbia Threadneedle

Category

Specialist Bond Funds

Related benchmark used

IA Global Bonds sector

One-year total return outperformance (actual return)

2.9 (1.9)

Five-year total return outperformance (actual return)

10.9 (26)

Assets/Market capitalisation (£m)

£665m

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

Michael Poole

Selection Criteria
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Name of fund:

Pimco GIS Euro Long Av Duration

Management group

Pimco

Category

Specialist Bond Funds

Related benchmark used

IA Global Bonds sector

One-year total return outperformance (actual return)

5.3 (4.3)

Five-year total return outperformance (actual return)

30.7 (45.8)

Assets/Market capitalisation (£m)

£216m

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

Andrew Balls and Lorenzo Pagani

Selection Criteria
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Name of fund:

Candriam Bonds Emerging Markets

Management group

Candriam

Category

Specialist Bond Funds

Related benchmark used

IA Global Emerging Markets Bond sector

One-year total return outperformance (actual return)

3.1 (0)

Five-year total return outperformance (actual return)

7.9 (18.5)

Assets/Market capitalisation (£m)

£2,029m

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

Helena Clijsters and Diliana Deltcheva

Selection Criteria
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Name of fund:

Aberdeen Global Select Euro High Yield Bond

Management group

Standard Life Aberdeen

Category

Specialist Bond Funds

Related benchmark used

IA Global Bonds sector

One-year total return outperformance (actual return)

2.9 (1.9)

Five-year total return outperformance (actual return)

17.5 (32.6)

Assets/Market capitalisation (£m)

£830m

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

Team managed

Selection Criteria
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Name of fund:

BNY Mellon EM Corporate Debt ⭐

Management group

BNY Mellon

Category

Specialist Bond Funds

Related benchmark used

IA Global Emerging Markets Bond sector

One-year total return outperformance (actual return)

3.6 (0.5)

Five-year total return outperformance (actual return)

13.9 (24.5)

Assets/Market capitalisation (£m)

£201m

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

Colm McDonagh

Selection Criteria
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Name of fund:

SLI Property Income Trust ⭐

Management group

Standard Life Aberdeen

Category

Property

Related benchmark used

AIC Property Direct - UK

One-year total return outperformance (actual return)

11.4 (14)

Five-year total return outperformance (actual return)

61.5 (126)

Assets/Market capitalisation (£m)

£388m

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

Jason Baggaley

Selection Criteria
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Name of fund:

Picton Property Income Limited

Management group

Picton

Category

Property

Related benchmark used

AIC Property Direct - UK

One-year total return outperformance (actual return)

7.6 (10.2)

Five-year total return outperformance (actual return)

78.3 (142.8)

Assets/Market capitalisation (£m)

£484m

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

Team managed

Selection Criteria
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Name of fund:

Janus Henderson Horizon Pan Euro Prop Equities

Management group

Janus Henderson

Category

Property

Related benchmark used

IA Property sector

One-year total return outperformance (actual return)

8.4 (13.4)

Five-year total return outperformance (actual return)

59.7 (98.6)

Assets/Market capitalisation (£m)

£369m

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

Guy Barnard

Selection Criteria
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Name of fund:

Aberdeen Property Share

Management group

Standard Life Aberdeen

Category

Property

Related benchmark used

IA Property sector

One-year total return outperformance (actual return)

5.6 (10.6)

Five-year total return outperformance (actual return)

30.5 (69.4)

Assets/Market capitalisation (£m)

£419m

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

Team managed

Selection Criteria
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Name of fund:

F&C Real Estate Securities

Management group

BMO Global Asset Management

Category

Property

Related benchmark used

IA Property sector

One-year total return outperformance (actual return)

6.3 (11.3)

Five-year total return outperformance (actual return)

59.6 (98.5)

Assets/Market capitalisation (£m)

£199m

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

Alban Lhonneur and Marcus Phayre-Mudge

Selection Criteria
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Name of fund:

T Rowe Price US Blue Chip Equity ⭐

Management group

T Rowe Price

Category

North American Equity

Related benchmark used

S&P 500

One-year total return outperformance (actual return)

13.9 (22.7)

Five-year total return outperformance (actual return)

64.6 (153.6)

Assets/Market capitalisation (£m)

