Risk Funds

Fund Management Group
- All
- Aviva Investors UK Fd Serv Ltd
- Brooks Macdonald Asset Management Limited
- Embark Investments Limited
- HSBC Gbl Asset Mgt (HSBC Inv)
- Legal & General UT Mgr Ltd
- Liontrust
- M&G UK
- Premier Miton Investors
- Rathbone Unit Trust Mgmt Ltd
- SEI Global Assets Fund PLC
CLEAR SEARCH

Fund Name
- All
- Aviva Inv Multi-asset Core I 2
- Aviva Inv Multi-asset Core II 2
- Aviva Inv Multi-asset Core III 2
- Aviva Inv Multi-asset Core IV 2
- Aviva Inv Multi-asset Core V 2
- Embark Horizon Multi-Asset I Z Acc
- Embark Horizon Multi-Asset II Z Acc
- Embark Horizon Multi-Asset III Z Acc
- Embark Horizon Multi-Asset IV Z Acc
- Embark Horizon Multi-Asset V Z Acc
- HSBC Global Strategy Adventurous Portfolio C Acc
- HSBC Global Strategy Balanced Portfolio C Acc
- HSBC Global Strategy Cautious Portfolio C Acc
- HSBC Global Strategy Conservative Portfolio C Acc
- HSBC Global Strategy Dynamic Portfolio C Acc
- L&G Multi-Index 3 I Acc
- L&G Multi-Index 4 I Acc
- L&G Multi-Index 5 I Acc
- L&G Multi-Index 6 I Acc
- L&G Multi-Index 7 I Acc
- Liontrust Sustainable Future Cautious Managed 2 Inc
- Liontrust Sustainable Future Defensive Managed 2 Inc
- Liontrust Sustainable Future Global Growth 2 Acc
- Liontrust Sustainable Future Managed 6 Acc
- Liontrust Sustainable Future Managed Growth 2 Acc
- M&G Sustainable Multi Asset Balanced Sterling I Acc GBP
- M&G Sustainable Multi Asset Cautious Sterling I Acc GBP
- M&G Sustainable Multi Asset Growth Sterling I Acc GBP
- Premier Miton Liberation IV C Acc GBP
- Premier Miton Liberation V C Acc GBP
- Premier Miton Liberation VI C Acc GBP
- Premier Miton Liberation VII C Acc GBP
- Rathbone Defensive Growth Portfolio S Acc
- Rathbone Dynamic Growth Portfolio S Acc
- Rathbone Enhanced Growth Portfolio S Acc GBP
- Rathbone Strategic Growth Portfolio S Acc GBP
- Rathbone Total Return Portfolio S Acc GBP
- SEI Balanced Sterling Wealth A Inc GBP
- SEI Conservative Sterling Wealth A Inc GBP
- SEI The Aggressive Sterling Wealth A Inc GBP
- SEI The Core Sterling Wealth A Inc GBP
- SEI The Defensive Sterling Wealth A Inc GBP
- SEI The Growth Sterling Wealth A Dis GBP
- SEI The Moderate Sterling Wealth A Inc GBP
- SVS Cornelian Cautious D Acc
- SVS Cornelian Defensive D Acc
- SVS Cornelian Growth D Acc
- SVS Cornelian Managed Growth D Acc
- SVS Cornelian Progressive D Acc
CLEAR SEARCH

1.	Determine which market you are looking to gain exposure to e.g. US equities, UK gilts

2.	Refer to the Square Mile Rated Funds Summary to identify rated funds in the region. Square Mile does not believe that there is a right or wrong way to track indices, however, there are subtle differences in approach. Funds can be differentiated by the precise index followed, the breadth of the provider’s range, whether stock lending is employed, domicile, trading times, swing pricing policies and/or fair pricing policies. Note that ultimately cost is a very important consideration, but all the Square Mile rated passive funds will have costs that are similar – cost differences of a few basis points are unlikely to have any material impact on performance.

3.	We expect all the rated funds to perform broadly in line with the index they track. The decision on precise choice of fund best lies with the adviser.

4.	Refer to the fact sheet on the Academy of Funds for further details on the funds. These can be retained by the adviser as part of their due diligence process.

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