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 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.
These are notes from meetings in 2020. To view meetings from 2012 – 2019
Date Fund Manager /Fund Specialist Fund Name January 2020 Mark Hammonds and Edmund Harriss Guinness Emerging Markets Equity Income Fund January 2020 Richard Saldanha Aviva Global Equity Income Fund January 2020 Giles Parkinson Aviva Global Equity Endurance Fund January 2020 Mikhail Zverev Aviva Global Equity Unconstrained Fund January 2020 Mark Whitehead Securities Trust of Scotland plc January 2020 Henry Lowson Royal London UK Mid Cap Growth Fund February 2020 Alexander Wright and Jonathan Winton Fidelity Special Situations Fund February 2020 Daniel Chu Legg Mason IF RARE Global Infrastructure Income Fund February 2020 Hideo Shiozumi Legg Mason IF Japan Equity Fund February 2020 William Argent VT Gravis Clean Energy Fund February 2020 Benji Dawes and Jon Hudson Premier Ethical Fund February 2020 Jacob de Tusch-Lec, Sam Morley and James Davidson Artemis Global Income Fund February 2020 Chantal Brennan and Jeremy Humphries Davy Discovery Equity Fund February 2020 Deirdre Cooper and Graeme Baker Investec Global Environment Fund February 2020 David Coombs Rathbone Enhanced Growth Portfolio Fund February 2020 Harry Nimmo Standard Life Smaller Companies Trust February 2020 Andrew Lister and Bernard Moody Aberdeen Emerging Markets Investment Trust February 2020 Steven Rocco, Robert Lee and Christopher Gizzo Lord Abbett Global High Yield Fund February 2020 Simon Young AXA Framlington UK Equity Income Fund* February 2020 Dan Harlow AXA Framlington UK Smaller Companies Fund* February 2020 Alan Rowsell ASI Global Smaller Companies Fund* March 2020 Chetan Sehgal and Andrew Ness Templeton Emerging Markets Investment Trust* March 2020 James Lowen and Clive Beagles JOHCM UK Equity Income Fund* March 2020 Paul Causer and Paul Read Invesco Monthly Income Plus Fund* March 2020 Mike Sell Alquity Asia Fund* March 2020 Gary Greenberg Hermes Global Emerging Markets Fund* March 2020 William Lock and Bruno Paulson Morgan Stanley Global Brands Fund* March 2020 Alex Savvides JOHCM UK Dynamic Fund* March 2020 Martin Skanberg Schroder European Alpha Income Fund* March 2020 Tom May AHFM Defined Returns Fund* March 2020 Jonathan Pines Hermes Asia ex Japan Equity Fund* March 2020 Tiffany Hsiao Matthews China Small Companies Fund* March 2020 Richard Hodges Nomura Global Dynamic Bond Fund* March 2020 Daniel Chu Legg Mason IF RARE Global Infrastructure Income Fund* March 2020 Krace Zhou and Kristian Heugh Morgan Stanley Asia Opportunity Fund* March 2020 Bill Hench Legg Mason Royce US Small Cap Opportunity Fund* March 2020 Hugo Machin and Tom Walker Schroder Global Cities Real Estate Fund* March 2020 Edmund Harriss and Mark Hammond Guinness Asian Equity Income Fund* March 2020 Matthew Page and Ian Mortimer Guinness European Equity Income Fund* March 2020 Alastair Mundy NinetyOne UK Special Situations Fund* April 2020 Hideo Shiozumi Legg Mason IF Japan Equity Fund* April 2020 Toby Nangle Threadneedle Dynamic Real Return Fund* April 2020 Carlos Moreno and Thomas Brown LF Miton European Opportunities Fund* April 2020 Ben Ritchie, Angus Tester and Kurt Cruickshank ASI Europe ex UK Equity Fund* April 2020 Robin Geffen Liontrust Global Alpha Fund* April 2020 Alex Savvides