Fund Manager Meetings

Below are notes from meetings with fund managers, or representatives of fund management houses. We are happy to share our notes but these are not a recommendation. Advice should be sought before any investment is made into the fund, and any the shares that have been mentioned in the notes. These are purely for information, and will form part of our overall investment process. We may invest in some of the funds we have listed below.

Fund Manager Meetings 2022

Responsible Investment Strategies

DateFund MangerFund NameIn LWM Portfolios
January 2022Francesco Conte, Yazann Romahi & Sara BellendaJPM Climate Change Solutions FundNo
January 2022Charles Montanaro & Mark RogersMontanaro Better World FundYes
January 2022Deidre Cooper & Graeme BakerNinety One Global Enviroment FundYes
January 2022Matthew Brown & Phil ShucksmithBNY Mellon Sustainable Real Return FundYes
January 2022Martyn Jones & Peter MichaelisLiontrust SF European Growth FundYes
January 2022Theimo LangPolar Capital Smart Energy FundNo
February 2022Bertrand Lecourt & Saurabh SharmaRegnan Sustainable Water and Waste FundNo
February 2022Jamie Jenkins & Nick HendersonBMO Responsible Global Equity FundNo
March 2022Matthew Brown & Phil ShucksmithBNY Mellon Sustainable Real Return FundYes
March 2022Neil BirrellPremier Miton Diversified Sustainable FundNo
March 2022Paul BrainBNY Mellon Sustainable Global Dynamic Bond FundNo
March 2022Xavier Hovasse & Haiyan Li-LabbeFP Carmignac Emerging Markets FundYes
March 2022William Sutcliffe, Kirsty Gibson, Kate Fox, Julia Angeles & Lee QianBaillie Gifford Positive Change FundYes
March 2022Rebecca Myatt & Peter MeanyFirst Sentier Responsible Listed Infrastructure FundNo
March 2022Adam Whiteley & Shaun CaseyBNY Mellon Responsible Horizons Strategic Bond FundNo
April 2022Charlie Thomas & Tom FitzgeraldEdentree Green Future FundNo
April 2022Mary McQuillen & Derek DeutschLegg Mason ClearBridge US Equity Sustainability Leaders FundYes
April 2022Charles Montanaro & Mark RogersMontanaro Better World FundYes
May 2022Alina DonetsLO Funds Natural Capital FundNo
May 2022David Katimbo-MugwanyaEdenTree Global Impact Bond FundNo
June 2022Mike SellAlquity Asia FundYes
June 2022Nick Scullion, Mark Brennan & Carly MageeFP Foresight Global Real Infrastructure FundYes
June 2022Maarten Bloemen, Herbert J Arnett Jr, Craig Cameron & Tina SadlerTempleton Global Climate Change FundNo
June 2022Iain Stealey & Andrew HeadleyJP Morgan Global Bond Opportunities Sustainable FundNo
June 2022Sarah Norris, Iain Hewitt, Roseanna Ivory and Sasha KachanovaASI (Abrdn) Europe ex UK Ethical FundYes
July 2022Will ArgentVT Gravis Clean Energy Income FundYes
July 2022Nick Scullion, Mark Brennan and Carly MageeFP Foresight Global Real Infrastructure FundYes
August 2022Jamie Beale, Gareth Jones, Charlotte Fletcher & Alex BakerHome REIT LtdYes
September 2022Tim Crockford & Mohsin AhmadRegnan Global Equity Impact Solutions FundYes
September 2022Bertrand Lecourt & Saurabh SharmaRegnan Sustainable Water and Waste FundNo
September 2022Bryn Jones & Noelle CazalisRathbone Ethical Bond FundYes
September 2022Conor Walsh & Alina DonetsLO New Food Systems FundNo
September 2022Nick Scullion, Mark Brennan and Eric BrightFP Foresight Sustainable Future Themes FundNo
September 2022Nick Scullion, Mark Brennan and Eric BrightFP Foresight Sustainable Real Estate Securities FundYes
September 2022Euan McNeil & Iain BuckleAegon Ethical Corporate Bond FundYes
October 2022Bruce Jenkyn-Jones, Jon Forster and Fotis ChatzimichalakisImpax Environmental Markets PLCYes
October 2022Paul Bridge, Andrew Dawber, Connell Grogan, Darly Quarry and Charles ReifCivitas Social Housing PLCYes
November 2022Richard CrawfordThe Renewables Infrastructure Group LimitedYes
November 2022Mike FoxRoyal London Sustainable Leaders TrustYes
November 2022Jeremy Thomas, Alex Bibani and Giles MoneySarasin Responsible Global Equity FundYes
November 2022Benji Dawes, Jon HudsonPremier Miton Responsible UK Equity FundYes
December 2022Jamie Beale, Gareth Jones. Charlotte Fletcher, Alex BakerHOME REITYes
December 2022Chris Diaz, Ryan Myerberg, Colby StilsonBrown Advisory Global Sustainable Total Return Bond FundNo

Mainstream Strategies

DateFund ManagerFund NameIn LWM Portfolios
January 2022Investment TeamHeriot Global FundNo
January 2022Nick ClayTM RWC Global Equity Income FundNo
January 2022Douglas Brodie, Luke Ward & Svetlana VitevaBaillie Gifford Global Discovery FundYes
January 2022Jeffrey AthertonGLG Japan CoreAlpha FundNo
January 2022Jonathan PinesFederated Hemeres Asia ex Japan FundNo
January 2022Linden Thomson & Peter HughesAXA Framlington Biotech FundNo
January 2022Julia Angeles, Marina Record & Rose NguyenBaillie Gifford WW Health Innovation FundYes
January 2022Charles Hamieh & Daniel ChuFTF ClearBridge Global Infrastructure Income FundNo
January 2022Ian Mortimer & Matthew PageGuinness Global Innovators FundNo
January 2022Richard de LisleVT De Lisle America FundNo
January 2022Tom May & Dr Russ BubleyAHFM Defined Returns FundYes
January 2022Ashish SwarupAikya Global Emerging Markets FundNo
February 2022Charlotte MeyrickAviva Investors UK Listed Small and Mid-Cap FundNo
February 2022Mark SlaterSlater Income FundNo
February 2022Andrew Jacobson, Donald Elefson & Bradley AmoilsAxiom Concentrated Global Growth FundNo
February 2022Mike Riddell, Joe Pak & Ravin SeeneevassenAllianz Strategic Bond FundNo
February 2022Alessandro Dicorrado & Steve WoolleyNinety-One Global Special Situations FundNo
February 2022Keith Ashworth-LordCFP SDL UK Buffettology FundNo
February 2022Nick Evans and Ben RogoffPolar Capital Global Technology FundYes
February 2022Shrenick Shah, Josh Berelowitz & Benoit LanctotJPM Global Macro Opportunities FundYes
March 2022David MacNeil & David RidlandVT Castlebay UK Equity FundYes
March 2022Stefan Gries & Sam VechtBlackRock Greater Europe Investment TrustNo
March 2022Mark Williams & Carolyn ChanSomerset Asia Income FundNo
March 2022Mike Riddell, Joe Pak & Ravin SeeneevassenAllianz Strategic Bond FundNo
March 2022Mark SlaterSlater Growth FundNo
March 2022Benji Dawes & Jon HudsonPremier Miton UK Growth FundYes
March 2022John Baker, Jonathan Ingram & Blake CrawfordJPMorgan Europe Dynamic FundNo
March 2022Dan HarlowAXA Framlington UK Smaller Companies FundYes
March 2022Dickie HodgesNomura Global Dynamic Bond FundYes
March 2022Daniel Lockyer & Ben ConwayMI Hawksmoor Distribution FundNo
April 2022Zehrid OsmaniMartin Currie Global Portfolio Investment TrustNo
April 2022Chetan Sehgal & Andrew NessTempleton Emerging Markets Investment TrustYes
April 2022Martin Lau, Winston Ke, & Helen ChanFSSA Greater China Growth FundNo
April 2022Carlos Moreno & Thomas BrownPremier Miton European Opportunities FundYes
April 2022Andrew ListerAbrdn Listed Private Capital FundNo
April 2022Helge Skibeli & Sam WitherowJPM Global Equity Income FundNo
April 2022Gary Robinson, Tom Slater, Kirsty Gibson & Dave BujnowskiBaillie Gifford American FundNo
April 2022Georges Lequime & Mark SmithTB Amati Strategic Metals FundNo
April 2022Bruno Poulson, Vladmir Demine, Marcus Watson, WIlliam Lock, Nic Sochovsky, Nathan Wong, Alex Gabriele, Richard Perrott, Helena Miles & Fei TengMorgan Stanley Funds (UK) Global Brands FundYes
May 2022Charles Hamieh & Daniel ChuFTF ClearBridge Global Infrastructure FundNo
May 2022Jacob MitchellAntipodes Global Long FundNo
June 2022Stephen Paice, Moritz Sitte, & Chris DaviesBaillie Gifford European Equities FundNo
June 2022Mikhail Zverev, Graeme Bencke & Gareth BladesTB Amati Strategic Innovation FundNo
June 2022Alban Lhonneur, George Gay, Marcus Phayre-Mudge & Jo ElliottTR PropertyYes
June 2022Ben Russon, Colin Morton & Mark HallFTF Franklin UK Equity Income FundNo
June 2022Hideo ShiozumiFTF Martin Currie Japan Equity FundYes
June 2022S. Joyce Li, Yu Zhang, Sherwood Zhang & Robert HorrocksMatthews Asia ex Japan Dividend FundYes
June 2022Winnie Chwang & Andrew MattockMatthews China Small Companies FundYes
June 2022Stephen Kelly & David ShawAXA Framlington American Growth FundYes
June 2022Yacov Arnopolin & Pramol DhawanPIMCO GIS Emerging Markets Opportunities FundNo
June 2022Daniel Ivascyn & Alfred MurataPIMCO GIS Income FundNo
June 2022Georges Lequime & Mark SmithTB Amati Strategic Metals FundNo
June 2022Abby Glennie & Amanda YeamanAbrdn UK Mid-Cap Equity FundNo
June 2022Alister HibbertBlackRock Unconstrained Equity FundNo
June 2022Andrew ListerAberdeen Standard SICAV 1 – Listed Private Capital FundNo
June 2022Ben Ritchie, Kurt Cruickshank & Roseanna IvoryASI (abrdn) Europe ex UK FundYes
June 2022Tom Slater & Lawrence BurnsScottish MortgageYes
July 2022Cormac WeldonArtemis US Smaller Companies FundYes
July 2022Ollie Beckett & Rory StokesJanus Henderson European Smaller Companies FundYes
July 2022Andrew Jackson & Fraser LundieFederated Hermes Unconstrained Credit FundYes
July 2022Nicholas Yeo and Pruksa Iamthongthongabrdn China A Equity FundYes
July 2022Harry Nimmo & Abby Glennieabrdn UK Smaller Companies Growth TrustYes
July 2022Kirsty Desson & Harry Nimmoabrdn Global Smaller Companies FundYes
July 2022Jacob MitchellAntipodes Global Long FundNo
August 2022Fraser Mackersie & Alexander GameUnicorn UK Growth FundNo
August 2022Iain Cunningham & Jimmy ElliotNinety One Global Macro Allocation FundNo
August 2022Jurgen Wurzer & Stefan LowenthalMacquarie Global Real Assets FundNo
August 2022Kristian Heugh, Anil Agarwal & Alastair PangMorgan Stanley Asia Opportunity FundYes
August 2022Chris Korpan & Veronika LysogorskayaJP Morgan Natural Respources FundNo
August 2022Douglas Brodie, Luke Ward & Svetlana VitevaBaillie Gifford Global Discovery FundYes
August 2022James de Bunsen & Pete WebsterJanus Henderson Diversified Alternatives FundNo
September 2022Greg SharenowPIMCO GIS Inflation Multi-Asset FundNo
September 2022Daniel Lockyer & Ben ConwayMI Hawksmoor The Vanbrugh FundNo
September 2022Michael Dillon & Bertie ThompsonBrown Advisory Global Leaders FundNo
September 2022Rob BurnettLF Lightman European FundNo
September 2022Chris Korpan & Veronika LysogorskayaJPM Natural Resources FundNo
September 2022Colm O’Connor & Andros FloridesKBI Global Resource Solutions FundNo
September 2022Nick Evans & Ben RogoffPolar Capital Global Technology FundYes
October 2022David CoombsRathbone Multi Asset Enhanced Growth Portfolio FundYes
October 2022Nicholas Weindling & Miyako UrabeJP Morgan Japanese Investment TrustYes
October 2022Mark SlaterSlater Growth FundNo
October 2022James JohnstoneRedwheel Next Generation Emerging Markets Equity FundNo
November 2022Nicholas Weindling, Shoichi Mizusawa and Miyako UrabeJP Morgan Japan FundNo
November 2022Matthew BeddallLF Havelock Global Select FundNo
November 2022Scott Moseley and Bernardo Sottomayor3i Infrastructure PlcYes
November 2022Hugo Machin, Tom WalkerSchroder Global Cities Real Estate FundYes
December 2022Mark Williams, Carolyn ChanSomerset Asia Income FundNo
December 2022Cormac WeldonArtemis US Smaller Companies FundYes
December 2022Kevin Murphy, Mike Hodgson, Jeegar Jagani, Andrew Evans, Scott Thomson, Ghokhulan ManickavasagarSchroder Income Maximiser FundNo
December 2022Stephen DanielsARC TIME UK Infrastructure FundNo

