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 2021. To view meetings from 2012 – 2020
Responsible Investment Strategies
Date Fund Manager Fund name February 2021 Alex Savvides JOHCM UK Dynamic Fund February 2021 Derek Stuart and Andy Gray Artemis UK Special Situations Fund February 2021 Ed Legget and Ambrose Faulks Artemis UK Select Fund February 2021 Andrew Jacobson and Donald Elefson Axiom Concentrated Global Growth Fund February 2021 Nathan Wong and Alex Gabriele Morgan Stanley Funds (UK) Global Brands Fund February 2021 Giles Parkinson Aviva Investors Global Endurance Fund February 2021 Gary Robinson, Tom Slater, Kirsty Gibson and Dave Bujnowski Baillie Gifford American Fund February 2021 Anthony Eaton VT Downing Global Investors Fund February 2021 Stephen Harker, Neil Edwards and Jeffrey Atherton GLG Japan CoreAlpha Fund February 2021 Andrew Vaughan CFP SDL Free Spirit Fund February 2021 Dara White Threadneedle Global Emerging Markets Equity Fund February 2021 Andrew Jacobson and Bradley Amoils Axiom Global Equity Fund February 2021 Richard de Lisle VT De Lisle America Fund March 2021 Kirsty Desson and Harry Nimmo ASI Global Smaller Companies Fund March 2021 Polen Capital Amundi Funds – Polen Capital Global Growth Fund March 2021 GO ETF Solutions LLP L&G Hydrogen Economy UCITS ETF March 2021 Gordon Fraser BFM Emerging Markets Fund March 2021 Mark Heslop and Mark Nichols Jupiter European Fund March 2021 Mark Heslop and Philip Macartney Jupiter European Smaller Companies Fund March 2021 Real Return Team 7IM Real Return Fund March 2021 Dickie Hodges Nomura Global Dynamic Bond Fund March 2021 Amit Lodha Fidelity Global Focus Fund March 2021 Alexander Wright and Jonathan Winton Fidelity Special Situations Fund March 2021 Dan Harlow AXA Framlington UK Smaller Companies Fund March 2021 Chris St John AXA Framlington UK Mid-Cap Fund March 2021 Charles Hamieh and Daniel Chu Legg Mason IF RARE Global Infrastructure Income Fund March 2021 Mark Hargreaves and Amanda O’Toole AXA Framlington Global Thematics Fund March 2021 Chantal Brennan and Jeremy Humphries Davy Discovery Equity Fund March 2021 Alan Rowsell and Imogen Harris Premier Miton Global Smaller Companies Fund March 2021 Chetan Sehgal and Andrew Ness Templeton Emerging Markets Investment Trust April 2021 Angel Agudo and Ashish Bhardwaj Fidelity American Special Situations Fund April 2021 Michel Salden and Kerstin Hottner Vontobel Commodity Fund April 2021 Di Yao and Neil P Desai Putnam Global Technology Fund April 2021 Amit Lodha Fidelity Global Focus Fund April 2021 Dickie Hodges Nomura Global Dynamic Bond Fund April 2021 David MacNeil and David Ridland VT Castlebay UK Equity Fund April 2021 Robert Marshall-Lee Brook Emerging Markets Equity Fund May 2021 Alban Lhonneur, George Gay, Marcus Phayre-Mudge and Jo Elliott TR Property Trust May 2021 Chris Hamieh and Daniel Chu Legg Mason IF RARE Global Infrastructure Income Fund May 2021 George Luckraft and Simon Young AXA Framlington Monthly Income Fund May 2021 George Luckraft and Simon Young AXA Framlington UK Equity Income Fund May 2021 Andrew Swan Man GLG Asia (ex Japan) Equity Fund May 2021 Alessandro Dicorrado and Steve Woolley Ninety-One UK Special Situations Fund May 2021 Allesandro Dicorrado and Steve Woolley Ninety-One Global Special