Below is a list of the funds we use 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
Vanguard Global Bond Index Fund, Nomura Global Dynamic Bond Fund, First State Global Property Security Fund, TR Property, 3i Infrastructure, Legg Mass IF Rare Global Infrastructure Income Fund, AHFM Defined Returns Fund, First State Dividend Growth Fund, Rathbone Enhanced Growth Portfolio Fund
Review Funds
Lord Abbett Multi Sector Income 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
Review Funds
VT Castlebay UK Equity Fund
Europe
Panel Funds
Janus Henderson European Smaller Companies Fund, Schroder European Alpha Income Fund, Baillie Gifford European Fund, Artemis European Opportunities Fund
Review Funds
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
Legg Mason Clearbridge US Dynamic Leaders Fund
Global / Specialist
Panel Funds
Artemis Global Income Fund, M&G Global Dividend Fund, Scottish Mortgage Trust, Schroder Global Recovery Fund, SLI Global Smaller Companies Fund, AXA Framlington BioTech
Review Funds
Baillie Gifford Global Discovery Fund, Morgan Stanley Global Brands Fund, Barings Global Dividend Champions Fund, International Biotechnology Trust, Polar Capital Technology Trust
Asia/Emerging Markets/Frontier inc Japan, China and India
Panel Funds
Alquity Asia Trust, Liontrust Asia Income Fund, Hermes Asia ex-Japan Equity Fund, Templeton Emerging Markets Trust, Hermes Global Emerging Markets Fund, BlackRock Frontiers Trust, Utilico Emerging Markets Trust, Neptune Japan Opportunities Fund, JPMorgan Japanese Trust
Review Funds
MS Asia Opportunity Fund, Matthews Asia ex Japan Dividend Fund, Fidelity Asia Pacific Opportunities Fund, MI Somerset EM Discovery Fund, ASI China A Equity Fund, Matthews China Smaller Companies Fund, Legg Mason IF Japan Equity Fund, Amundi Funds SBI FM India Equity Fund