Fund Manager Meetings 2021

Responsible Investment Strategies

DateFund ManagerFund Name
February 2021Benji Dawes and Jon HudsonPremier Miton Ethical Fund
February 2021Tom Crockford and Mohsin AhmadRegnan Global Equity Impact Solutions Fund
February 2021Sarah Norris and Iain HewittASI Europe ex UK Ethical Fund
February 2021Craig Bonthron, Neil Goddin, Jonathan Parsons and Ryan SmithArtemis Positive Future Fund
February 2021Amit Mehta and John CitronJPM Emerging Markets Sustainable Equity Fund
March 2021Giles Money, Jeremy Thomas and Alex BibaniSarasin Responsible Global Equity Fund
March 2021Zehrid OsmaniMartin Currie Global Portfolio Investment Trust
March 2021Marnie Aragon-Uy and Cynthia CanoAlquity Global Impact Fund
March 2021Mark Hargreaves and Amanda O’TooleAXA WF Clean Economy Fund
March 2021Dominic Byrne and Sarah NorrisStandard Lufe Investments Global SICAV II Global Equity Impact Fund
March 2021Duncan GoodwinPremier Miton Global Sustainable Optimum Fund
April 2021Martin ToddFederated Hermes Sustainable Global Equity Fund
April 2021Connie Luecke and Steven WittwerVontobel Duff and Phelps Global Listed Infrastructure Fund
April 2021Mike FoxRoyal London Global Sustainable Equity Fund
May 2021Charles Montanaro and Mark RogersMontanaro Better World Fund
May 2021Deidre Cooper and Graeme BakerNinety-One Global Environment Fund
May 2021Tim Crockford and Mohsin AhmadRegnan Global Equity Impact Solutions Fund
July 2021Elena TedescoVontobel Fund II – Global Impact Equities
July 2021Will ArgentVT Gravis Clean Energy Fund
September 2021Bertrand Lecourt and Saurabh SharmaRegnan Sustainable Water and Waste Fund
September 2021Phoebe StoneVerus Sustainable Balanced Fund
September 2021Shrenick Shah, Josh Berelowitz and Benoit LanctotJPM Global Macro Sustainable Fund
September 2021Nick Scullion, Mark Brennan and Eric BrightFP Foresight Sustainable Real Estate Securities Fund
September 2021Hamish Chamberlayne and Aaron ScullyJanus Henderson Global Sustainable Equity Fund
September 2021Francesco Conte, Yazann Romahi and Sara BellendaJPM Climate Change Solutions Fund
September 2021Mike SellAlquity Asia Fund
October 2021Amanda O’Toole & Mark HargreavesAXAWF ACT Framlington Clean Economy Fund
October 2021Xavier Hovasse and Haiyan Li-LabbeFP Carmignac Emerging Markets Fund
November 2021Dominic Walker, Chris McVey and Richard PowerFP Octopus UK Future Generations Fund
November 2021Maarten Bloemen, Herbert J Arnett Jr, Craig Cameron & Tina SadlerTempleton Global Climate Change Fund
November 2021Tim Crockford & Mohsin AhmadRegnan Global Equity Impact Solutions Fund
November 2021Mary McQuillen & Derek DeutschLegg Mason ClearBridge US Equity Sustainability Leaders Fund
November 2021Mike Sell and Marnie UyAlquity Future World Fund
December 2021Mark Hargreaves & Amanda O’TooleAXA WF Clean Economy Fund
December 2021Daniel Hines & David SmallJPM US Sustainable Equity Fund
December 2021Nigel Yates & Chris St JohnAXA Framlington UK Sustainable Fund

