The Japanese Equity Team operates independently from the wider group. Find out more about how we select our funds and build the funds list. Coupled to this the fact that the team look for companies that are growing their earnings at a rate higher than that of the average company, it could make for a fund that has the ability to capture the strongest growth areas across the entire global Emerging market space. Identifying the best investment opportunities is therefore no easy task. These are our current opinions but the future, as ever, is uncertain and outcomes may differ. This fund has been managed by the same team, headed by Aziz Hamzaogullari, along the same investment process since 2006. The underlying aim of this fund is to deliver capital growth to investors by investing in a range of companies from all over the world. Rather than steering clear of companies that conduct business in ‘non-ethical’ sectors, such as tobacco companies or weapons manufacturers, the team at Threadneedle search for opportunities to invest in organisations that are aiming to deliver a ‘positive impact’ to the UK society. They also give an attractive yield – income. Because of the way they work, these give the opportunity to make money even if the stock markets or bond markets are falling – so this fund can generate positive returns whatever the market conditions, but as ever, this is not guaranteed and you might get back less than you invested. What we really like about this fund is the manager – Peter is very experienced and has been applying the same investment approach and process, successfully, for many years. Jupiter is a UK based company, founded in 1985 and has grown to become a well-respected and successful fund management business. JO Hambro Capital Management is a London-based fund management company, owned by Pendal Group, a listed Australian fund management group. The Global Technology Team is one such specialist team, and represents one of the largest franchises in Europe dedicated to this market, with nine dedicated technology specialists (as at June 2020). Fidelity is among the largest asset management firm globally. Examples include a possible change in management; a change in strategy of the business, or even a change in the market that the company is engaged in. The target return is ‘cash’ plus 5%. To choose and manage your own investments from a range of funds, shares, ETFs and bonds, get started today by simply opening up an Investment (Stocks & Shares) ISA, Investment Account or SIPP Account with Smart Investor. Ben provides a more analytical and detail-oriented approach, and takes the lead on portfolio management. This includes areas such as alternative fuels, energy efficiency and renewable energy technology, while avoiding areas such as oil and gas exploration/production and coal. Since the financial crisis in 2008 the number of funds which have this focus on valuations (known as a ‘value’ approach to investing) in Europe has declined significantly, mainly because a lot of these companies have remained ‘out of favour’ for many years, which means this approach to investing has underperformed. We feel the team is very well resourced with a significant local presence and extensive experience in managing assets in India. By combining these two methods and applying them to UK companies, this fund aims to deliver positive returns in all market conditions and be less volatile than funds that aren’t allowed to ‘short’ shares. Despite sitting within the Alternatives asset class, which is generally associated with higher fees, the fund is run at a relatively low cost. Use our online chat service to discuss your query with a member of our team. The fund is an actively managed portfolio that invests primarily in investment grade global corporate bonds. We rate him highly. It’s important to appreciate that Chanpongsang’s approach is all about focussing on individual companies, rather than taking a call on how stock markets will move. Find out more about the importance of diversification. The business was renamed ‘Merian Global Investors’ in October 2018. Janus Henderson was formed in 2017 from the merger of Janus Capital group and Henderson Global Investors. The team of nine investment professionals manages approximately £10bn. However, the flip side is potentially poorer performance and higher volatility, as each holding has the potential to cause greater damage to returns if the company in question is not successful. The fund typically invests in the shares of around 90 companies at any one time. They do this by not only focusing on the upside potential of the shares they buy, but also the possible downside - how much they could possibly lose - in order to mitigate losses when markets are falling. The IA sectors divide the funds universe to reflect the asset type, industry sector, or geographic regions funds are invested in. Our list is made up of a number of funds from each of the investment sectors we believe are key for building a diversified portfolio. The fund’s investment process focuses on finding companies that have strong and growing cash flows, which the manager believes not only supports sustainable dividends, but also leads to share price growth. However, the knock-on effect is the fund may be more volatile than some of its peers i.e. Janus Henderson was formed in 2017 from the merger of Janus Capital group and Henderson Global Investors. However, if you’re looking for a US fund to add to your investment portfolio, we still believe this should deliver good returns over the longer term. However, it also aims to achieve good long-term growth so as well as generating a good income, you will hopefully see the value of your investment increase over time. Membership: [email protected] But what differentiates the approach at Polar Capital from other funds is their focus on the ‘next generation of winners’. We believe the team at Investec is one of a small number in the marketplace that has the breadth, depth, experience and expertise to navigate this space. The world of ‘ethical’ investing has changed over