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
Responsible Investment Strategies
Date Fund Manger Fund Name In LWM Portfolios January 2023 Iain Stealey, Andrew Headley, Jeff Hutz, Lisa Coleman & Robert Michele JPM Global Bond Opportunities Fund No January 2023 Stephen Snowden & Grace Le Artemis Corporate Bond Fund No January 2023 Lloyd Harris & Simon Prior Premier Miton Strategic Monthly Income Fund No January 2023 Investment Team Heriot Global Fund No January 2023 Paul Jourdan, Anna Macdonald, Scott McKenzie & David Stevenson Amati UK Smaller Companies Fund Yes January 2023 Peter Harvey Schroder Strategic Credit Fund No January 2023 Stuart Widdowson & Edward Wielechowski Odyssean Investment Trust PLC No January 2023 Andrew H O’Brien, Robert S Clark, Christopher Gizzo, Kewjin Yuoh & Steven F Rocco Lord Abbett Multi-Sector Income Fund No January 2023 Daniel Ivascyn, Alfred Murata & Joshua Anderson PIMCO GIS Income Fund No April 2023 Kenneth Lowe & Sharat Shroff Matthews Asia ex Japan Total Return Fund Yes April 2023 Mark Williams & Kumar Pandit MI Somerset Emerging Markets Dividend Growth Fund No April 2023 Bradford Frishberg LF Macquarie Global Listed Infrastructure Securities Fund No April 2023 Ayesha Akbar, Chris Forgan & Daniel Ryan Fidelity Alternative Listed Equity Feed Fund No April 2023 Simon Bernard Smithson Investment Trust Yes April 2023 Terry Smith Fundsmith Equity Fund Yes April 2023 Colin Reedie & Matthew Rees LGIM Strategic Bond Fund No April 2023 Paul Raynor RLAM Absolute Return Government Bond Fund No April 2023 Mike Sell Alquity Indian Subcontinent Fund No April 2023 Sven Borho & Trevor Polischuk Worldwide Healthcare Trust No April 2023 Mark Denham FP Carmignac European Leaders Fund No April 2023 Geoffrey C Hau Biotech Growth Trust No April 2023 David F Ridland VT Castlebay UK Equity Fund Yes April 2023 Preshant Khemka Ashoka WhiteOak Emerging Markets Strategy No April 2023 Jonas Edholm & David Harris Skagen Focus Fund No May 2023 Dickie Hodges Nomura Global Dynamic Bond Fund Yes May 2023 Trevor Gurwich & Federico Laffan Nomura American Century Global Small Cap Equity Fund No June 2023 Bruno Paulson, Marcus Watson and Vladimir Demine Morgan Stanley Global Brands Fund Yes June 2023 Mike Clements & Pres Jeyanandhan VT Downing European Unconstrained Income Fund No June 2023 James Johnstone Redwheel Next Generation Emerging Markets Equity Fund Yes June 2023 Scott Mosely and Bernardo Sottomayor 3i Infrastructure PLC Yes June 2023 Gareth Rudd and Dale Robertson MI Chelverton European Select Fund No June 2023 Tom Slater and Lawrence Burns Scottish Mortgage Investment Trust PLC Yes August 2023 Tom May, Russ Bubley & Jim May AHFM Defined Returns Fund Yes August 2023 James de Bunsen & Pete Webster Janus Henderson Diversified Alternatives Fund Yes August 2023 Stephen Kelly AXA Framlington American Growth Fund Yes August 2023 Andrew Mattock & Winnie Chwang Matthews China Small Companies Fund Yes August 2023 Mark Slater Slater Growth Fund Yes August 2023 David Coombs & Will McIntosh Whyte Rathbone Multi-Asset Enhanced Growth Portfolio Fund Yes September 2023 Ollie Beckett & Rory Stokes Janus Henderson European Smaller Companies Fund Yes September 2023 Krace Zhou & Kristian Heugh MS INVF Asia Opportunity Fund Yes September 2023 Ben Ritchie, Kurt Cruickshank & Roseanna Ivory Abrdn Europe ex UK Equity Fund Yes September 2023 Simon Bernard Smithson Investment Trust Yes September 2023 Simon Widdowson and Edward Wielechowski Odyssean Investment Trust Yes September 2023 Andrew Brown Heriot Global Smaller Companies Fund Yes September 2023 Carlos Moreno, Thomas Brown & Russell Champion Premier Miton European Opportunities Fund Yes September 2023 Elizabeth Kwik, Jim Jiang, Nicholas Yeo and Pruksa Iamthongthong Abrdn China A Share Equity Fund Yes September 2023 Nick Martin & Dominic Evans Polar Capital Global Insurance Fund No September 2023 Mark Williams & Kumar Pandit MI Somerset Emerging Markets Dividend Growth Fund No
To view meetings from 2012 – 2022