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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 2023. To view meetings from 2012 – 2022 click here

Responsible Investment Strategies

DateFund MangerFund NameIn LWM Portfolios
January 2023Will ArgentVT Gravis Clean Energy Income FundYes
January 2023Charles Montanaro & Mark RogersMontanaro Better World FundYes
January 2023Colin Dryburgh & Robert Jan van der MarkAEGON Sustainable Diversified Growth FundNo
February 2023Jamie Beale, Gareth Jones, Charlotte Fletcher & Alex BakerHome REITYes
April 2023Iain Buckle & Rory SandilandsAEGON Global Short Dated Climate Transition FundNo
April 2023Craig Bonthron, Neil Goddin, Jonathan Parsons & Ryan SmithArtemis Positive Future FundNo
April 2023Martin ToddFederated Hermes Sustainable Global Equity Fund No
April 2023Ashish SwarupAikya Global Emerging Markets FundNo
May 2023William Scholes & Fiona ManningPremier Miton Emerging Markets Sustainable FundNo
May 2023Stephen Lilley & Laurence FumagalliGreencoat UK Wind PLCYes
May 2023Bruce Jenkyn-Jones & Fotis ChatzimichalakisImpax Enviromental MarketsYes
June 2023Richard CrawfordThe Renewables Infrastructure Group (TRIG) LimitedYes
June 2023Chris Tanner, Chris Holmes and Edward MountneyJLEN Environmental Assets Group LimitedYes
June 2023Jean Hughes De LamazeEcofin Global Utilities and Infrastructure FundYes
August 2023Nick ScullionFP Foresight Global Infrastructure FundYes
August 2023Ichiro KosugeGS Japan Equity Partners FundYes
August 2023Hugo Machin & Tom WalkerSchroder Global Cities Real Estate Fund Yes
September 2023Kate Fox, Lee Qian, Edward Whitten and Thaiha Nguyen Baillie Gifford Positive Change FundYes
September 2023Deirdre Cooper & Graeme BakerNinety One Global Enviroment Fund Yes
October 2023Xavier Hovasse & Haiyan Li-LabbeFP Carmignac Emerging Markets FundYes
October 2023Mark DenhamFP Carmignac European Fund No

Mainstream Strategies

DateFund MangerFund NameIn LWM Portfolios
January 2023Iain Stealey, Andrew Headley, Jeff Hutz, Lisa Coleman & Robert Michele JPM Global Bond Opportunities FundNo
January 2023Stephen Snowden & Grace LeArtemis Corporate Bond FundNo
January 2023Lloyd Harris & Simon PriorPremier Miton Strategic Monthly Income FundNo
January 2023Investment TeamHeriot Global FundNo
January 2023Paul Jourdan, Anna Macdonald, Scott McKenzie & David Stevenson Amati UK Smaller Companies FundYes
January 2023Peter Harvey Schroder Strategic Credit FundNo
January 2023Stuart Widdowson & Edward WielechowskiOdyssean Investment Trust PLCNo
January 2023Andrew H O’Brien, Robert S Clark, Christopher Gizzo, Kewjin Yuoh & Steven F RoccoLord Abbett Multi-Sector Income FundNo
January 2023Daniel Ivascyn, Alfred Murata & Joshua AndersonPIMCO GIS Income FundNo
April 2023Kenneth Lowe & Sharat ShroffMatthews Asia ex Japan Total Return FundYes
April 2023Mark Williams & Kumar PanditMI Somerset Emerging Markets Dividend Growth FundNo
April 2023Bradford FrishbergLF Macquarie Global Listed Infrastructure Securities FundNo
April 2023Ayesha Akbar, Chris Forgan & Daniel RyanFidelity Alternative Listed Equity Feed Fund No
April 2023Simon BernardSmithson Investment TrustYes
April 2023Terry SmithFundsmith Equity FundYes
April 2023Colin Reedie & Matthew ReesLGIM Strategic Bond FundNo
April 2023Paul RaynorRLAM Absolute Return Government Bond FundNo
April 2023Mike SellAlquity Indian Subcontinent FundNo
April 2023Sven Borho & Trevor PolischukWorldwide Healthcare Trust No
April 2023Mark DenhamFP Carmignac European Leaders FundNo
April 2023Geoffrey C HauBiotech Growth TrustNo
April 2023David F RidlandVT Castlebay UK Equity FundYes
April 2023Preshant KhemkaAshoka WhiteOak Emerging Markets StrategyNo
April 2023Jonas Edholm & David HarrisSkagen Focus FundNo
May 2023Dickie HodgesNomura Global Dynamic Bond FundYes
May 2023Trevor Gurwich & Federico LaffanNomura American Century Global Small Cap Equity FundNo
June 2023Bruno Paulson, Marcus Watson and Vladimir DemineMorgan Stanley Global Brands FundYes
June 2023 Mike Clements & Pres JeyanandhanVT Downing European Unconstrained Income Fund No
June 2023James JohnstoneRedwheel Next Generation Emerging Markets Equity FundYes
June 2023Scott Mosely and Bernardo Sottomayor3i Infrastructure PLCYes
June 2023Gareth Rudd and Dale RobertsonMI Chelverton European Select FundNo
June 2023Tom Slater and Lawrence BurnsScottish Mortgage Investment Trust PLCYes
August 2023Tom May, Russ Bubley & Jim MayAHFM Defined Returns Fund Yes
August 2023James de Bunsen & Pete WebsterJanus Henderson Diversified Alternatives FundYes
August 2023Stephen KellyAXA Framlington American Growth Fund Yes
August 2023Andrew Mattock & Winnie ChwangMatthews China Small Companies Fund Yes
August 2023Mark SlaterSlater Growth Fund Yes
August 2023David Coombs & Will McIntosh Whyte Rathbone Multi-Asset Enhanced Growth Portfolio FundYes
September 2023Ollie Beckett & Rory StokesJanus Henderson European Smaller Companies Fund Yes
September 2023Krace Zhou & Kristian HeughMS INVF Asia Opportunity Fund Yes
September 2023Ben Ritchie, Kurt Cruickshank & Roseanna IvoryAbrdn Europe ex UK Equity Fund Yes
September 2023Simon Bernard Smithson Investment TrustYes
September 2023Simon Widdowson and Edward WielechowskiOdyssean Investment TrustYes
September 2023Andrew BrownHeriot Global Smaller Companies Fund Yes
September 2023Carlos Moreno, Thomas Brown & Russell ChampionPremier Miton European Opportunities Fund Yes
September 2023Elizabeth Kwik, Jim Jiang, Nicholas Yeo and Pruksa IamthongthongAbrdn China A Share Equity FundYes
September 2023Nick Martin & Dominic EvansPolar Capital Global Insurance Fund No
September 2023Mark Williams & Kumar PanditMI Somerset Emerging Markets Dividend Growth FundNo

To view meetings from 2012 – 2022 click here

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