JOHCM UK Dynamic Fund* April 2020 Alban Lhonneur, George Gay, Jo Elliott andMarcus Phayre-Mudge TR Property Trust* April 2020 Nicholas Weindling and Shoichi Mizusawa JPM Japan Fund* April 2020 Chris St John AXA Framlington UK Mid-Cap Fund* April 2020 Dan Harlow AXA Framlington UK Smaller Companies Fund* April 2020 Asia Pacific Equity Team ASI China Equity Fund* April 2020 Anthony Srom Fidelity Asia Pacific Opportunities Fund* April 2020 S Joyce Li, Yu Zhang, Sherwood Zhang and Robert Horrocks Matthews Asia ex Japan Dividend Fund* April 2020 Robert Kaynor Schroder US Mid Cap Fund* April 2020 Mary McQuillen and Derek Deutsch Legg Mason ClearBridge US Equity Sustainability Leaders Fund* May 2020 David MacNeil and David Ridland Castlebay UK Equity Fund* May 2020 Tom May and Dr Russ Bubley AHFM Defined Returns Fund* May 2020 Paul Niven F&C Investment Trust* May 2020 Index Strategy L&G Healthcare Breakthrough UCITS ETF* May 2020 Anthony Srom Fidelity Asia Pacific Opportunities Fund* May 2020 Anthony Cross and Julian E C Fosh Liontrust Special Situations Fund* May 2020 Daniel Chu and Charles Hamieh Legg Mason IF RARE Global Infrastructure Income Fund* May 2020 Mark Whitehead Securities Trust of Scotland plc* May 2020 Andrew Harman First State Diversified Growth Fund* June 2020 Charles Montanaro and Mark Rogers Montanaro Better World Fund* June 2020 Colin Morton, Ben Russon and Mark Hall Franklin UK Equity Income Fund* June 2020 Will James ASI Europe ex UK Income Equity Fund* June 2020 Ben Ritchie, Angus Tester and Kurt Cruickshank ASI Europe ex UK Equity Fund* June 2020 Craig Baker, Mark Davis and Stuart Gray Alliance Trust* June 2020 Joe Baurenfreund, Tom Treanor, Daniel Lee, Scott Beveridge, Darren Gillen, Wilfrid Craigie and Jason Bellamy AVI Japan Opportunity Trust* June 2020 Flavia Cheong, Hugh Young, Yoojeong Oh and Christina Woon Aberdeen Asia Income Fund Limited* June 2020 Stuart Rhodes M&G Global Dividend Fund* June 2020 Mark Asquith MI Somerset Emerging Markets Discovery Fund* June 2020 Keith Ashworth-Lord Castlefield CFP SDL UK Buffettology Fund* June 2020 James Anderson and Tom Slater Scottish Mortgage* June 2020 Mark Williams and Carolyn Chan Liontrust Asia Income Fund* June 2020 William Sutcliffe, Kirsty Gibson, Kate Fiox, Julia Angeles and Lee Qian Baillie Gifford Positive Change Fund* June 2020 Tom Slater, Gary Robinson, Helen Xiong, Kirsty Gibson Baillie Giffird American Fund* June 2020 William Argent VT Gravis UK Infrastructure Income Fund* June 2020 Alan Tu T Rowe Global Technology Equity Fund* June 2020 Anthony Eaton VT Downing Global Investors Fund* June 2020 William Palmer, Isabelle Irish and Michael Levy Barings Global Emerging Markets Fund* June 2020 Not disclosed Ashoka India Equity Investment Trust * June 2020 Dickie Hodges Nomura Global Dynamic Bond Fund* June 2020 Jaime Ramos Martin Aviva Investors Climate Transition Global Equity Fund* June 2020 Jonathan Pines Hermes Asia Pacific ex Japan Fund* June 2020 James Thorne Threadneedle UK Smaller Companies Fund* June 2020 James Thorne and Philip Maccartney Threadneedle UK Mid 250 Fund* July 2020 Chetan Sehgal and Andrew Ness Templeton Emerging Markets Investment Trust* July 2020 Kevin Murphy and Nick Kirrage Schroder Recovery Fund* July 2020 Kevin Murphy and Nick Kirrage Schroder Income Fund* July 2020 Specialist Team Semper Total Return Fund* July 