Panel Funds

Below is a list of the funds we use and those under review. The funds under review could be added to the portfolios in the future. This list is regularly monitored and may change in the future:

Diversifying Assets

Panel Funds

Vanguard Global Bond Index Fund, Nomura Global Dynamic Bond Fund, First State Global Property Security Fund, TR Property, 3i Infrastructure, Legg Mass IF Rare Global Infrastructure Income Fund, AHFM Defined Returns Fund, First State Dividend Growth Fund, Rathbone Enhanced Growth Portfolio Fund

Review Funds

Premier Defensive Growth Fund, Investec Diversified Income Fund, VT Gravis UK Infrastructure Income Fund

UK

Panel Funds

Standard Life UK Smaller Companies Trust, AXA Framlington UK Smaller Companies Fund, Vanguard FTSE UK All Share Index, JOHCM UK Dynamic Fund

Review Funds

VT Castlebay UK Equity Fund, Franklin UK Smaller Companies Fund

Europe

Panel Funds

Janus Henderson European Smaller Companies Fund, Schroder European Alpha Income Fund, Baillie Gifford European Fund, Artemis European Opportunities Fund

Review Funds

BlackRock European Dynamic Fund, Man GLG Continental European Growth Fund, BlackRock Greater Europe Investment Trust, Miton European Opportunities Fund

US

Panel Funds

AXA Framlington American Growth Fund, Artemis US Smaller Companies Fund, L&G US Index Trust, First Trust US Large Cap Core Alpha ETF

Review Funds

Legg Masom Clearbridge US Dynamic Leaders Fund, JOHCM US SMID Equity Fund

Japan

Panel Funds

Neptune Japan Opportunities Fund, JPMorgan Japanese Trust

Review Funds

Legg Mason IF Japan Equity Fund, Lindsell Train Japanese Equity Fund

Asia

Panel Funds

Alquity Asia Trust, Liontrust Asia Income Fund, Hermes Asia ex-Japan Equity Fund

Review Funds

JOHCM Asia ex-Japan Small and Mid-Cap Fund, IP Asian Fund, Pacific Horizon Trust, Baillie Gifford Pacific Fund, Fidelity Emerging Markets Asia Fund, MS Asia Opportunity Fund, JPM Asia Growth Fund

Emerging Markets

Panel Funds

Templeton Emerging Markets Trust, Hermes Global Emerging Markets Fund, BlackRock Frontiers Trust, Utilico Emerging Markets Trust

Review Funds

Alquity Indian Equity Fund, Barings Global Emerging Markets Equity Fund, Barings Emerging Markets Blended Total Return Fund, Baillie Gifford Emerging Markets Fund, Mirabaud Equities Global Emerging Markets Fund, MI Somerset Emerging Markets Dividend Growth Fund

Global / Specialist

Panel Funds

Artemis Global Income Fund, M&G Global Dividend Fund, Scottish Mortgage Trust, Schroder Global Recovery Fund, SLI Global Smaller Companies Fund, AXA Framlington BioTech

Review Funds

Baillie Gifford Global Discovery Fund, Fundsmith Equity Fund, Lindsell Train Global Equity Fund, International Biotechnology Trust, Worldwide Healthcare Trust, Davy Discovery Fund, Barings Global Dividend Champions Fund, Davy Discovery Equity Fund, Rathbone Global Opportunities Fund, Herald Investment Trust, MS Global Opportunities Fund, Allianz Technology Trust