£513m

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

Larry Puglia

Selection Criteria
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Name of fund:

Morgan Stanley US Growth

Management group

Morgan Stanley

Category

North American Equity

Related benchmark used

S&P 500

One-year total return outperformance (actual return)

22.5 (31.3)

Five-year total return outperformance (actual return)

61.8 (150.8)

Assets/Market capitalisation (£m)

£1,917m

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

Dennis Lynch and team

Selection Criteria
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Name of fund:

Legg Mason ClearBridge US Large Cap Growth

Management group

Legg Mason

Category

North American Equity

Related benchmark used

S&P 500

One-year total return outperformance (actual return)

13.3 (22.1)

Five-year total return outperformance (actual return)

19.7 (108.7)

Assets/Market capitalisation (£m)

£879m

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

Peter Bourbeau and Margaret Vitrano

Selection Criteria
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Name of fund:

JPM US Smaller Companies IT

Management group

JPMorgan Asset Management

Category

North American Equity

Related benchmark used

Russell 2000

One-year total return outperformance (actual return)

16.7 (33.4)

Five-year total return outperformance (actual return)

27.1 (125.6)

Assets/Market capitalisation (£m)

£177m

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

Don San Jose, Daniel Percella and Jon Brachle

Selection Criteria
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Name of fund:

Baillie Gifford American

Management group

Baillie Gifford

Category

North American Equity

Related benchmark used

S&P 500

One-year total return outperformance (actual return)

26.7 (35.5)

Five-year total return outperformance (actual return)

76.6 (165.6)

Assets/Market capitalisation (£m)

£1,471m

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

Gary Robinson, Helen Xiong, Tom Slater, Kirsty Gibson

Selection Criteria
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Name of fund:

Miton Cautious Monthly Income

Management group

Miton Asset Management

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 20-60% Shares sector

One-year total return outperformance (actual return)

1.6 (3.7)

Five-year total return outperformance (actual return)

9.4 (36.1)

Assets/Market capitalisation (£m)

£286m

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

David Jane and Anthony Rayner

Selection Criteria
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Name of fund:

M&G Episode Income

Management group

M&G Investments

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 20-60% Shares sector

One-year total return outperformance (actual return)

2.6 (4.7)

Five-year total return outperformance (actual return)

12.3 (39)

Assets/Market capitalisation (£m)

£832m

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

Steven Andrew and Maria Municchi

Selection Criteria
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Name of fund:

Hawksmoor Distribution

Management group

Hawksmoor IM

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

0.6 (4.9)

Five-year total return outperformance (actual return)

9.3 (47.5)

Assets/Market capitalisation (£m)

£125m

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

Daniel Lockyer, Richard Scott and Ben Conway

Selection Criteria
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Name of fund:

EdenTree Higher Income

Management group

EdenTree Investment Management

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

1.7 (6)

Five-year total return outperformance (actual return)

0.7 (38.9)

Assets/Market capitalisation (£m)

£463m

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

Robin Hepworth, David Katimbo Mugwanya, Thomas Fitzgerald

Selection Criteria
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Name of fund:

Artemis Monthly Distribution ⭐

Management group

Artemis

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 20-60% Shares sector

One-year total return outperformance (actual return)

0.6 (2.7)

Five-year total return outperformance (actual return)

30.3 (57)

Assets/Market capitalisation (£m)

£813m

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

Jacob de Tusch-Lec and James Foster

Selection Criteria
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Name of fund:

Royal London Sustainable World Trust

Management group

RLAM

Category

Mixed Asset

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

6.2 (10.5)

Five-year total return outperformance (actual return)

44.5 (82.7)

Assets/Market capitalisation (£m)

£460m

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

Mike Fox

Selection Criteria
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Name of fund:

Premier Diversified

Management group

Premier Asset Management

Category

Mixed Asset

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

6.5 (10.8)

Five-year total return outperformance (actual return)

55.6 (17.4)

Assets/Market capitalisation (£m)

£88m

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

Neil Birrell

Selection Criteria
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Name of fund:

Neptune Global Alpha

Management group

Neptune Investment Management

Category

Mixed Asset

Related benchmark used

IA Flexible Investment sector

One-year total return outperformance (actual return)

21.7 (26.5)

Five-year total return outperformance (actual return)