2020 Soo-Hai Lim and Eunice Hong Barings Eastern Trust* July 2020 William Lock and Bruno Paulson Morgan Stanley Global Brands Fund* July 2020 Taymour Tamaddon T Rowe US Large Cap Growth Equity Fund* July 2020 Gonzalo Pangaro T Rowe Emerging Markets Equity Fund* July 2020 Zehrid Osmani Martin Currie Global Portfolio Investment Trust* July 2020 Mike Riddell and Kacper Brzezniak Allianz Strategic Bond Fund* July 2020 Paul Spencer and Richard Bullas Franklin UK Mid Cap Fund* July 2020 David Coombs Rathbone Enhanced Growth Portfolio Fund* September 2020 Shrenick Shah, Josh Berelowitz and Benoit Lanctot JPM Global Macro Opportunities Fund* September 2020 Sanford DeLand Buffettology Smaller Companies IT* September 2020 Winnie Chwang and Andrew Mattock Matthews China Small Companies Fund* September 2020 Andrew Hibbert BlackRock Unconstrained Equity Fund* September 2020 Carlos Moreno and Thomas Brown LF Miton European Opportunities Fund* September 2020 Shintaro Harada Nomura Japan High Conviction Fund* September 2020 Tom Wildgoose and Ilan Chaitowitz Nomura Global High Conviction Fund* September 2020 Trevor Gurwich and Federico Laffan Nomura American Century Global Small Cap Equity Fund* September 2020 Vipin Kapoor Nomura Asia ex Japan High Conviction Fund* September 2020 David Crall Nomura Global High Yield Bond Fund* September 2020 JPM JP Morgan Global Core Real Assets Limited* September 2020 Fraser Mackersie Unicorn UK Ethical Income Fund* September 2020 Global Team Amundi Funds – Polen Capital Global Growth Fund* September 2020 David MacNeil and David Ridland VT Castlebay UK Equity Fund* September 2020 Dickie Hodges Nomura Global Dynamic Bond Fund* October 2020 Tim Crockford and Mohsin Ahmad Regnan Global Equity Impact Solutions Fund* October 2020 Paul Jourdan, David Stevenson and Anna Macdonald TB Amati UK Smaller Companies Fund* October 2020 Matthew Evans Ninety One UK Sustainable Equity Fund* October 2020 Nick Scullion, Mark Brennan and Carly Magee FP Foresight Global Real Infrastructure Fund* October 2020 Thomas Holl and Mark Hume BlackRock Energy and Resources Income Trust* October 2020 Kunjal Gala Hermes Global Emerging Markets Fund* October 2020 Richard Buxton Merian UK Alpha Fund* October 2020 Hugo Machin and Tom Walker Schroder Global Cities Real Estate Fund* October 2020 Alban Lhonneur, George Gay, Marcus Phayre-Mudge and Jo Elliott TR Property* October 2020 Real Estate Team FP Foresight Sustainable Real Estate Securities Fund* October 2020 Deidre Cooper and Graeme Baker Ninety One Global Enviroment Fund* October 2020 Ed Legget and Ambrose Faulks Artemis UK Select Fund* November 2020 Ariel Bezalel Jupiter Strategic Bond Fund* November 2020 Sam Vecht and Stefan Gries BlackRock Greater Europe Investment Trust* November 2020 Jonathan Pines Hermes Asia ex Japan Fund* November 2020 Xavier Hovasse FP Carmignac Emerging Markets Fund* November 2020 Simon Young AXA Framlington UK Equity Income Fund* November 2020 Dan Harlow AXA Framlington UK Smaller Companies Fund* November 2020 Nick Hayes and Nicolas Trindale AXA Global Strategic Bond Fund* November 2020 Jeremy Hewlett Mirabaud UK Equity High Alpha Fund* November 2020 William Sutcliffe, Kirsty Gibson, Kate Fox, Julia Angeles and Lee Qian Baillie Gifford Positive Change Fund*
To view meetings from 2012 – 2019
*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.