Situations Fund May 2021 Nick Brand, John Yakas and George Barrow Polar Capital Global Financials Trust May 2021 James Davidson and Jacob de Tusch-Lec Artemis Global Income Fund May 2021 Adrian Frost, Nick Shenton and Andy Marsh Artemis Income Fund May 2021 Jeremy Gleeson AXA Framlington Global Technology Fund June 2021 Paul Niven F&C Investment Trust June 2021 Andrew Jackson & Fraser Lundie Federated Hermes Unconstrained Credit Fund June 2021 James Anderson, Tom Slater and Lawrence Burns Scottish Mortgage June 2021 Matthew Norris, William Argent and Nick Barker VT Gravis Digital Infrastructure Income Fund June 2021 Giles Parkinson Aviva Investors Global Equity Endurance Fund July 2021 Chetan Sehgal & Andrew Ness Templeton Emerging Markets Investment Trust July 2021 Dickie Hodges Nomura Global Dynamic Bond Fund July 2021 Tim Creed & Rory Bateman Schroder British Opportunities Ltd July 2021 Rory Powe Man GLG Continental European Growth Fund July 2021 Ian Mortimer & Matthew Page Guinness Global Equity Income Fund July 2021 Ian Mortimer & Matthew Page Guinness Global Innovators Fund July 2021 Zehrid Osmani Martin Currie Global Portfolio Investment Trust July 2021 Henry Dixon Man GLG Undervalued Assets Fund September 2021 Richard de Lisle VT De Lisle America Fund September 2021 Harry Fraser Overstone UCITS Smaller Companies Fund September 2021 Anthony Eaton VT Downing Global Investors Fund September 2021 Richard Hodges Nomura Global Dynamic Bond Fund September 2021 Nick Clay TM RWC Global Equity Income Fund September 2021 Rob Burnett LF Lightman European Fund September 2021 Keith Ashworth-Lord CFP SDL Free Spirit Fund September 2021 Ian Mortimer & Matthew Page Guinness Global Innovators Fund October 2021 Juan Valenzuela Artemis Strategic Bond Fund October 2021 Nathan Wong & Alex Gabriele Morgan Stanley Funds (UK) Global Brands Fund October 2021 Roland Arnold BlackRock Smaller Companies Trust October 2021 Nick Evans and Ben Rogoff Polar Capital Global Technology Fund October 2021 David Coombs Rathbone Enhanced Growth Portfolio Fund October 2021 Alaistair Hibbert BlackRock Global Unconstrained Equity Fund October 2021 Mark Barnett Tellworth UK Income and Growth Fund October 2021 Andrew Jacobson, Donald Elefson & Bradley Amoils Axiom Concentrated Global Growth Fund October 2021 Benji Dawes & Jon Hudson Premier Miton UK Growth Fund October 2021 Hideo Shiozumi FTF Martin Currie Japan Equity Fund October 2021 Michael Dillon and Bertie Thomson Brown Advisory Global Leaders Fund November 2021 Investment Team Heriot Global Fund November 2021 Tom Boyle, Tom May and Clive Hale AHFM Total Return Fund November 2021 Investment Team 7IM Real Return Fund November 2021 Lloyd Harris & Simon Prior Premier Miton Strategic Monthly Income Bond Fund November 2021 Sven Borho & Trevor Polischuk Worldwide Healtchare Ord November 2021 Will James Premier Miton European Equity Income Fund November 2021 Dickie Hodges Nomura Global Dynamic Bond Fund November 2021 John Malloy RWC Global Emerging Markets Fund November 2021 Mark Hawtin GAM Star Disruptive Growth Fund November 2021 Abby Glennie & Amanda Yeaman Abrdn UK Mid-Cap Equity Fund November 2021 Kunjal Gala Federated Hermes GEMs SMID Equity Fund November 2021 Mark Slater Slater Income Fund
To view meetings from 2012 – 2020