Mainstream Strategies

DateFund ManagerFund name
February 2021Alex SavvidesJOHCM UK Dynamic Fund
February 2021Derek Stuart and Andy GrayArtemis UK Special Situations Fund
February 2021Ed Legget and Ambrose FaulksArtemis UK Select Fund
February 2021Andrew Jacobson and Donald ElefsonAxiom Concentrated Global Growth Fund
February 2021Nathan Wong and Alex GabrieleMorgan Stanley Funds (UK) Global Brands Fund
February 2021Giles ParkinsonAviva Investors Global Endurance Fund
February 2021Gary Robinson, Tom Slater, Kirsty Gibson and Dave BujnowskiBaillie Gifford American Fund
February 2021Anthony EatonVT Downing Global Investors Fund
February 2021Stephen Harker, Neil Edwards and Jeffrey AthertonGLG Japan CoreAlpha Fund
February 2021Andrew VaughanCFP SDL Free Spirit Fund
February 2021Dara WhiteThreadneedle Global Emerging Markets Equity Fund
February 2021Andrew Jacobson and Bradley AmoilsAxiom Global Equity Fund
February 2021Richard de LisleVT De Lisle America Fund
March 2021Kirsty Desson and Harry NimmoASI Global Smaller Companies Fund
March 2021Polen CapitalAmundi Funds – Polen Capital Global Growth Fund
March 2021GO ETF Solutions LLPL&G Hydrogen Economy UCITS ETF
March 2021Gordon FraserBFM Emerging Markets Fund
March 2021Mark Heslop and Mark NicholsJupiter European Fund
March 2021Mark Heslop and Philip MacartneyJupiter European Smaller Companies Fund
March 2021Real Return Team7IM Real Return Fund
March 2021Dickie HodgesNomura Global Dynamic Bond Fund
March 2021Amit LodhaFidelity Global Focus Fund
March 2021Alexander Wright and Jonathan WintonFidelity Special Situations Fund
March 2021Dan HarlowAXA Framlington UK Smaller Companies Fund
March 2021Chris St JohnAXA Framlington UK Mid-Cap Fund
March 2021Charles Hamieh and Daniel ChuLegg Mason IF RARE Global Infrastructure Income Fund
March 2021Mark Hargreaves and Amanda O’TooleAXA Framlington Global Thematics Fund
March 2021Chantal Brennan and Jeremy HumphriesDavy Discovery Equity Fund
March 2021Alan Rowsell and Imogen HarrisPremier Miton Global Smaller Companies Fund
March 2021Chetan Sehgal and Andrew NessTempleton Emerging Markets Investment Trust
April 2021Angel Agudo and Ashish BhardwajFidelity American Special Situations Fund
April 2021Michel Salden and Kerstin HottnerVontobel Commodity Fund
April 2021Di Yao and Neil P DesaiPutnam Global Technology Fund
April 2021Amit LodhaFidelity Global Focus Fund
April 2021Dickie HodgesNomura Global Dynamic Bond Fund
April 2021David MacNeil and David RidlandVT Castlebay UK Equity Fund
April 2021Robert Marshall-LeeBrook Emerging Markets Equity Fund
May 2021Alban Lhonneur, George Gay, Marcus Phayre-Mudge and Jo ElliottTR Property Trust
May 2021Chris Hamieh and Daniel ChuLegg Mason IF RARE Global Infrastructure Income Fund
May 2021George Luckraft and Simon YoungAXA Framlington Monthly Income Fund
May 2021George Luckraft and Simon YoungAXA Framlington UK Equity Income Fund
May 2021Andrew SwanMan GLG Asia (ex Japan) Equity Fund
May 2021Alessandro Dicorrado and Steve WoolleyNinety-One UK Special Situations Fund
May 2021Allesandro Dicorrado and Steve WoolleyNinety-One Global Special Situations Fund
May 2021Nick Brand, John Yakas and George BarrowPolar Capital Global Financials Trust
May 2021James Davidson and Jacob de Tusch-LecArtemis Global Income Fund
May 2021Adrian Frost, Nick Shenton and Andy MarshArtemis Income Fund
May 2021Jeremy GleesonAXA Framlington Global Technology Fund
June 2021Paul NivenF&C Investment Trust
June 2021Andrew Jackson & Fraser LundieFederated Hermes Unconstrained Credit Fund
June 2021James Anderson, Tom Slater and Lawrence BurnsScottish Mortgage
June 2021Matthew Norris, William Argent and Nick BarkerVT Gravis Digital Infrastructure Income Fund
June 2021Giles ParkinsonAviva Investors Global Equity Endurance Fund
July 2021Chetan Sehgal & Andrew NessTempleton Emerging Markets Investment Trust
July 2021Dickie HodgesNomura Global Dynamic Bond Fund
July 2021Tim Creed & Rory BatemanSchroder British Opportunities Ltd
July 2021Rory PoweMan GLG Continental European Growth Fund
July 2021Ian Mortimer & Matthew PageGuinness Global Equity Income Fund
July 2021Ian Mortimer & Matthew PageGuinness Global Innovators Fund
July 2021Zehrid OsmaniMartin Currie Global Portfolio Investment Trust
July 2021Henry DixonMan GLG Undervalued Assets Fund
September 2021Richard de LisleVT De Lisle America Fund
September 2021Harry FraserOverstone UCITS Smaller Companies Fund
September 2021Anthony EatonVT Downing Global Investors Fund
September 2021Richard HodgesNomura Global Dynamic Bond Fund
September 2021Nick ClayTM RWC Global Equity Income Fund
September 2021Rob BurnettLF Lightman European Fund
September 2021Keith Ashworth-LordCFP SDL Free Spirit Fund
September 2021Ian Mortimer & Matthew PageGuinness Global Innovators Fund
October 2021Juan ValenzuelaArtemis Strategic Bond Fund
October 2021Nathan Wong & Alex GabrieleMorgan Stanley Funds (UK) Global Brands Fund
October 2021Roland ArnoldBlackRock Smaller Companies Trust
October 2021Nick Evans and Ben RogoffPolar Capital Global Technology Fund
October 2021David CoombsRathbone Enhanced Growth Portfolio Fund
October 2021Alaistair HibbertBlackRock Global Unconstrained Equity Fund
October 2021Mark BarnettTellworth UK Income and Growth Fund
October 2021Andrew Jacobson, Donald Elefson & Bradley AmoilsAxiom Concentrated Global Growth Fund
October 2021Benji Dawes & Jon HudsonPremier Miton UK Growth Fund
October 2021Hideo ShiozumiFTF Martin Currie Japan Equity Fund
October 2021Michael Dillon and Bertie ThomsonBrown Advisory Global Leaders Fund
November 2021Investment TeamHeriot Global Fund
November 2021Tom Boyle, Tom May and Clive HaleAHFM Total Return Fund
November 2021Investment Team7IM Real Return Fund
November 2021Lloyd Harris & Simon PriorPremier Miton Strategic Monthly Income Bond Fund
November 2021Sven Borho & Trevor PolischukWorldwide Healtchare Ord
November 2021Will JamesPremier Miton European Equity Income Fund
November 2021Dickie HodgesNomura Global Dynamic Bond Fund
November 2021John MalloyRWC Global Emerging Markets Fund
November 2021Mark HawtinGAM Star Disruptive Growth Fund
November 2021Abby Glennie & Amanda YeamanAbrdn UK Mid-Cap Equity Fund
November 2021Kunjal GalaFederated Hermes GEMs SMID Equity Fund
November 2021Mark SlaterSlater Income Fund
December 2021Alan Rowsell & Imogen HarrisPremier Miton Global Smaller Companies Fund
December 2021Ailsa Craig & Marek PoszepczynskiInternational Biotechnology Trust
December 2021Chetan Sehgal & Andrew NessTempleton Emerging Markets Investment Trust
December 2021Clare Hart, Andrew Brandon & David SilbermanJPM US Equity Income Fund
December 2021Phil KentGCP Infrastructure Investments
December 2021Dickie HodgesNomura Global Dynamic Bond Fund

Fund Manager Meetings 2020.

