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.

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 Sustainable 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

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