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 click here

Responsible Investment Strategies

DateFund ManagerFund Name
February 2021Benji Dawes and Jon HudsonPremier Miton Ethical Fund
February 2021Tom Crockford and Mohsin AhmadRegnan Global Equity Impact Solutions Fund
February 2021Sarah Norris and Iain HewittASI Europe ex UK Ethical Fund
February 2021Craig Bonthron, Neil Goddin, Jonathan Parsons and Ryan SmithArtemis Positive Future Fund
February 2021Amit Mehta and John CitronJPM Emerging Markets Sustainable Equity Fund
March 2021Giles Money, Jeremy Thomas and Alex BibaniSarasin Responsible Global Equity Fund
March 2021Zehrid OsmaniMartin Currie Global Portfolio Investment Trust
March 2021Marnie Aragon-Uy and Cynthia CanoAlquity Global Impact Fund
March 2021Mark Hargreaves and Amanda O’TooleAXA WF Clean Economy Fund
March 2021Dominic Byrne and Sarah NorrisStandard Lufe Investments Global SICAV II Global Equity Impact Fund
March 2021Duncan GoodwinPremier Miton Global Sustainable Optimum Fund
April 2021Martin ToddFederated Hermes Sustainable Global Equity Fund
April 2021Connie Luecke and Steven WittwerVontobel Duff and Phelps Global Listed Infrastructure Fund
April 2021Mike FoxRoyal London Global Sustainable Equity Fund
May 2021Charles Montanaro and Mark RogersMontanaro Better World Fund
May 2021Deidre Cooper and Graeme BakerNinety-One Global Environment Fund
May 2021Tim Crockford and Mohsin AhmadRegnan Global Equity Impact Solutions Fund
July 2021Elena TedescoVontobel Fund II – Global Impact Equities
July 2021Will ArgentVT Gravis Clean Energy Fund
September 2021Bertrand Lecourt and Saurabh Sharma Regnan Sustainable Water and Waste Fund
September 2021Phoebe StoneVerus Sustainable Balanced Fund
September 2021Shrenick Shah, Josh Berelowitz and Benoit LanctotJPM Global Macro Sustainable Fund
September 2021Nick Scullion, Mark Brennan and Eric BrightFP Foresight Sustainable Real Estate Securities Fund
September 2021Hamish Chamberlayne and Aaron ScullyJanus Henderson Global Sustainable Equity Fund
September 2021Francesco Conte, Yazann Romahi and Sara BellendaJPM Climate Change Solutions Fund
September 2021Mike SellAlquity Asia Fund
October 2021Amanda O’Toole & Mark HargreavesAXAWF ACT Framlington Clean Economy Fund
October 2021 Xavier Hovasse and Haiyan Li-LabbeFP Carmignac Emerging Markets Fund
November 2021Dominic Walker, Chris McVey and Richard Power FP Octopus UK Future Generations Fund
November 2021Maarten Bloemen, Herbert J Arnett Jr, Craig Cameron & Tina SadlerTempleton Global Climate Change Fund
November 2021Tim Crockford & Mohsin AhmadRegnan Global Equity Impact Solutions Fund
November 2021Mary McQuillen & Derek DeutschLegg Mason ClearBridge US Equity Sustainability Leaders Fund
November 2021Mike Sell and Marnie UyAlquity Future World Fund