DateFund Manager /Fund SpecialistFund Name
January 2020Mark Hammonds and Edmund HarrissGuinness Emerging Markets Equity Income Fund
January 2020Richard SaldanhaAviva Global Equity Income Fund
January 2020Giles ParkinsonAviva Global Equity Endurance Fund
January 2020Mikhail ZverevAviva Global Equity Unconstrained Fund
January 2020Mark WhiteheadSecurities Trust of Scotland plc
January 2020Henry LowsonRoyal London UK Mid Cap Growth Fund
February 2020Alexander Wright and Jonathan WintonFidelity Special Situations Fund
February 2020Daniel ChuLegg Mason IF RARE Global Infrastructure Income Fund
February 2020Hideo ShiozumiLegg Mason IF Japan Equity Fund
February 2020William ArgentVT Gravis Clean Energy Fund
February 2020Benji Dawes and Jon HudsonPremier Ethical Fund
February 2020Jacob de Tusch-Lec, Sam Morley and James DavidsonArtemis Global Income Fund
February 2020Chantal Brennan and Jeremy HumphriesDavy Discovery Equity Fund
February 2020Deirdre Cooper and Graeme BakerInvestec Global Environment Fund
February 2020David CoombsRathbone Enhanced Growth Portfolio Fund
February 2020Harry NimmoStandard Life Smaller Companies Trust
February 2020Andrew Lister and Bernard MoodyAberdeen Emerging Markets Investment Trust
February 2020Steven Rocco, Robert Lee and Christopher GizzoLord Abbett Global High Yield Fund
February 2020Simon YoungAXA Framlington UK Equity Income Fund*
February 2020Dan HarlowAXA Framlington UK Smaller Companies Fund*
February 2020Alan RowsellASI Global Smaller Companies Fund*
March 2020Chetan Sehgal and Andrew NessTempleton Emerging Markets Investment Trust*
March 2020James Lowen and Clive BeaglesJOHCM UK Equity Income Fund*
March 2020Paul Causer and Paul ReadInvesco Monthly Income Plus Fund*
March 2020Mike SellAlquity Asia Fund*
March 2020Gary GreenbergHermes Global Emerging Markets Fund*
March 2020William Lock and Bruno PaulsonMorgan Stanley Global Brands Fund*
March 2020Alex SavvidesJOHCM UK Dynamic Fund*
March 2020Martin SkanbergSchroder European Alpha Income Fund*
March 2020Tom MayAHFM Defined Returns Fund*
March 2020Jonathan PinesHermes Asia ex Japan Equity Fund*
March 2020Tiffany HsiaoMatthews China Small Companies Fund*
March 2020Richard HodgesNomura Global Dynamic Bond Fund*
March 2020Daniel ChuLegg Mason IF RARE Global Infrastructure Income Fund*
March 2020Krace Zhou and Kristian HeughMorgan Stanley Asia Opportunity Fund*
March 2020Bill HenchLegg Mason Royce US Small Cap Opportunity Fund*
March 2020Hugo Machin and Tom WalkerSchroder Global Cities Real Estate Fund*
March 2020Edmund Harriss and Mark HammondGuinness Asian Equity Income Fund*
March 2020Matthew Page and Ian MortimerGuinness European Equity Income Fund*
March 2020Alastair MundyNinetyOne UK Special Situations Fund*
April 2020Hideo ShiozumiLegg Mason IF Japan Equity Fund*
April 2020Toby NangleThreadneedle Dynamic Real Return Fund*
April 2020Carlos Moreno and Thomas BrownLF Miton European Opportunities Fund*
April 2020Ben Ritchie, Angus Tester and Kurt CruickshankASI Europe ex UK Equity Fund*
April 2020Robin GeffenLiontrust Global Alpha Fund*
April 2020Alex SavvidesJOHCM UK Dynamic Fund*
April 2020Alban Lhonneur, George Gay, Jo Elliott andMarcus Phayre-MudgeTR Property Trust*
April 2020Nicholas Weindling and Shoichi MizusawaJPM Japan Fund*
April 2020Chris St JohnAXA Framlington UK Mid-Cap Fund*
April 2020Dan HarlowAXA Framlington UK Smaller Companies Fund*
April 2020Asia Pacific Equity TeamASI China Equity Fund*
April 2020Anthony SromFidelity Asia Pacific Opportunities Fund*
April 2020S Joyce Li, Yu Zhang, Sherwood Zhang and Robert HorrocksMatthews Asia ex Japan Dividend Fund*
April 2020Robert KaynorSchroder US Mid Cap Fund*
April 2020Mary McQuillen and Derek DeutschLegg Mason ClearBridge US Equity Sustainability Leaders Fund*
May 2020David MacNeil and David RidlandCastlebay UK Equity Fund*
May 2020Tom May and Dr Russ BubleyAHFM Defined Returns Fund*
May 2020Paul NivenF&C Investment Trust*
May 2020Index StrategyL&G Healthcare Breakthrough UCITS ETF*
May 2020Anthony SromFidelity Asia Pacific Opportunities Fund*
May 2020Anthony Cross and Julian E C FoshLiontrust Special Situations Fund*
May 2020Daniel Chu and Charles HamiehLegg Mason IF RARE Global Infrastructure Income Fund*
May 2020Mark WhiteheadSecurities Trust of Scotland plc*
May 2020Andrew HarmanFirst State Diversified Growth Fund*
June 2020Charles Montanaro and Mark RogersMontanaro Better World Fund*
June 2020Colin Morton, Ben Russon and Mark HallFranklin UK Equity Income Fund*
June 2020Will JamesASI Europe ex UK Income Equity Fund*
June 2020Ben Ritchie, Angus Tester and Kurt CruickshankASI Europe ex UK Equity Fund*
June 2020Craig Baker, Mark Davis and Stuart GrayAlliance Trust*
June 2020Joe Baurenfreund, Tom Treanor, Daniel Lee, Scott Beveridge, Darren Gillen, Wilfrid Craigie and Jason BellamyAVI Japan Opportunity Trust*
June 2020Flavia Cheong, Hugh Young, Yoojeong Oh and Christina Woon
Aberdeen Asia Income Fund Limited*
June 2020Stuart RhodesM&G Global Dividend Fund*
June 2020Mark AsquithMI Somerset Emerging Markets Discovery Fund*
June 2020Keith Ashworth-LordCastlefield CFP SDL UK Buffettology Fund*
June 2020James Anderson and Tom SlaterScottish Mortgage*
June 2020Mark Williams and Carolyn ChanLiontrust Asia Income Fund*
June 2020William Sutcliffe, Kirsty Gibson, Kate Fiox, Julia Angeles and Lee QianBaillie Gifford Positive Change Fund*
June 2020Tom Slater, Gary Robinson, Helen Xiong, Kirsty GibsonBaillie Giffird American Fund*
June 2020William ArgentVT Gravis UK Infrastructure Income Fund*
June 2020Alan TuT Rowe Global Technology Equity Fund*
June 2020Anthony EatonVT Downing Global Investors Fund*
June 2020William Palmer, Isabelle Irish and Michael LevyBarings Global Emerging Markets Fund*
June 2020Not disclosedAshoka India Equity Investment Trust*
June 2020Dickie HodgesNomura Global Dynamic Bond Fund*
June 2020Jaime Ramos MartinAviva Investors Climate Transition Global Equity Fund*
June 2020Jonathan PinesHermes Asia Pacific ex Japan Fund*
June 2020James ThorneThreadneedle UK Smaller Companies Fund*
June 2020James Thorne and Philip MaccartneyThreadneedle UK Mid 250 Fund*
July 2020Chetan Sehgal and Andrew NessTempleton Emerging Markets Investment Trust*
July 2020Kevin Murphy and Nick KirrageSchroder Recovery Fund*
July 2020Kevin Murphy and Nick KirrageSchroder Income Fund*
July 2020Specialist TeamSemper Total Return Fund*
July 2020Soo-Hai Lim and Eunice HongBarings Eastern Trust*
July 2020William Lock and Bruno PaulsonMorgan Stanley Global Brands Fund*
July 2020Taymour TamaddonT Rowe US Large Cap Growth Equity Fund*
July 2020Gonzalo PangaroT Rowe Emerging Markets Equity Fund*
July 2020Zehrid OsmaniMartin Currie Global Portfolio Investment Trust*
July 2020Mike Riddell and Kacper BrzezniakAllianz Strategic Bond Fund*
July 2020Paul Spencer and Richard BullasFranklin UK Mid Cap Fund*
July 2020David CoombsRathbone Enhanced Growth Portfolio Fund*
September 2020Shrenick Shah, Josh Berelowitz and Benoit LanctotJPM Global Macro Opportunities Fund*
September 2020Sanford DeLandBuffettology Smaller Companies IT*
September 2020Winnie Chwang and Andrew MattockMatthews China Small Companies Fund*
September 2020Andrew HibbertBlackRock Unconstrained Equity Fund*
September 2020Carlos Moreno and Thomas BrownLF Miton European Opportunities Fund*
September 2020Shintaro HaradaNomura Japan High Conviction Fund*
September 2020Tom Wildgoose and Ilan ChaitowitzNomura Global High Conviction Fund*
September 2020Trevor Gurwich and Federico LaffanNomura American Century Global Small Cap Equity Fund*
September 2020Vipin KapoorNomura Asia ex Japan High Conviction Fund*
September 2020David CrallNomura Global High Yield Bond Fund*
September 2020JPMJP Morgan Global Core Real Assets Limited*
September 2020Fraser MackersieUnicorn UK Ethical Income Fund*
September 2020Global TeamAmundi Funds – Polen Capital Global Growth Fund*
September 2020David MacNeil and David RidlandVT Castlebay UK Equity Fund*
September 2020Dickie HodgesNomura Global Dynamic Bond Fund*
October 2020Tim Crockford and Mohsin AhmadRegnan Global Equity Impact Solutions Fund*
October 2020Paul Jourdan, David Stevenson and Anna MacdonaldTB Amati UK Smaller Companies Fund*
October 2020Matthew EvansNinety One UK Sustainable Equity Fund*
October 2020Nick Scullion, Mark Brennan and Carly MageeFP Foresight Global Real Infrastructure Fund*
October 2020Thomas Holl and Mark HumeBlackRock Energy and Resources Income Trust*
October 2020Kunjal GalaHermes Global Emerging Markets Fund*
October 2020Richard BuxtonMerian UK Alpha Fund*
October 2020Hugo Machin and Tom WalkerSchroder Global Cities Real Estate Fund*
October 2020Alban Lhonneur, George Gay, Marcus Phayre-Mudge and Jo ElliottTR Property*
October 2020Real Estate TeamFP Foresight Sustainable Real Estate Securities Fund*
October 2020Deidre Cooper and Graeme BakerNinety One Global Enviroment Fund*
October 2020Ed Legget and Ambrose FaulksArtemis UK Select Fund*
November 2020Ariel BezalelJupiter Strategic Bond Fund*
November 2020Sam Vecht and Stefan GriesBlackRock Greater Europe Investment Trust*
November 2020Jonathan PinesHermes Asia ex Japan Fund*
November 2020Xavier HovasseFP Carmignac Emerging Markets Fund*
November 2020Simon YoungAXA Framlington UK Equity Income Fund*
November 2020Dan HarlowAXA Framlington UK Smaller Companies Fund*
November 2020Nick Hayes and Nicolas TrindaleAXA Global Strategic Bond Fund*
November 2020Jeremy HewlettMirabaud UK Equity High Alpha Fund*
November 2020William Sutcliffe, Kirsty Gibson, Kate Fox, Julia Angeles and Lee QianBaillie Gifford Positive Change Fund*
November 2020Randall DishmonInvesco Global Focus Fund*
November 2020Jamie Jenkins and Nick HendersonBMO Responsible Global Equity Fund*
November 2020Mike Sell and Marnie UyAlquity Future World Fund*
November 2020Toby NangleThreadneedle Dynamic Real Return Fund*
December 2020Tom May and Dr Russ BubleyAtlantic House Fund Management Defined Returns Fund*
December 2020Wesley Lebeau and Estelle MenardCPR Invest – Global Disruptive Opportunities Fund*
December 2020Kunjal GalaHermes Global Emerging Markets Fund*
December 2020SemperSemper Total Return Fund*

*These updates have been written at the time of the Coronavirus Pandemic, in 2020 which has impacted the global financial markets in a way that has never been seen before. Some of them were written at the very start, whereas others were written during the crisis so they will contain differing views as time progressed.

