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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 2022. To view meetings from 2012 – 2021 click here

Responsible Investment Strategies

DateFund MangerFund Name
January 2022Francesco Conte, Yazann Romahi & Sara BellendaJPM Climate Change Solutions Fund
January 2022Charles Montanaro & Mark RogersMontanaro Better World Fund
January 2022Deidre Cooper & Graeme BakerNinety One Global Enviroment Fund
January 2022Matthew Brown & Phil ShucksmithBNY Mellon Sustainable Real Return Fund
January 2022Martyn Jones & Peter MichaelisLiontrust SF European Growth Fund
January 2022Theimo LangPolar Capital Smart Energy Fund
February 2022Bertrand Lecourt & Saurabh SharmaRegnan Sustainable Water and Waste Fund
February 2022Jamie Jenkins & Nick HendersonBMO Responsible Global Equity Fund
March 2022Matthew Brown & Phil ShucksmithBNY Mellon Sustainable Real Return Fund
March 2022Neil BirrellPremier Miton Diversified Sustainable Fund
March 2022Paul BrainBNY Mellon Sustainable Global Dynamic Bond Fund
March 2022Xavier Hovasse & Haiyan Li-LabbeFP Carmignac Emerging Markets Fund
March 2022William Sutcliffe, Kirsty Gibson, Kate Fox, Julia Angeles & Lee QianBaillie Gifford Positive Change Fund
March 2022Rebecca Myatt & Peter MeanyFirst Sentier Responsible Listed Infrastructure Fund
March 2022Adam Whiteley & Shaun Casey BNY Mellon Responsible Horizons Strategic Bond Fund
April 2022Charlie Thomas & Tom FitzgeraldEdentree Green Future Fund
April 2022Mary McQuillen & Derek Deutsch Legg Mason ClearBridge US Equity Sustainability Leaders Fund
April 2022 Charles Montanaro & Mark RogersMontanaro Better World Fund

Mainstream Strategies

DateFund ManagerFund Name
January 2022Investment TeamHeriot Global Fund
January 2022Nick ClayTM RWC Global Equity Income Fund
January 2022Douglas Brodie, Luke Ward & Svetlana VitevaBaillie Gifford Global Discovery Fund
January 2022Jeffrey AthertonGLG Japan CoreAlpha Fund
January 2022Jonathan PinesFederated Hemeres Asia ex Japan Fund
January 2022Linden Thomson & Peter HughesAXA Framlington Biotech Fund
January 2022Julia Angeles, Marina Record & Rose NguyenBaillie Gifford WW Health Innovation Fund
January 2022Charles Hamieh & Daniel ChuFTF ClearBridge Global Infrastructure Income Fund
January 2022Ian Mortimer & Matthew PageGuinness Global Innovators Fund
January 2022Richard de LisleVT De Lisle America Fund
January 2022Tom May & Dr Russ Bubley AHFM Defined Returns Fund
January 2022Ashish SwarupAikya Global Emerging Markets Fund
February 2022Charlotte MeyrickAviva Investors UK Listed Small and Mid-Cap Fund
February 2022Mark Slater Slater Income Fund
February 2022Andrew Jacobson, Donald Elefson & Bradley AmoilsAxiom Concentrated Global Growth Fund
February 2022Mike Riddell, Joe Pak & Ravin SeeneevassenAllianz Strategic Bond Fund
February 2022Alessandro Dicorrado & Steve WoolleyNinety-One Global Special Situations Fund
February 2022 Keith Ashworth-LordCFP SDL UK Buffettology Fund
February 2022Nick Evans and Ben RogoffPolar Capital Global Technology Fund
February 2022Shrenick Shah, Josh Berelowitz & Benoit LanctotJPM Global Macro Opportunities Fund
March 2022David MacNeil & David RidlandVT Castlebay UK Equity Fund
March 2022Stefan Gries & Sam VechtBlackRock Greater Europe Investment Trust
March 2022Mark Williams & Carolyn ChanSomerset Asia Income Fund
March 2022Mike Riddell, Joe Pak & Ravin SeeneevassenAllianz Strategic Bond Fund
March 2022Mark SlaterSlater Growth Fund
March 2022Benji Dawes & Jon HudsonPremier Miton UK Growth Fund
March 2022John Baker, Jonathan Ingram & Blake CrawfordJPMorgan Europe Dynamic Fund
March 2022Dan HarlowAXA Framlington UK Smaller Companies Fund
March 2022Dickie HodgesNomura Global Dynamic Bond Fund
March 2022Daniel Lockyer & Ben ConwayMI Hawksmoor Distribution Fund
April 2022Zehrid OsmaniMartin Currie Global Portfolio Investment Trust
April 2022Chetan Sehgal & Andrew NessTempleton Emerging Markets Investment Trust
April 2022Martin Lau, Winston Ke, & Helen ChanFSSA Greater China Growth Fund
April 2022 Carlos Moreno & Thomas BrownPremier Miton European Opportunities Fund
April 2022Andrew ListerAbrdn Listed Private Capital Fund
April 2022Helge Skibeli & Sam WitherowJPM Global Equity Income Fund
April 2022Gary Robinson, Tom Slater, Kirsty Gibson & Dave BujnowskiBaillie Gifford American Fund
April 2022Georges Lequime & Mark SmithTB Amati Strategic Metals Fund
April 2022Bruno Poulson, Vladmir Demine, Marcus Watson, WIlliam Lock, Nic Sochovsky, Nathan Wong, Alex Gabriele, Richard Perrott, Helena Miles & Fei TengMorgan Stanley Funds (UK) Global Brands Fund

To view meetings from 2012 – 2021 click here

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