Mainstream Strategies

DateFund ManagerFund name
February 2021Alex SavvidesJOHCM UK Dynamic Fund
February 2021Derek Stuart and Andy GrayArtemis UK Special Situations Fund
February 2021Ed Legget and Ambrose FaulksArtemis UK Select Fund
February 2021Andrew Jacobson and Donald ElefsonAxiom Concentrated Global Growth Fund
February 2021Nathan Wong and Alex GabrieleMorgan Stanley Funds (UK) Global Brands Fund
February 2021Giles ParkinsonAviva Investors Global Endurance Fund
February 2021Gary Robinson, Tom Slater, Kirsty Gibson and Dave BujnowskiBaillie Gifford American Fund
February 2021Anthony EatonVT Downing Global Investors Fund
February 2021Stephen Harker, Neil Edwards and Jeffrey AthertonGLG Japan CoreAlpha Fund
February 2021Andrew VaughanCFP SDL Free Spirit Fund
February 2021Dara WhiteThreadneedle Global Emerging Markets Equity Fund
February 2021Andrew Jacobson and Bradley AmoilsAxiom Global Equity Fund
February 2021Richard de LisleVT De Lisle America Fund
March 2021Kirsty Desson and Harry NimmoASI Global Smaller Companies Fund
March 2021Polen CapitalAmundi Funds – Polen Capital Global Growth Fund
March 2021GO ETF Solutions LLPL&G Hydrogen Economy UCITS ETF
March 2021 Gordon FraserBFM Emerging Markets Fund
March 2021Mark Heslop and Mark NicholsJupiter European Fund
March 2021Mark Heslop and Philip MacartneyJupiter European Smaller Companies Fund
March 2021Real Return Team7IM Real Return Fund
March 2021Dickie HodgesNomura Global Dynamic Bond Fund
March 2021Amit LodhaFidelity Global Focus Fund
March 2021Alexander Wright and Jonathan WintonFidelity Special Situations Fund
March 2021Dan HarlowAXA Framlington UK Smaller Companies Fund
March 2021Chris St JohnAXA Framlington UK Mid-Cap Fund
March 2021Charles Hamieh and Daniel ChuLegg Mason IF RARE Global Infrastructure Income Fund
March 2021Mark Hargreaves and Amanda O’TooleAXA Framlington Global Thematics Fund
March 2021Chantal Brennan and Jeremy HumphriesDavy Discovery Equity Fund
March 2021Alan Rowsell and Imogen HarrisPremier Miton Global Smaller Companies Fund
March 2021Chetan Sehgal and Andrew NessTempleton Emerging Markets Investment Trust
April 2021Angel Agudo and Ashish BhardwajFidelity American Special Situations Fund
April 2021Michel Salden and Kerstin HottnerVontobel Commodity Fund
April 2021Di Yao and Neil P DesaiPutnam Global Technology Fund
April 2021Amit LodhaFidelity Global Focus Fund
April 2021Dickie HodgesNomura Global Dynamic Bond Fund
April 2021David MacNeil and David RidlandVT Castlebay UK Equity Fund
April 2021Robert Marshall-LeeBrook Emerging Markets Equity Fund
May 2021Alban Lhonneur, George Gay, Marcus Phayre-Mudge and Jo ElliottTR Property Trust
May 2021Chris Hamieh and Daniel ChuLegg Mason IF RARE Global Infrastructure Income Fund
May 2021George Luckraft and Simon YoungAXA Framlington Monthly Income Fund
May 2021George Luckraft and Simon YoungAXA Framlington UK Equity Income Fund
May 2021Andrew SwanMan GLG Asia (ex Japan) Equity Fund
May 2021Alessandro Dicorrado and Steve WoolleyNinety-One UK Special Situations Fund
May 2021Allesandro Dicorrado and Steve WoolleyNinety-One Global Special Situations Fund
May 2021Nick Brand, John Yakas and George BarrowPolar Capital Global Financials Trust
May 2021James Davidson and Jacob de Tusch-LecArtemis Global Income Fund
May 2021Adrian Frost, Nick Shenton and Andy MarshArtemis Income Fund
May 2021Jeremy GleesonAXA Framlington Global Technology Fund
June 2021Paul NivenF&C Investment Trust
June 2021Andrew Jackson & Fraser LundieFederated Hermes Unconstrained Credit Fund
June 2021James Anderson, Tom Slater and Lawrence BurnsScottish Mortgage
June 2021Matthew Norris, William Argent and Nick BarkerVT Gravis Digital Infrastructure Income Fund
June 2021Giles ParkinsonAviva Investors Global Equity Endurance Fund
July 2021Chetan Sehgal & Andrew NessTempleton Emerging Markets Investment Trust
July 2021Dickie HodgesNomura Global Dynamic Bond Fund
July 2021Tim Creed & Rory BatemanSchroder British Opportunities Ltd
July 2021Rory PoweMan GLG Continental European Growth Fund
July 2021Ian Mortimer & Matthew PageGuinness Global Equity Income Fund
July 2021Ian Mortimer & Matthew PageGuinness Global Innovators Fund
July 2021Zehrid OsmaniMartin Currie Global Portfolio Investment Trust
July 2021Henry DixonMan GLG Undervalued Assets Fund
September 2021Richard de LisleVT De Lisle America Fund
September 2021Harry FraserOverstone UCITS Smaller Companies Fund
September 2021Anthony EatonVT Downing Global Investors Fund
September 2021Richard HodgesNomura Global Dynamic Bond Fund
September 2021Nick ClayTM RWC Global Equity Income Fund
September 2021Rob BurnettLF Lightman European Fund
September 2021Keith Ashworth-LordCFP SDL Free Spirit Fund
September 2021Ian Mortimer & Matthew PageGuinness Global Innovators Fund
October 2021Juan ValenzuelaArtemis Strategic Bond Fund
October 2021Nathan Wong & Alex Gabriele Morgan Stanley Funds (UK) Global Brands Fund
October 2021Roland ArnoldBlackRock Smaller Companies Trust
October 2021Nick Evans and Ben RogoffPolar Capital Global Technology Fund
October 2021David CoombsRathbone Enhanced Growth Portfolio Fund
October 2021Alaistair HibbertBlackRock Global Unconstrained Equity Fund
October 2021Mark BarnettTellworth UK Income and Growth Fund
October 2021Andrew Jacobson, Donald Elefson & Bradley Amoils Axiom Concentrated Global Growth Fund
October 2021Benji Dawes & Jon HudsonPremier Miton UK Growth Fund
October 2021Hideo ShiozumiFTF Martin Currie Japan Equity Fund
October 2021Michael Dillon and Bertie ThomsonBrown Advisory Global Leaders Fund
November 2021Investment TeamHeriot Global Fund
November 2021Tom Boyle, Tom May and Clive HaleAHFM Total Return Fund
November 2021Investment Team7IM Real Return Fund
November 2021Lloyd Harris & Simon PriorPremier Miton Strategic Monthly Income Bond Fund
November 2021Sven Borho & Trevor PolischukWorldwide Healtchare Ord
November 2021Will JamesPremier Miton European Equity Income Fund
November 2021Dickie HodgesNomura Global Dynamic Bond Fund
November 2021John MalloyRWC Global Emerging Markets Fund
November 2021Mark HawtinGAM Star Disruptive Growth Fund
November 2021Abby Glennie & Amanda YeamanAbrdn UK Mid-Cap Equity Fund
November 2021Kunjal Gala Federated Hermes GEMs SMID Equity Fund
November 2021Mark SlaterSlater Income Fund

To view meetings from 2012 – 2020 click here