Fund Manager Meetings 2019

DateFund Manager / Fund SpecialistFund
January 2019Nigel AshfieldTime Commercial Freehold Fund
February 2019Tom May and Dr Russ BubleyAtlantic House Defined Returns Fund
March 2019Daniel Lockyer and Ben ConwayMI Hawksmoor Vanbrugh Fund
March 2019Richard HodgesNomura Global Dynamic Bond Fund
March 2019Ben LeylandJOHCM Global Opportunities Fund
March 2019Diversified Multi Asset TeamASI Diversified Growth Fund
March 2019Alex SavvidesJOHCM UK Dynamic Fund
March 2019James ThomsonRathbone Global Opportunities Fund
March 2019Multi Asset TeamL&G Multi-Asset Target Return Fund
March 2019Nick PriceFidelity Emerging Markets Equity Fund
March 2019Linden ThomsonAXA Framlington Biotech Fund
March 2019Jonathan PinesHermes Asia ex Japan Fund
March 2019Gary GreenbergHermes Global Emerging Markets Fund
March 2019Chris TaylorNeptune Japan Opportunities Fund
March 2019Toby NangleThreadneedle Dynamic Real Return Fund
March 2019Dhananjay PhadnisFidelity Emerging Asia Fund
March 2019John Stopford and Jason BorboraInvestec Diversified Income Fund
March 2019Andrew HarmanFirst State Diversified Growth Fund
March 2019Richard Elmslie, Nick Langley, Shane Hurst and David MaywaldLegg Mason IF RARE Global Infrastructure Income Fund
March 2019David CoombsRathbone Enhanced Growth Portfolio Fund
March 2019Alex SmittenSchroder Sterling Corporate Bond Fund
March 2019Alexander Uhlmann and Michael FrikinInvesco UK Enhanced Index Fund
April 2019Darryl LucasBarings Global Dividend Champions Fund
April 2019Will ArgentVT Gravis UK Infrastructure Fund
April 2019Alastair WayAviva Emerging Market Equity Unconstrained Fund
April 2019Ian Mortimer and Matthew PageGuinness Global Innovators Fund
April 2019Ian Mortimer and Matthew PageGuinness Global Equity Income Fund
April 2019Mark Hammonds and Edmund HarrissGuinness Emerging Markets Equity Income Fund
April 2019Raj Shant, Yuko Takano and Jeff MunroNewton Sustainable Global Equity Fund
April 2019Mike SellAlquity Indian Subcontinent Fund
April 2019Paul Spencer and Richard BullasFranklin UK Smaller Companies Fund
April 2019Mike SellAlquity Indian Subcontinent Fund
April 2019Richard HodgesNomura Global Dynamic Bond Fund
April 2019James ClunieJupiter Absolute Return Fund
April 2019Tom DobellM&G Recovery Fund
April 2019Chantal Brennan and Jeremy HumphriesDavy Discovery Equity Fund
April 2019Paul SmithPremier Defensive Growth Fund
April 2019Stephen Daniels and Roger SkeldonTime Social Long Income Fund
April 2019Ricardo Adrogue, Cem Karacadag and Natalia KrolBarings Emerging Markets Debt Blended Total Return Fund
April 2019William Palmer, Isabelle Irish and Michael LevyBarings Global Emerging Markets Equity Fund
April 2019Adam Avigdori and David GoldmanBlackRock Income Fund
April 2019Ken Wotton and Brendan GulstonLF Gresham House UK Micro-Cap Fund
April 2019Chetan Sehgal and Andrew NessTempleton Emerging Markets Investment Trust
April 2019Sam Vecht and Emily FletcherBlackRock Frontiers Investment Trust
April 2019Tony DeSpiritoBlackRock North American Income Investment Trust
April 2019Sam Vecht and Stefan GriesBlackRock Greater Europe Investment Trust
April 2019Global Core TeamJPM Global Core Real Assets Investment Trust
June 2019Carlos Moreno and Thomas BrownLF Miton European Opportunities Fund
June 2019Alastiar Hibbert and Giles RothbarthBlackRock European Dynamic Fund
June 2019Mike SellAlquity Asia Fund
June 2019VariousSchroder Investment Conference
June 2019Chris TaylorNeptune Japan Opportunities Fund
June 2019Aaron Grehan and Michael McGillAviva Investors Emerging Markets Bond Fund
June 2019Arun Daniel, Thorston Becker and Vincent RiversJOHCM US Small Mid Cap Equity Fund
June 2019Martin CholwillRoyal London UK Equity Income Fund
June 2019Mary McQuillen and Derek DeutschLegg Mason ClearBridge US Equity Sustainability Leaders Fund
August 2019Mark Brennan, Carly Magee and Nick ScullionFP Foresight UK Infrastructure Fund
August 2019Mikhail ZverevAviva Investors Global Equity Unconstrained Fund
September 2019Krace Zhou and Kristian HeughMorgan Stanley Asia Opportunity Fund
September 2019Anthony SromFidelity Asia Pacific Opportunities Fund
September 2019Graeme Clark, Alison Porter and Richard ClodeJanus Henderson Global Technology Fund
September 2019John Pattullo and Jenna BarnardJanus Henderson Strategic Bond Fund
September 2019Roland ArnoldBlackRock Smaller Companies Trust
September 2019Tomothy Foster and Claudio FerrareseFidelity Strategic Bond Fund
September 2019Daniel RobertsFidelity Global Dvidend Fund
September 2019 James SymSchroder European Alpha Income Fund
September 2019Mary McQuillen and Derek DeutschLegg Mason ClearBridge US Equity Sustainability Leaders Fund
October 2019Ben Ritchie, Angus Tester and Kurt CruickshankASI Europe ex UK Equity Fund
October 2019Mike Riddell and Kacper BrzezniakAllianz Strategic Bond Fund
October 2019Asia Pacific Equity TeamASI China A Share Equity Fund
October 2019Sam Vecht and Stefan GriesBlackRock Greater Europe Investment Trust
October 2019Edward Kuczma and Sam VechtBlackRock Latin American Investment Trust
October 2019Darryl LucasBarings Global Dividend Champions Fund
October 2019Mike FoxRoyal London Sustainable Leaders Fund
October 2019Hideo ShiozumiLegg Mason IF Japan Equity Fund
October 2019William Lock and Bruno PaulsonMorgan Stanley Global Brands Fund
October 2019Mark AsquithMI Somerset Emerging Markets Discovery Fund
October 2019David Tovey and Stefan GriesBlackRock European Absolute Alpha Fund
October 2019Tiffany HsiaoMatthews China Small Companies Fund
October 2019Carlos Moreno and Thomas BrownMiton European Opportunities Fund
October 2019Hicham Lahbabi and Jean-Marc DuongAmundi Funds – SBI FM India Equity Fund
November 2019S. Joyce Li, Yu Zhang, Sherwood Zhang and Robert HorrocksMatthews Asia – Asia ex Japan Dividend Fund
November 2019Mike SellAlquity Asia Fund
November 2019VariousFidelity Asia Conference 2019
November 2019Felix WintleVT Tyndall North American Fund
November 2019John BennettJanus Henderson European Selected Opportunities Fund
November 2019Martin CholwillRoyal Equity UK Equity Income Fund
November 2019Henry LowsonRoyal London UK Mid Cap Growth Fund
November 2019Nick Maroutous and Daniel SilukJanus Henderson Absolute Return Income Fund
December 2019Matthew JacksonLegg Mason Western Asset Short Duration Blue Chip Bond Fund

