Below is a list of the funds we use in our mainstream portfolios and those under review. The funds under review could be added to the portfolios in the future. This list is regularly monitored and may change in the future:

Diversifying Assets

Panel Funds

Federated Hermes Unconstrained Credit Fund, Nomura Global Dynamic Bond Fund, Schroder Global Cities Fund, TR Property, 3i Infrastructure, FP Foresight Global Real Infrastructure Fund, VT Gravis Clean Energy Fund, AHFM Defined Returns Fund, JPM Global Macro Opportunities Fund, Rathbone Enhanced Growth Portfolio Fund

Review Funds

7IM Total Return Fund, Abrdn Listed Private Capital Fund, AHFM Total Return Fund, Amati Strategic Metals Fund, Artemis Strategic Bond Fund, AXA Framlington Global Strateguc Bond Fund, JPM Core Real Assets Investment Trust, Templeton Legg Mason IF Rare Global Infrastructure Fund

UK

Panel Funds

Standard Life UK Smaller Companies Trust, AXA Framlington UK Smaller Companies Fund, Premier UK Growth Fund and VT Castlebay UK Equity Fund

Review Funds

Amati UK Smaller Companies Fund, Aviva UK Listed Small and Mid Cap Fund, BlackRock Smaller Companies Trust, SDL Free Spirit Fund, Schroder British Opportunities Trust, Slater Growth Fund, Tellworth Income and Growth Fund

Europe

Panel Funds

Janus Henderson European Smaller Companies Fund, LF Miton European Opportunities Fund, ASI Europe ex UK Equity Fund

Review Funds

BlackRock Greater Europe Investment Trust, Lightman European Fund

US

Panel Funds

AXA Framlington American Growth Fund, Artemis US Smaller Companies Fund, L&G US Index Trust

Review Funds

Baillie Gifford American Fund, VT De Lisle American Fund

Global / Specialist

Panel Funds

Scottish Mortgage Trust, SLI Global Smaller Companies Fund, Baillie Gifford Global Discovery Fund, Morgan Stanley Global Brands Fund, Baillie Gifford Health Innovation Fund, Montanaro Better World Fund, Polar Capital Technology Trust, NinetyOne Global Environment Fund

Review Funds

Antipodes Global Long Fund, AXA Framlington Biotech Fund, Axiom Concentrated Global Equity Fund, BlackRock Global Unconstrained Fund, Brown Advisory Global Leaders Fund, Downing Global Investors Fund, Heriot Global Fund, Guiness Global Innovators Fund, Hawksmoor Distribution Fund, International BioTech Trust, L&G Healthcare Breakthrough ETF, Ninety One Global Special Situations Fund, Overstone Global Smaller Companies Equities Fund, RWC Global Equity Income Fund, Templeton Martin Currie Global Portfolio Investment Trust, Worldwide Healthcare Trust

Asia/Emerging Markets/Frontier inc Japan, China and India

Panel Funds

MS Asia Opportunity Fund, Matthews Asia ex Japan Dividend Fund, Templeton Emerging Markets Trust, Carmignac Emerging Markets Fund, ASI China A Equity Fund, Matthews China Smaller Companies Fund, Legg Mason IF Japan Equity Fund, JPMorgan Japanese Trust

Review Funds

Aikya Global Emerging Markets Fund, Brook Emerging Markets Equity Fund, Fidelity Asia Pacific Opportunities Fund, Hermes Asia ex Japan Fund, RWC Emerging Markets Fund, Somerset Asia Income Fund, Somerset Emerging Markets Discovery Fund, Somerset Emerging Markets Small Cap Fund

Impact / Sustainable

Panel Funds

Rathbone Ethical Bond, Aegon Ethical Corporate Bond Fund, Foresight Sustainable Real Estate Securities Fund, Renewables Infrastructure, Foresight Global Real Infrastructure Fund, Civitas Social Housing, Home REIT, BNY Mellon Sustainable Real Return Fund, VT Gravis Clean Energy Fund, Premier Ethical Fund, Royal London Sustainable Leaders Trust Fund, ASI Europe UK Ethical Equity Fund, Liontrust SF European Growth Fund, Legg Mason ClearBridge UK Equity Sustainability Leaders Fund, Baillie Gifford Positive Change Fund, Ninety One Global Enviroment Fund, JOHCM Regnan Global Equity Impact Solutions Fund, Sarasin Responsible Growth Equity Fund, Mantanero Better World Fund, Impact Enviromental Markets Trust, Alquity Asia Fund, Carmignac Emerging Markets Fund

Review Funds

Abrdn Global Impact Fund, Alquity Global Impact Fund, AXA Framlington UK Sustainable Equity Fund, BNY Mellon Responsible Horizons Strategic Bond Fund, BNY Sustainable Global Dynamic Bond Fund, EdenTree Global Impact Bond Fund, EdenTree Green Future Fund, FS Responsible Listed Infrastructure Fund, Janus Henderson Global Sustainable Equity Fund, JPM Climate Change Solutions Fund, JPM Global Bond Opportunities Sustrainable Fund, JPM Global Macro Sustainable Fund, JPM US Sustainable Equity Fund, LO Natural Capital Fund, Ninety One UK Sustainable Equity Fund, Templeton Global Climate Change Fund, Vontobel Global Impact Equities Fund, Unicorn UK Ethical Fund