57 (96.2)

Assets/Market capitalisation (£m)

£103m

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

Robin Geffen

Selection Criteria
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Name of fund:

Liontrust Sustainable Future Ab Growth

Management group

Liontrust Asset Management

Category

Mixed Asset

Related benchmark used

IA Flexible Investment sector

One-year total return outperformance (actual return)

9 (13.8)

Five-year total return outperformance (actual return)

27.9 (67.1)

Assets/Market capitalisation (£m)

£168m

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

Peter Michaelis and Simon Clements

Selection Criteria
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Name of fund:

Baillie Gifford Managed ⭐

Management group

Baillie Gifford

Category

Mixed Asset

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

6 (10.3)

Five-year total return outperformance (actual return)

23.3 (61.5)

Assets/Market capitalisation (£m)

£3,400m

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

Iain McCombie and Steven Hay

Selection Criteria
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Name of fund:

Lindsell Train Japanese Equity

Management group

Lindsell Train

Category

Japanese Equity

Related benchmark used

TSE Topix

One-year total return outperformance (actual return)

12 (24.4)

Five-year total return outperformance (actual return)

70.1 (150.5)

Assets/Market capitalisation (£m)

£229m

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

Michael Lindsell

Selection Criteria
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Name of fund:

Legg Mason IF Japan Equity ⭐

Management group

Legg Mason

Category

Japanese Equity

Related benchmark used

TSE Topix

One-year total return outperformance (actual return)

20.7 (33.1)

Five-year total return outperformance (actual return)

113.4 (193.8)

Assets/Market capitalisation (£m)

£1,124m

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

Hideo Shiozumi

Selection Criteria
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Name of fund:

JPM Japanese IT

Management group

JPMorgan Asset Management

Category

Japanese Equity

Related benchmark used

TSE Topix

One-year total return outperformance (actual return)

13.4 (25.8)

Five-year total return outperformance (actual return)

46.6 (127)

Assets/Market capitalisation (£m)

£737m

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

Nicholas Weindling and Shoichi Mizusawa

Selection Criteria
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Name of fund:

Invesco Perpetual Japanese Smaller Cos

Management group

Invesco Perpetual

Category

Japanese Equity

Related benchmark used

TSE Topix Small

One-year total return outperformance (actual return)

11.8 (30.7)

Five-year total return outperformance (actual return)

24.7 (137.7)

Assets/Market capitalisation (£m)

£85m

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

Osamu Tokuno

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Name of fund:

Fidelity Japan IT

Management group

Fidelity International

Category

Japanese Equity

Related benchmark used

TSE Topix

One-year total return outperformance (actual return)

28.7 (41.1)

Five-year total return outperformance (actual return)

59.1 (139.5)

Assets/Market capitalisation (£m)

£220m

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

Nicholas Price

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Name of fund:

SLI Global Smaller Companies

Management group

Standard Life Aberdeen

Category

Global Equity

Related benchmark used

MSCI AC World

One-year total return outperformance (actual return)

16.1 (24.6)

Five-year total return outperformance (actual return)

47.4 (121.8)

Assets/Market capitalisation (£m)

£966m

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

Alan Rowsell

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Name of fund:

Scottish Mortgage IT

Management group

Baillie Gifford

Category

Global Equity

Related benchmark used

MSCI AC World

One-year total return outperformance (actual return)

21.2 (29.7)

Five-year total return outperformance (actual return)

134.5 (208.9)

Assets/Market capitalisation (£m)

£7,236m

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

James Anderson and Tom Slater

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Name of fund:

Morgan Stanley Global Opp

Management group

Morgan Stanley Investment Management

Category

Global Equity

Related benchmark used

MSCI AC World

One-year total return outperformance (actual return)

24.9 (33.4)

Five-year total return outperformance (actual return)

116.7 (191.1)

Assets/Market capitalisation (£m)

£5,076m

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

Kiristian Heugh

Selection Criteria
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Name of fund:

Lindsell Train IT ⭐

Management group

Lindsell Train

Category

Global Equity

Related benchmark used

MSCI AC World

One-year total return outperformance (actual return)

46.9 (35.4)

Five-year total return outperformance (actual return)

171.8 (246.2)

Assets/Market capitalisation (£m)