Fund Manager Meetings 2018

DateFund Manager / Fund SpecialistFund
November 2018Mike SellAlquity Asia Fund
November 2018David MacNeil and David RidlandCastlebay UK Equity Fund
November 2018Ian Mortimer and Matthew PageGuinness Global Equity Income Fund
November 2018Edmund HarrissGuinness Asian Equity Income Fund
November 2018David Coombs and Bryn JonesRathbone Strategic Bond Fund
October 2018Nigel AshfieldTime Commercial Freehold Fund
October 2018Chetan Sehgal and Andrew NessTempleton Emerging Market Investment Trust
October 2018Paul Flood and Bhavin ShahNewton Multi-Asset Diversified Return Fund
October 2018John Stopford and Jason BorboraInvestec Diversified Income Fund
October 2018Robin Hepworth, David Osfield and Thomas FitzgeraldEdenTree International Fund
October 2018Rory PoweMan GLG Continental European Growth Fund
October 2018James Hanbury and Jamie GrimstonLF Odey Absolute Return Fund
October 2018Henry Dixon and Jack BarratMan GLG Undervalue Assets Fund
October 2018Nigel Bolton and Simon HunterBlackRock European Focus Fund
October 2018Martin Lau and Richard JonesFirst State Asia Focus Fund
October 2018Robert BurnettNeptune European Opportunities Fund
October 2018Dan Whitestone and Nick LittleBlackRock UK Emerging Companies Absolute Return Fund
October 2018Mark Hargreaves and Amanda O’TooleAXA Framlington Global Thematics Fund
October 2018Nick Kirrage and Simon AdlerSchroder Global Equity Income Fund
October 2018Mark BarnettInvesco Income Fund
October 2018Mark RogersMontanaro Better World Fund
October 2018Neil Shillito and Alyx WoodMI Downing Diversified Global Managers Fund
October 2018Blake HutchinsInvestec UK Equity Income Fund
October 2018Simon BrazierInvestec UK Alpha Fund
October 2018Vincent VinatierAXA Framlington Financial Fund
October 2018Hideo ShiozumiLegg Mason Japan Equity Fund
October 2018James ClunieJupiter Absolute Return Fund
September 2018Thomas SmithNeptune India Fund
September 2018Chris TaylorNeptune Japan Fund
September 2018David HornerChelverton UK Dividend Trust
September 2018Craig YeamanRoyal London UK Opportunities Fund
September 2018Dan CarterJupiter Japan Income Fund
September 2018Shrenick Shah and James ElliotJPM Global Macro Opportunities Fund
September 2018Peter Meany and Andrew GreenupFirst State Global Listed Infrastructure Fund
September 2018Nigel ThomasAXA Framlington UK Select Opportunities Fund
September 2018Andrew HuntSLI UK Equity Recovery Fund
September 2018Divya Mathur, Kim Catechis and Alastair ReynoldsLegg Mason IF Martin Currie Emerging Markets Fund
September 2018Andrew Lister and Bernard MoodyAberdeen Emerging Markets Investment Trust
July 2018Daniel Tubbs and Charles WalshMirabaud Global Emerging Markets Fund
July 2018Daniel MorenoMirabaud Global Emerging Market Bond Fund
July 2018Tom May and Dr Russ BubleyAtlantic House Defined Returns Fund
July 2018Richard HodgesNomura Global Dynamic Bond Fund
July 2018Multi Asset TeamSLI Global Absolute Return Strategies Fund
June 2018VariousBlackRock Investment Conference
May 2018Mike PrentisBlackRock Smaller Companies Investment Trust
May 2018Andrew Swan & Emily DongBlackRock Asian Growth Leaders Fund
May 2018Samir MehtaJOHCM Asia Ex-Japan Fund
May 2018Alex SavvidesJOHCM UK Dynamic Fund
May 2018Stephen Harker, Neil Edwards & Jeffrey AthertonMan GLG Japan CoreAlpha Fund
May 2018Raheel Altaf & Peter SaackeArtemis Global Emerging Markets Fund
May 2018Shrenick Shah & James ElliotJPM Global Macro Opportunities Fund
May 2018Andrew HarmanFirst State Diversified Growth Fund
May 2018David Gait and Sashi ReddyStewart Investors Asia Pacific Leaders Fund
May 2018Nick Hayes and Nicolas TrindaleAXA WF Global Strategic Bonds Fund
May 2018Charles MontanaroMontanaro UK Income Fund
May 2018Shahzada SaeedL&G Dynamic Bond Fund
May 2018Edward Lam and Edward RobertsonMI Somerset Emerging Markets Dividend Growth Fund
May 2018Sebastian Mackay, Richard Batty and Gwilym SatchellInvesco Hlobal Targeted Income Fund
April 2018Sam Vecht & Christopher ColungaBlackRock Emerging Europe Investment Trust
April 2018Sam Vecht & Stefan GriesBlackRock Greater Europe Investment Trust
April 2018Ainslie McLennan and Marcus Langlands-PearseJanus Henderson UK Property PAIF Fund
April 2018Gary GreenbergHermes Global Emerging Markets Fund
April 2018Indriatti van Hien and Neil HermonJanus Henderson UK Alpha Fund
March 2018Index Strategy TeamFirst Trust US Large Cap Core AlphaDex UCITS ETF
March 2018Jonathan PinesHermes Asia Ex Japan Fund
March 2018William ArgentVT Gravis Clean Energy Fund
March 2018Specialist Equities TeamBNY Mellon Absolute Return Equity Fund
March 2018Johanna Kyrklund and Alastair BakerSchroder Multi Asset Total Return Fund
March 2018Multi Asset TeamInsight Global Absolute Return Fund
March 2018Sam Vecht and Emily FletcherBlackRock Frontier Investment Trust
Feb 2018Jeremy PodgerFidelity Global Special Situations Fund
Feb 2018Daniel RobertsFidelity Global Dividend Fund
Feb 2018Richard Batty, David Jubb and David MillarInvesco Perpetual Global Targeted Returns Fund
Feb 2018Sashi ReddyStewart Investors Indian Subcontinent Fund
Feb 2018Vinay Agarwal and Scott McNabScottish Oriental Trust
Feb 2018Multi Asset TeamSLI Global Absolute Return Strategies Fund
Feb 2018Mike SellAlquity Asia Fund

Fund Manager Meetings 2017

DateFund Manager / Fund Specialist
Fund
February 2017Richard Batty, David Jubb and David MillarIP Global Targeted Returns Fund
February 2017Oliver KeltonOdey European Focus Fund
February 2017VariousLiontrust Annual Investment Conference
February 2017Multi Asset TeamStandard Life Global Absolute Return Strategies Fund
February 2017Mike SellAlquity Asia Fund
February 2017Nigel Rudge & Nicholas OsborneBlackRock UK Absolute Alpha Fund
February 2017Ruth Nash and Scott McGlashanJOHCM Japan Dividend Growth Fund
February 2017Multi Asset TeamSLI Global Focused Strategies Fund
March 2017Chris TaylorNeptune Japan Opportunities Fund
March 2017Wee-Li Hee, Scott McNab, Martin Lau & Vinay AgarwalScottish Oriental
March 2017Stuart RhodesM&G Global Dividend Fund
March 2017Nick Kirrage, Kevin Murphy, Andrew LyddonSchroder Global Recovery Fund
March 2017Will Ballard, Bryony DeucharsAI Emerging Markets Equity Small Cap Fund
March 2017Sam Vecht, Vincent DevlinBlackRock Greater Europe IT
March 2017Sam Vecht, Christopher ColungaBlackRock Emerging Europe IT
March 2017Sam Vecht, Emily FletcherBlackRock Emerging Frontier IT
March 2017Richard Batty, David Jubb, David MillarIP Global Targeted Returns Funds
April 2017Rob BurnettNeptune European Opportunities Fund
April 2017Mark MartinNeptune UK Mid Cap Fund
May 2017Nigel ThomasAXA Framlington UK Select Opportunities Fund
May 2017Dan HarlowAXA Framlington UK Smaller Companies Fund
June 2017Thomas MooreSLI UK Equity Income Unconstrained Fund
June 2017Credit TeamSLI Global Total Return Credit Fund
June 2017VariousSchroder Investment Conference
June 2017VariousBlackRock Investment Conference
June 2017Talib Sheikh & Shrenick ShahJPM Global Macro Opportunities Fund
June 2017Mike SellAlquity Indian Subcontinent Fund
June 2017Stephanie ButcherIP European Equity Income Fund
June 2017VariousInvesco Investment Conference
June 2017Nick Clay & Ian ClarkNewton Global Income Fund
June 2017James Smith & Claire LongPremier Global Infrastructure Fund
October 2017James LynchDowning Monthly Income Fund
October 2017Toby NangleThreadneedle Dynamic Real Return Fund
October 2017Nick PriceFidelity Emerging Market Equities Fund
October 2017John Baker, Jon Ingram and Blake CrawfordJPM Europe Dynamic ex UK Fund
October 2017Adam Avigdori and David GoldmanBlackRock UK Income Fund
October 2017Robin GeffenNeptune Income Fund
October 2017George Boyd-BowmanNeptune US Income Fund
October 2017Mark Page & Laurent MilletArtemis European Opportunities Fund
November 2017Ian Jensen-Humphreys7IM Real Return Fund
November 2017Linden Thomson & Dani SaurymperAXA Framlington BioTech Fund
November 2017VariousGAM Star Global Rates Strategy, GAM Core Macro Strategy & GAM Systematic Alernative Risk Premia Strategy
November 2017Mark WilliamsLiontrust Asia Income Fund
November 2017Asia TeamScottish Oriental
November 2017Rory StokesHenderson European Smaller Companies Fund
November 2017Paul BrainNewton Global Dynamic Fund
November 2017Alex RalphArtemis High Income Fund
November 2017Hideo ShiozumiLegg Mason IF Japan Equity Fund
November 2017Cormac WeldonArtemis US Smaller Companies Fund
November 2017James ClunieJupiter Absolute Return Fund
November 2017Multi Asset TeamStandard Life Global Absolute Return Strategies Fund
November 2017Keith Ashworth-LordCastlefield CFP SDL UK Buffettology Fund

Fund Manager Meetings 2016

DateFund Manager / Fund Specialist
Fund
January 2016James GovenBaring Global Agriculture Fund
January 2016Paul SpencerFranklin UK Mid Cap Fund
January 2016Kevin MurphySchroder Recovery Fund
January 2016Jacob de Tusch-LecArtemis Global Equity Income Fund
January 2016Michael ArendsBoston Company US Opportunities Fund
January 2016Tom PrewStewart Investors GEM Leaders Fund
January 2016Henry LowsonAXA UK Smaller Companies Fund
January 2016Mark WharrierBlackRock UK Income Fund
January 2016Richard WoolnoughM&G Optimal Income Fund
February 2016Stephanie ButcherIP European Equity Income Fund
February 2016Stuart RhodesM&G Global Dividend Fund
March 2016James FosterArtemis Strategic Bond Fund
March 2016Stephen MooreArtemis US Absolute Return Fund
March 2016Nigel Thomas & Chris St JohnAXA Framlington UK Equities Fund
March 2016Gary GreenbergHermes Global Emerging Markets Fund
March 2016James ClunieJupiter Absolute Return Fund
March 2016Mark WilliamsLiontrust Asia Income Fund
March 2016Tom WalkerSchroder Global Real Estate Securities Fund
March 2016Multi Asset TeamSLI Global Focused Strategies Fund
April 2016Mike SellAlquity Asia Fund
April 2016Multi Asset TeamSLI Global Absolute Return Strategies Fund
April 2016Multi Asset TeamIP Global Targeted Returns Fund
April 2016Wes McCoySLI UK Equity Unconstrained Fund
April 2016Kevin TroupSLI Global Equity Income Fund
April 2016Ben Conway & Richard ScottHawksmoor Multi-Asset Funds
April 2016Joe WilliamsBlackRock Greater Europe Investment Trust plc
April 2016David ReidBlackRock Emerging Europe plc
April 2016Mike HugmanInvestec Emerging Markets Blended Debt Fund
April 2016Nick KirrageSchroder Income Fund
April 2016Nicholas WeindlingJPMorgan Japanese Investment Trust
April 2016James ClunieJupiter Absolute Return Fund
April 2016Adrian BignellIP European Smaller Companies Fund
May 2016Ben WhitmoreJupiter UK Special Situations Fund
May 2016James TomlinsM&G Global High Yield Bonds
May 2016Mark WharrierBlackRock UK Income Fund
June 2016Mark WilliamsLiontrust Asia Income Fund
June 2016James ThomsonRathbone Global Opportunities Fund
June 2016Patrick EdwardsonBaillie Gifford Multi Asset Growth Fund
September 2016James Smith & Claire LongPremier Global Utilities Fund
October 2016Jamie Hooper & Nick HayesAXA Framlington Managed Balanced Fund
October 2016HyungJin LeeBaring Eastern Trust Fund
October 2016Dr Mark VincentSLI Global Emerging Markets Equity Income Fund
October 2016Alan RowsellSLI Global Smaller Companies Fund
October 2016Peter Fitzgerald & Ian PizerAviva Investors Multi-Strategy Target Return Fund
November 2016Toby NangleThreadneedle Dynamic Real Return Fund
November 2016Hugo RogersLiontrust GF Global Water & Agriculture Fund
November 2016Robin ParbrookSchroder ISF Asian Total Return Fund
November 2016Oliver RussLiontrust European Equity Income Fund
November 2016Stuart RhodesM&G Global Dividend Fund
November 2016Richard WoolnoughM&G Optimal Income Fund
November 2016Richard BattyIP Global Targeted Returns Fund
November 2016Wes McCoySLI UK Equity Unconstrained Fund
November 2016Mark WharrierBlackRock UK Income Fund
November 2016Nick KirrageSchroder Recovery Fund

