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, AHFM Total Return Fund and Premier Miton Strategic Monthly Income Bond Fund
UK
Panel Funds
Standard Life UK Smaller Companies Trust, AXA Framlington UK Smaller Companies Fund, Vanguard FTSE UK All Share Index, JOHCM UK Dynamic Fund and VT Castlebay UK Equity Fund
Review Funds
Tellworth UK Income and Growth Fund, CFP SDL Free Spirit Fund and Premier UK Growth Fund
Europe
Panel Funds
Janus Henderson European Smaller Companies Fund, LF Miton European Opportunities Fund, ASI Europe ex UK Equity Fund
US
Panel Funds
AXA Framlington American Growth Fund, Artemis US Smaller Companies Fund, L&G US Index Trust, First Trust US Large Cap Core Alpha ETF
Review Funds
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, International Biotechnology Trust, Polar Capital Technology Trust, NinetyOne Global Environment Fund
Review Funds
Worldwide Healthcare Trust, Heriot Global Fund, Fundsmith, Axiom Concentrated Global Equity Fund, Guinness Global Innovators Fund, RWC Global Equity Income Fund, Montanaro Better World Fund and VT Downing Global Investors Fund
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
RWC Emerging Markets Fund