£6.4bn

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

Nick Train

Selection Criteria
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Name of fund:

Edinburgh Worldwide IT

Management group

Baillie Gifford

Category

Global Equity

Related benchmark used

MSCI AC World

One-year total return outperformance (actual return)

34.9 (43.4)

Five-year total return outperformance (actual return)

86.5 (162.9)

Assets/Market capitalisation (£m)

£466m

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

Douglas Brodie, Luke Ward, Svetlana Viteva

Selection Criteria
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Name of fund:

UBS GEM Equity ⭐

Management group

UBS Global Asset Management

Category

Global Emerging Markets

Related benchmark used

MSCI Emerging Markets

One-year total return outperformance (actual return)

4.4 (15)

Five-year total return outperformance (actual return)

17 (59.2)

Assets/Market capitalisation (£m)

£793m

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

Urs Antonioli

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Name of fund:

T Rowe Price EM Equity

Management group

T Rowe Price

Category

Global Emerging Markets

Related benchmark used

MSCI Emerging Markets

One-year total return outperformance (actual return)

2.8 (13.4)

Five-year total return outperformance (actual return)

14.5 (56.7)

Assets/Market capitalisation (£m)

£2,281m

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

Gonzalo Pangaro

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Name of fund:

Barings Global Emerging Markets

Management group

Barings Asset Management

Category

Global Emerging Markets

Related benchmark used

MSCI Emerging Markets

One-year total return outperformance (actual return)

3.9 (14.5)

Five-year total return outperformance (actual return)

12.5 (54.7)

Assets/Market capitalisation (£m)

£406m

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

Isabelle Irish, William Palmer and Michael Levy

Selection Criteria
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Name of fund:

GS Emerging Markets Core Equity

Management group

Goldman Sachs AM

Category

Global Emerging Markets

Related benchmark used

MSCI Emerging Markets

One-year total return outperformance (actual return)

2.9 (13.5)

Five-year total return outperformance (actual return)

14.5 (56.7)

Assets/Market capitalisation (£m)

£2,673m

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

Team managed

Selection Criteria
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Name of fund:

Allianz EM Equity

Management group

Allianz Global Investors

Category

Global Emerging Markets

Related benchmark used

MSCI Emerging Markets

One-year total return outperformance (actual return)

3.1 (13.7)

Five-year total return outperformance (actual return)

15.2 (57.4)

Assets/Market capitalisation (£m)

£205m

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

Kunal Ghosh and Lu Yu

Selection Criteria
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Name of fund:

L&G European Trust

Management group

L&G

Category

European Equity

Related benchmark used

MSCI Europe

One-year total return outperformance (actual return)

6.1 (7.8)

Five-year total return outperformance (actual return)

25.1 (72.6)

Assets/Market capitalisation (£m)

£156m

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

Gavin Launder

Selection Criteria
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Name of fund:

Man GLG Continental Euro Growth ⭐

Management group

Man GLG

Category

European Equity

Related benchmark used

MSCI Europe

One-year total return outperformance (actual return)

9.2 (10.9)

Five-year total return outperformance (actual return)

87.5 (135)

Assets/Market capitalisation (£m)

£1,488m

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

Rory Powe

Selection Criteria
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Name of fund:

Jupiter European

Management group

Jupiter Asset Management

Category

European Equity

Related benchmark used

MSCI Europe

One-year total return outperformance (actual return)

15.7 (17.4)

Five-year total return outperformance (actual return)

54.6 (102.1)

Assets/Market capitalisation (£m)

£5,200m

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

Alexander Darwall

Selection Criteria
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Name of fund:

Hermes Europe ex-UK Equity

Management group

Hermes AM

Category

European Equity

Related benchmark used

MSCI Europe

One-year total return outperformance (actual return)

9.4 (11.1)

Five-year total return outperformance (actual return)

31.7 (79.2)

Assets/Market capitalisation (£m)

£135m

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

James Rutherford and Tim Crockford

Selection Criteria
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Name of fund:

BlackRock European Dynamic

Management group

BlackRock

Category

European Equity

Related benchmark used

MSCI Europe

One-year total return outperformance (actual return)

6.9 (8.6)

Five-year total return outperformance (actual return)

39.6 (87.1)

Assets/Market capitalisation (£m)