Fund Manager Meetings 2015

DateFund Manager / Fund Specialist
Fund
January 2015Mark VincentSLI Emerging Market Funds
January 2015Richard MathiesonBSF Global Long Short Fund
January 2015Chris TaylorNeptune Japan Opportunities Fund
January 2015James ThomsonRathbone Global Opportunities Fund
January 2015Adam RuddSLI Global Absolute Return Strategy Fund
January 2015Alex SavvidesJOHCM UK Dynamic Fund
January 2015Stephen HarkerGLG Japan CoreAlpha Fund
February 2015Bill EigenJP Morgan Income Opportunity Fund
February 2015Alex BreeseSchroder UK equity Fund
February 2015Nicholas WeindlingJP Morgan Japanese Investment Trust
February 2015Soo Hai LimBaring ASEAN Frontiers Fund
February 2015Richard ColwellThreadneedle UK Equity Income Fund
February 2015Jim CielinskiThreadneedle Global Opportunities Bond Fund
February 2015Clare HartJPM US Equity Income Fund
February 2015Richard BuxtonOld Mutual UK Alpha Fund
February 2015Nick Kirrage and Kevin MurphySchroder UK Recovery Fund
February 2015Richard PennyL&G UK Alpha Trust
February 2015Carl StickRathbone Income Fund
March 2015Thomas MooreSLI UK Equity Unconstrained Income Fund
March 2015Mark MunroSLI Strategic Bond Fund
March 2015Stuart RhodesM&G Global Dividend Fund
March 2015Duncan GoodwinBaring Global Resources Fund
March 2015VariousL&G Passive Management
March 2015David MillarInvesco Global Targeted Returns Fund
March 2015Randeep SomelM&G Global Basics Fund
March 2015Paul SpencerFranklin UK Mid-Cap Fund
March 2015Linden ThomsonAXA Framlington Biotech Fund
April 2015Gary GreenbergHermes Global Emerging Markets Fund
April 2015Bryn JonesRathbone Ethical Bond Fund
April 2015Mark WilliamsLiontrust Asia Income Fund
May 2015Mark Page and Laurent MilletArtemis European Opportunities Fund
May 2015Ross HollymanSabre Global Value and Income Fund
May 2015Multi Asset TeamSLI Global Absolute Return Strategies Fund
May 2015Stephen Harker and Neil EdwardsGLG Japan CoreAlpha Fund
May 2015Chris St JohnAXA Framlington UK Mid Cap Fund
May 2015Alex RossPremier Asset Management Pan European Property Share Fund
June 2015Harry Nimmo & Alan RowsellSLI UK & Global Smaller Companies Funds
August 2015William EigenJP Morgan Income Opportunity Fund
August 2015Richard WoolnoughM&G Optimal Income Fund
August 2015Harry NimmoSLI Global Smaller Companies Funds
August 2015Multi Asset TeamInvesco Global Targeted Returns Fund
September 2015Multi Asset TeamSLI Global Absolute Return Strategies Fund
September 2015Simon LaingINVESCO US Equity Fund
September 2015Grant BowersFranklin US Opportunities Fund
September 2015Thomas MooreSLI UK Equity Income Unconstrained Fund
September 2015James Foster and Jacob de Tusch-LecArtemis Monthly Distribution Fund
September 2015Chris WhitePremier Income Fund
September 2015Richard BuxtonOld Mutual UK Alpha Fund
October 2015Christine Johnson and John PetaOld Mutual Global Strategic Bond Fund
October 2015Mike SellAlquity Asia Fund
October 2015Mike WharrierBlackRock UK Income Fund
October 2015Henry DixonMan GLG Undervalued Assets Fund
October 2015Bryn JonesRathbone Ethical Bond Fund
October 2015James ThomsonRathbone Global Opportunities Fund
October 2015Richard WoolnoughM&G Optimal Income Fund
October 2015Crispin OdeyOdey Swan Fund
October 2015Mark KieselPIMCO Global Investment Grade Credit Fund
October 2015Ariel BezalelJupiter Strategic Bond Fund
October 2015Fiona RowleyM&G Property Fund
November2015Alessandro Laurent7IM US Equity Value Fund
November 2015Stephen HarkerMAN GLG Japan CoreAlpha Fund
November 2015Georgina TaylorINVESCO Global Targeted Returns Fund
November 2015Alex WalkerKames Property Income Fund
November 2015Multi Asset TeamStandard Life Global Absolute Return Strategies Fund
November 2015Talib SheikhJPM Multi Asset Macro Fund
November 2015Wee-LiScottish Oriental Smaller Companies Trust
November 2015Stephanie ButcherIP European Equity Income Fund
November 2015Omar NegyalJPM Emerging Markets Income Fund
December 2015Henry LowsonAXA Framlington UK Smaller Companies Fund
December 2015Stephen MooreArtemis US Strategies Fund
December 2015Stephen Whittaker & James LynchQAM Downing Monthly Income Fund

Fund Manager Meetings 2014

DateFund Manager / Fund Specialist
Fund
December 2014Thomas MooreSLI UK Equity Income Unconstrained Fund
December 2014Colin MortonFranklin UK Managers’ Focus Fund
December 2014Neil GregsonJPM Natural Resources Fund
December 2014Gary GreenbergHermes Global Emerging Markets Fund
October 2014Chisako HardieAXA Framlington Japan Fund
October 2014Tom Walker and Hugo MachinSchroder Global Property Securities Fund
October 2014Chris TaylorNeptune Japan Opportunities
October 2014Stuart RhodesM&G Global Dividend Fund
October 2014Steven HayBaillie Gifford Emerging Market Debt Fund
October 2014Crispin OdeyOdey Swan Fund
October 2014Henry DixonGLG Undervalued Assets Fund
October 2014Tom DobellM&G Recovery Fund
October 2014Mikhail ZverevSLI Global Equity Unconstrained Fund
October 2014Daniel McKernanSLI Strategic Bond Fund
September 2014James Smith & Claire LongPremier Global Power and Water Fund
September 2014Cormac WeldonArtemis US Funds
September 2014Jenny JonesSchroder US MidCap Fund
September 2014Alex SavvidesJOHCM UK Dynamic Fund
September 2014Richard WoolnoughM&G Optimal Income Fund
September 2014Will JamesSLI European Equity Income Fund
September 2014Richard ColwellThreadneedle UK Equity Income Fund
September 2014Matthew LinseyGAM Star North of South EM Equity Fund
September 2014James AndersonScottish Mortgage Investment Trust
September 2014Robert SiddlesJupiter US Small and MidCap Fund
September 2014James ClunieJupiter Absolute Return Fund
August 2014James Hanbury and Jamie GrimstonOdey Allegra Developed Market Fund
August 2014Stephen HarkerGLG Japan CoreAlpha Fund
August 2014Samir PatelJOHCM Asia Ex Japan Equity Fund
June 2014Paul SpencerFranklin UK Mid Cap Fund
June 2014Charles LukeMurray Income Trust
June 2014Nicolas TrindadeAXA Framlington Sterling Credit Short Duration Bond Fund
June 2014Scott MacLennanNeptune UK Opportunities Fund
May 2014Paul SmithPremier Defensive Growth Fund
May 2014Tineke FrikkeeSmith and Williamson UK Equity Income Fund
May 2014Alexander DarwallJupiter European Fund
May 2014Neil VeitchSVM World Equity Fund
May 2014First TrustFirst Trust US Large Cap Core AlphaDEX ETF
May 2014Philip EnrmannJupiter China Fund
May 2014Kunal GhoshAllianz BRIC Stars Fund
May 2014Stephen Harker and Robert BrookeGLG Japan CoreAlpha Fund
May 2014Multi Asset TeamStandard Life GARS Fund
May 2014Angus TullochFirst State Asia Pacific Leaders Fund
May 2014Bryn JonesRathbone Ethical Bond Fund
May 2014Simon SomervilleJupiter Japan Income Fund
May 2014Soo HaiBaring ASEAN Fund
May 2014Harry Daws, Chloe Marlow, Tom Ward and Stephen EllisGCP Student Living REIT
April 2014Andreas ZoellingerBlackRock Continental European Income Fund
May 2014James ThomsonRathbone Global Opportunities Fund
May 2014Stephen ThornberThreadneedle Global Equity Income Fund
April 2014John MacDougallBaillie Gifford Shin Nippon Trust
April 2014Douglas BrodieBaillie Gifford Global Discovery Fund
March 2014James SymSchroders European Alpha Income Fund
March 2014Colin MortonFranklin UK Managers’ Focus Fund
March 2014Nicolas TrindadeAXA Sterling Credit Short Duration Bond Fund
March 2014Carl StickRathbone Income Fund
March 2014Chris St JohnAXA Framlington UK Mid Cap Fund
March 2014Mark Williams & Carolyn ChanLiontrust Asia Income Fund
March 2014Gary GreenbergHermes Global Emerging Markets Fund
March 2014Jonathan PinesHermes Asia Ex Japan Equity Fund
March 2014Jenny JonesSchroder US Mid Cap Fund
March 2014Mick BrewisBaillie Gifford American Fund
February 2014Rollo WrightGCP Infrastructure Investment Trust
February 2014David ReidBlackRock Emerging Europe Trust
February 2014Blake CrawfordJPM Europe Dynamic Ex-UK Fund
February 2014Joe WilliamsBlackRock Greater Europe Investment Trust
February 2014Marc CoxBlackRock Frontiers Investment Trust
January 2014David HambridgePremier Conservative Growth Fund
January 2014Andy FordSLI Global Absolute Return Strategy Fund
January 2014James IndGLG Total Return Fund
January 2014Nick KirrageSchroder Global Recovery Fund
January 2014Sam VechtBlackRock Emerging Markets Absolute Return Fund
January 2014Stephen HarkerGLG Japan CoreAlpha Fund
January 2014Anthony EatonJM Finn Global Opps Fund