the years, with a focus today on ‘impact’ investing. Most of these funds are available to individual investors through fund platforms, advisers or directly from investment firms. It does this by applying a more flexible approach to investing than many equity income funds. Log in and learn more: The fund invests in companies located across the Asian Pacific Basin, excluding Japan, stretching from India and China to Indonesia and Thailand. The ‘traditional’ element of this fund – investments in shares and bonds – is based on Invesco’s economic view of which global regions it expects to perform well. First, Chanpongsang’s experience – he has a long and successful track record in fund management. Already a customer? The long term stability of the team, together with a strong investment culture, are among the key strengths of the strategy. Managing the fund through boom and bust cycles over the last 20 years has honed and fine-tuned their investment approach into something quite unique. The flexibility of the strategy means that the managers go beyond the obvious income sectors and are very reactive when trading around positions. Aviva Investors is the investment arm of Aviva plc – a multinational financial services company which has a strong business in the European, Asian, Canadian and UK general insurance markets. The fund manager, Andreas Zoellinger, launched the fund in 2011 and has been managing it since then, having built up a strong and credible performance track record. The fund invests in companies based in countries across continental mainland Europe (i.e. This is a large and successful fund managed by two experienced fund managers – Clive Beagles and James Lowen. Ongoing cost: 0.85% (Acc), 0.78% (Inc) / KIID risk score: 6. The Merian UK Mid Cap Fund is one of the most successful among its peer group. Investment grade bonds are issued by business which are regarded as being secure and likely to be able to repay the debt, as a bond is effectively a loan to a company. The fund has a more flexible investment approach than many other bond funds and the managers look for the best opportunities based on the level of risk they are prepared to take. The lead fund manager, Clare Hart, and her team, have stuck to this process since the fund was launched in 2008, the results of which is the strong performance track record. Man GLG is owned by Man Group, a FTSE 100 listed company. Not only have Montanaro got this, but they also have the experience. These companies typically provide products or services which are difficult to replicate, which means competitors tend to find it difficult to enter these markets and compete. To see changes to the list, please check our additions and removals page. You may get back less than you invested. There is also a fund factsheet that you might find useful. He remains the driving force and public face of the fund. M&G was founded under its original name of Municipal and General Securities in 1901, as the financial arm of a British engineering company. It’s important to fully understand what you’re investing in, so please make sure you do your own research and, in particular, investigate the fund’s key details on the fund factpage linked from the fund name. It is important to be aware that derivatives are not investments that are actively traded on the stock exchange, like shares, rather they involve the Fund Manager making an investment ‘contract’ with another investment professional, usually a bank. The belief is that ‘Keeping It Simple’ maximises the team’s focus. These are our current opinions but the future, as ever, is uncertain and outcomes may differ. Other customers found these links helpful. And it’s easy to understand why – an experienced team adhering to a simple, but successful, investment philosophy, has delivered strong long term returns and a sustainable income stream, that warrants its place on the Barclays Funds List. And behind this process is an experienced team which helps keep the level of risk in check and aims to ensure returns are consistent. The aim of the fund is to offer investors the opportunity to invest in companies and organisations that are supporting socially beneficial activities in the UK, such as affordable housing, education and the environment. Barclays Bank UK PLC provides banking services to its customers and is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (Financial Services Register No. These are our current opinions but the future, as ever, is uncertain and outcomes may differ. The company continues to be majority owned (72.5%) by the two founders, with the remainder owned by staff and a London-listed investment trust, the Lindsell Train Investment Trust PLC. They define ‘quality’ as being those companies that can produce sustainable and predictable revenue growth, and profits, over the long term. the fund’s share price is likely to experience greater rises and falls in value than many other UK funds. The multi-manager structure they use is one that is not common within the industry today but we think Majedie makes it work well, because of the closeness and experience of the individual managers. Registered No. They achieve through a portfolio of ‘best ideas’ that brings together a wide variety of different companies, from those that are growing their earnings at a rate that exceeds the market average, to companies that are going through some kind of restructure which could offer great recover potential in their share price. Polar Capital is a London based asset management company. The fund also typically invests in 40 to 60 companies, which is fewer than average and means Hibbert can be very focused in terms of targeting the areas he regards as having the strongest growth potential. Figures have therefore been rounded to the nearest £ million. It’s important to remember that emerging market investments can be particularly volatile and may be less regulated than other markets and so should therefore typically only form a small part of a diversified portfolio of investments.
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