£3,050m

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

Alister Hibbert

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Name of fund:

Veritas Asian

Management group

Veritas AM

Category

Asia Pacific Equity

Related benchmark used

MSCI AC Asia ex-Japan

One-year total return outperformance (actual return)

9.5 (23.3)

Five-year total return outperformance (actual return)

52.1 (119.2)

Assets/Market capitalisation (£m)

£1,284m

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

Ezra Sun

Selection Criteria
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Name of fund:

Schroder Asian Total Return IT ⭐

Management group

Schroders

Category

Asia Pacific Equity

Related benchmark used

MSCI AC Asia ex-Japan

One-year total return outperformance (actual return)

13 (26.8)

Five-year total return outperformance (actual return)

26.4 (93.5)

Assets/Market capitalisation (£m)

£327m

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

Robin Parbrook and King Fuei Lee

Selection Criteria
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Name of fund:

Merian Asia Pacific Fund

Management group

Merian Global Investors

Category

Asia Pacific Equity

Related benchmark used

MSCI AC Asia ex-Japan

One-year total return outperformance (actual return)

7.1 (20.9)

Five-year total return outperformance (actual return)

30.7 (97.8)

Assets/Market capitalisation (£m)

£523m

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

Ian Heslop, Mike Servent, Amadeo Alentorn

Selection Criteria
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Name of fund:

Barings Eastern Trust

Management group

Barings Asset Management

Category

Asia Pacific Equity

Related benchmark used

MSCI AC Asia ex-Japan

One-year total return outperformance (actual return)

5.8 (19.6)

Five-year total return outperformance (actual return)

21.1 (88.2)

Assets/Market capitalisation (£m)

£143m

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

HyungJin Lee

Selection Criteria
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Name of fund:

Baillie Gifford Pacific Horizon IT

Management group

Baillie Gifford

Category

Asia Pacific Equity

Related benchmark used

MSCI AC Asia ex-Japan

One-year total return outperformance (actual return)

35.4 (49.2)

Five-year total return outperformance (actual return)

67.8 (134.9)

Assets/Market capitalisation (£m)

£214m

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

Ewan Markson Brown and Roderick Snell

Selection Criteria
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Name of fund:

RWC US Absolute Alpha

Management group

RWC Capital Partners

Category

Absolute Return

Related benchmark used

Libor GBP 3 months

One-year total return outperformance (actual return)

10.2 (10.7)

Three-year total return outperformance (actual return)

26.4 (29)

Assets/Market capitalisation (£m)

£291m

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

Mike Corcell and Alex Robarts

Selection Criteria
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Name of fund:

Merian Global Equity Absolute Return Fund ⭐

Management group

Merian Global Equity Absolute Return Fund

Category

Absolute Return

Related benchmark used

Libor GBP 3 months

One-year total return outperformance (actual return)

9.5 (10)

Three-year total return outperformance (actual return)

28.7 (31.3)

Assets/Market capitalisation (£m)

£11,700m

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

Ian Heslop, Mike Servent, Amadeo Alentorn

Selection Criteria
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Name of fund:

Man GLG Alpha Select Alternative

Management group

Man GLG

Category

Absolute Return

Related benchmark used

Libor GBP 3 months

One-year total return outperformance (actual return)

12.8 (13.3)

Three-year total return outperformance (actual return)

38.2 (40.8)

Assets/Market capitalisation (£m)

£337m

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

Charles Long and Nick Judge

Selection Criteria
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Name of fund:

Fulcrum Diversified Absolute Return

Management group

Fulcrum Asset Management

Category

Absolute Return

Related benchmark used

Libor GBP 3 months

One-year total return outperformance (actual return)

2.9 (3.4)

Three-year total return outperformance (actual return)

8.8 (11.4)

Assets/Market capitalisation (£m)

£1,011m

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

Team managed

Selection Criteria
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Name of fund:

BNY Mellon Absolute Return Equity

Management group

BNY Mellon

Category

Absolute Return

Related benchmark used

Libor GBP 3 months

One-year total return outperformance (actual return)

1.9 (2.4)

Three-year total return outperformance (actual return)

9.3 (11.9)

Assets/Market capitalisation (£m)

£2,030m

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

Andrew Cawker

Selection Criteria