Fund Manager Meetings 2012 – 2013

DateFund Manager / Fund Specialist
Fund
November 2013VariousStandard Life Fund Manager Meetings
November 2013VariousBaillie Gifford Fund Manager Meetings
November 2013VariousJOHCM Investment Forum
November 2013Richard ColwellThreadneedle UK Income
November 2013Dr Mark Vincent & Thomas MooreStandard Life Investments Income Options
November 2013James Ind (GLG) & Alasdair Ross (Threadneedle)Fixed Interest Options
October 2013James ThomsonRathbone Global Opportunities Fund
October 2013Richard HouseSLI Emerging Market Debt Strategies
October 2013John BarryBaillie Gifford Emerging Market Debt Fund
October 2013Matthias BornAllianz European Strategies
October 2013Chris TaylorNeptune Japan Opportunities Fund
October 2013Felix WintleNeptune US Opportunities Fund
October 2013James IndGLG Total Return Fund
September 2013Samir MehtaJOHCM Asia ex Japan Fund
September 2013Thomas MooreSLI UK Equity Income Unconstrained Fund
September 2013Gareth IssacSchroder Strategic Bond Fund
September 2013Cormac WeldonThreadneedle US Equities Update
September 2013VariousLiontrust Investment Conference 2013
September 2013Amy DempseySchroder QEP Emerging Market Fund
September 2013Andy FordStandard Life Global Absolute Return Strategy Fund (GARS)
June 2013Asian Equities TeamAberdeen Asian Strategies
June 2013Asean & Frontier Equities TeamBarings Asean & Frontier Strategies
June 2013Michael HasenstabTempleton Global Bond Strategies
June 2013Anthony EatonJM Finn & Co Global Opportunities Fund
June 2013Matthew BrettBaillie Gifford Japanese Fund
June 2013Richard WoolnoughM&G Optimal Income Fund
May 2013Irina HunterLloyd George Emerging Market Growth and Income Fund
May 2013Samir Mehta & Cho-Yu KooiJOHCM Asian Strategies
May 2013Edward RobertsonSomerset Global Emerging Markets Fund
April 2013Robert SiddlesF&C US Smaller Companies Fund
April 2013Dan HarlowAXA Framlington American Growth Fund
April 2013Gemma GameAXA Framlington Biotech Fund
April 2013Samantha CleaveLiontrust European Fund
April 2013Anthony Cross and Julian FoshLiontrust Special Situations Fund
April 2013Ed LeggetSLI UK Equity Unconstrained Fund
April 2013Jonathan Asante and Angus TullochFirst State Asia Pacific Leaders Fund and the First State Emerging Markets Leaders Fund
April 2013Scott McLennanNeptune UK Special Situations Fund
April 2013Boudewijn Van Loen and Daniela LunguFirst State Global Property Securities Fund
April 2013James GovanBaring Global Agriculture Fund
April 2013Gordon GrenderGAM North American Fund
April 2013Niall GallagherGAM Star Continental European Equity Fund
April 2013Mark PageArtemis European Opportunities Fund
April 2013Phil PearsonGLG Technology Fund
April 2013Robert BrookeGLG Japan CoreAlpha Fund
March 2013Dr Mark MobiusTempleton Emerging Markets
March 2013Thomas Moore, Will JamesIncome Solutions (SLI UK Equity Income Unconstrained Fund and SLI European Equity Income Fund)
March 2013Graham FrenchM&G Global Basics Fund
March 2013Andrew Milligan and Guy Stern, Thomas Moore, Harry NimmoGlobal Outlook & SLI GARS, SLI UK Equity Income Unconstrained, SLI Smaller Companies
February 2013Tom Slater, Patrick Edwardson and Dominic Neary, Thomas CouttsScottish Mortgage Investment Trust, SAINTS and Baillie Gifford Income Fund, Baillie Gifford European Fund
February 2013Stéphane JeanninThreadneedle American Smaller Fund
February 2013Kevin MurphySchroder Income Fund
February 2013Dan HarlowAXA Framlington American Growth Fund
February 2013Dr Henry Stipp, David Dudding, Simon Brazier, Stephen MooreThreadneedle Emerging Market Debt, Threadneedle European, Threadneedle UK, Threadneedle US
February 2013Harry NimmoStandard Life Smaller Companies
February 2013Chris TaylorNeptune Japan Opportunities
January 2013Alpha Generators (various managers)Alpha Generators (various funds)
January 2013Stephen HarkerGLG Japan CoreAlpha Fund
January 2013Mike JenningsPremier Global Funds
December 2012David Dudding*Threadneedle European Smaller Companies Fund
November 2012Fiona HarrisJPM US Equity Income Fund
November 2012Mark PageArtemis European Opportunities Fund
November 2012Michael StiasnyM&G Recovery Fund
October 2012David DuddingThreadneedle European Funds
September 2012Luke StelliniInvesco Perpetual Global Equity Income Fund
September 2012Jeremy GleesonAXA Framlington Global Technology Fund
September 2012Anthony FrostLiontrust Special Situations Fund
September 2012Harry NimmoStandard Life Global Funds
September 2012John McLaughlin
Schroder Secure Distribution 2032 Fund
September 2012Euan Munro*Standard Life GARS Fund
August 2012Chris WhitePremier Income Funds
August 2012Clare Hart / Jonathan Simon*JPM US Equity Income Fund
July 2012Jake RobbinsPremier Asset Managers Global Equity
July 2012Stephen Kelly*AXA Framlington American Growth Fund
July 2012Ed LeggettStandard Life UK Equity Unconstrained Fund
July 2012Neil Gregson*JP Morgan Natural Resources
May 2012Simon Brazier and Richard ColwellUK Funds Update
May 2012Gordon HardingM&G Optimal Income Fund
May 2012Ben Constable-Maxwell and James MievilleM&G Global Basics Fund
May 2012Kotaro MiyatoM&G Global Dividend Fund
May 2012Brigid JacksonL&G Dynamic Bond Trust
May 2012Richard PennyL&G UK Alpha Trust
May 2012Chris TaylorNeptune Japan Opportunities Fund
May 2012Alex BreeseNeptune UK Special Situations Fund
May 2012Andrew RoseSchroder Tokyo Fund
May 2012Richard SennittSchroder Asian Income Fund
May 2012Nick KirrageSchroder Income Fund
May 2012Thomas SeeSchroder Maximiser Funds
May 2012William HealeyJPMorgan High Yield Bond Fund
May 2012
Emily WhitingJPMorgan Emerging Markets / Emerging Europe Fund
May 2012
James SuttonJPMorgan Global Consumer Trends Fund
April 2012Alex BreeseNeptune UK Special Situations Fund
April 2012Dr Henry Stipp *Threadneedle Emerging Market Debt Fund
April 2012Jacob de Tusch-LecArtemis Global Income Fund
March 2012Margaret LawsonSVM UK Growth Fund
March 2012Alan RowsellStandard Life Global Smaller Companies Fund
March 2012Thomas MooreStandard Life UK Equity Income Unconstrained Fund
March 2012David MillarStandard Life Global Absolute Return Strategies Fund
March 2012Sally GreigBaillie Gifford Emerging Markets Bond Fund
March 2012Tom SlaterScottish Mortgage
March 2012Tom CouttsBaillie Gifford European Fund
March 2012Ian TabbererBaillie Gifford American Fund
March 2012Donald RobertsonSVM Global Fund Plc
January 2012Francis EllisonThreadneedle European Smaller Companies Fund
January 2012Euan Munro*Standard Life GARS Fund
January 2012Richard Woolnough*M&G Optimal Income Fund

*Meeting with representative of fund management house, and not the fund manager