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.
Date Fund Manager / Fund Specialist Fund January 2019 Nigel Ashfield Time Commercial Freehold Fund February 2019 Tom May and Dr Russ Bubley Atlantic House Defined Returns Fund March 2019 Daniel Lockyer and Ben Conway MI Hawksmoor Vanbrugh Fund March 2019 Richard Hodges Nomura Global Dynamic Bond Fund March 2019 Ben Leyland JOHCM Global Opportunities Fund March 2019 Diversified Multi Asset Team ASI Diversified Growth Fund March 2019 Alex Savvides JOHCM UK Dynamic Fund March 2019 James Thomson Rathbone Global Opportunities Fund March 2019 Multi Asset Team L&G Multi-Asset Target Return Fund March 2019 Nick Price Fidelity Emerging Markets Equity Fund March 2019 Linden Thomson AXA Framlington Biotech Fund March 2019 Jonathan Pines Hermes Asia ex Japan Fund March 2019 Gary Greenberg Hermes Global Emerging Markets Fund March 2019 Chris Taylor Neptune Japan Opportunities Fund March 2019 Toby Nangle Threadneedle Dynamic Real Return Fund March 2019 Dhananjay Phadnis Fidelity Emerging Asia Fund March 2019 John Stopford and Jason Borbora Investec Diversified Income Fund March 2019 Andrew Harman First State Diversified Growth Fund March 2019 Richard Elmslie, Nick Langley, Shane Hurst and David Maywald Legg Mason IF RARE Global Infrastructure Income Fund March 2019 David Coombs Rathbone Enhanced Growth Portfolio Fund March 2019 Alex Smitten Schroder Sterling Corporate Bond Fund March 2019 Alexander Uhlmann and Michael Frikin Invesco UK Enhanced Index Fund April 2019 Darryl Lucas Barings Global Dividend Champions Fund April 2019 Will Argent VT Gravis UK Infrastructure Fund April 2019 Alastair Way Aviva Emerging Market Equity Unconstrained Fund April 2019 Ian Mortimer and Matthew Page Guinness Global Innovators Fund April 2019 Ian Mortimer and Matthew Page Guinness Global Equity Income Fund April 2019 Mark Hammonds and Edmund Harriss Guinness Emerging Markets Equity Income Fund April 2019 Raj Shant, Yuko Takano and Jeff Munro Newton Sustainable Global Equity Fund April 2019 Mike Sell Alquity Indian Subcontinent Fund April 2019 Paul Spencer and Richard Bullas Franklin UK Smaller Companies Fund April 2019 Mike Sell Alquity Indian Subcontinent Fund April 2019 Richard Hodges Nomura Global Dynamic Bond Fund April 2019 James Clunie Jupiter Absolute Return Fund April 2019 Tom Dobell M&G Recovery Fund April 2019 Chantal Brennan and Jeremy Humphries Davy Discovery Equity Fund April 2019 Paul Smith Premier Defensive Growth Fund April 2019 Stephen Daniels and Roger Skeldon Time Social Long Income Fund April 2019 Ricardo Adrogue, Cem Karacadag and Natalia Krol Barings Emerging Markets Debt Blended Total Return Fund April 2019 William Palmer, Isabelle Irish and Michael Levy Barings Global Emerging Markets Equity Fund April 2019 Adam Avigdori and David Goldman BlackRock Income Fund April 2019 Ken Wotton and Brendan Gulston LF Gresham House UK Micro-Cap Fund April 2019 Chetan Sehgal and Andrew Ness Templeton Emerging Markets Investment Trust April 2019 Sam Vecht and Emily Fletcher BlackRock Frontiers Investment Trust April 2019 Tony DeSpirito BlackRock North American Income Investment Trust April 2019 Sam Vecht and Stefan Gries BlackRock Greater Europe Investment Trust April 2019 Global Core Team JPM Global Core Real Assets Investment Trust June 2019 Carlos Moreno and Thomas Brown LF Miton European Opportunities Fund June 2019 Alastiar Hibbert and Giles Rothbarth BlackRock European Dynamic Fund June 2019 Mike Sell Alquity Asia Fund June 2019 Various Schroder Investment Conference June 2019 Chris Taylor Neptune Japan Opportunities Fund June 2019 Aaron Grehan and Michael McGill Aviva Investors Emerging Markets Bond Fund June 2019 Arun Daniel, Thorston Becker and Vincent Rivers JOHCM US Small Mid Cap Equity Fund June 2019 Martin Cholwill Royal London UK Equity Income Fund June 2019 Mary McQuillen and Derek Deutsch Legg Mason ClearBridge US Equity Sustainable Leaders Fund September 2019 Krace Zhou and Kristian Heugh Morgan Stanley Asia Opportunity Fund September 2019 Anthony Srom Fidelity Asia Pacific Opportunities Fund September 2019 Graeme Clark, Alison Porter and Richard Clode Janus Henderson Global Technology Fund September 2019 John Pattullo and Jenna Barnard Janus Henderson Strategic Bond Fund October 2019 Ben Ritchie, Angus Tester and Kurt Cruickshank ASI Europe ex UK Equity Fund October 2019 Mike Riddell and Kacper Brzezniak Allianz Strategic Bond Fund October 2019 Asia Pacific Equity Team ASI China A Share Equity Fund October 2019 Sam Vecht and Stefan Gries BlackRock Greater Europe Investment Trust October 2019 Edward Kuczma and Sam Vecht BlackRock Latin American Investment Trust October 2019 Darryl Lucas Barings Global Dividend Champions Fund October 2019 Mike Fox Royal London Sustainable Leaders Fund October 2019 Hideo Shiozumi Legg Mason IF Japan Equity Fund October 2019 William Lock and Bruno Paulson Morgan Stanley Global Brands Fund October 2019 Mark Asquith MI Somerset Emerging Markets Discovery Fund October 2019 David Tovey and Stefan Gries BlackRock European Absolute Alpha Fund October 2019 Tiffany Hsiao Matthews China Small Companies Fund October 2019 Carlos Moreno and Thomas Brown Miton European Opportunities Fund November 2019 S. Joyce Li, Yu Zhang, Sherwood Zhang and Robert Horrocks Matthews Asia – Asia ex Japan Dividend Fund November 2019 Mike Sell Alquity Asia Fund November 2019 Various Fidelity Asia Conference 2019
To view meetings from 2012 – 2018