Risk Funds

Fund Management Group
- All
- Aviva Investors UK Fund Services Limited
- Evelyn Partners Fund Solutions Ltd
- HSBC Global Asset Management (UK) Ltd
- Legal & General (Unit Trust Managers) Ltd
- Liontrust Fund Partners LLP
- M & G Securities Ltd
- Premier Portfolio Managers Limited
- Rathbone Unit Trust Management Limited
- SEI Investments Global Limited
- Zurich Assurance Ltd
CLEAR SEARCH

Fund Name
- All
- Aviva Investors Multi-asset Core I Class 2 Acc
- Aviva Investors Multi-asset Core II Class 2 Acc
- Aviva Investors Multi-asset Core III Class 2 Acc
- Aviva Investors Multi-asset Core IV Class 2 Acc
- Aviva Investors Multi-asset Core V Class 2 Acc
- 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 Acc C
- HSBC Global Strategy Conservative Portfolio Acc C
- HSBC Global Strategy Dynamic Portfolio Acc C
- Legal & General Multi-Index 3 I Acc
- Legal & General Multi-Index 4 I Acc
- Legal & General Multi-Index 5 I Acc
- Legal & General Multi-Index 6 I Acc
- Legal & General Multi-Index 7 I Acc
- Liontrust Sust Future Cautious Mgd GBP 2 Net Inc
- Liontrust Sust Future Defensive Mgd GBP 2 Net Inc
- Liontrust Sust Future Managed GBP 6 Net Acc
- Liontrust Sustainable Future Global Growth 2 Acc
- Liontrust Sustainable Future Managed Growth 2 Acc
- M&G Sustnbl Multi Asset Bal Strlng I Acc
- M&G Sustnbl Multi Asset Cautious Strlng I Acc
- M&G Sustnbl Multi Asset Gth Strlng I Acc
- Premier Miton Liberation No. IV C Acc
- Premier Miton Liberation No. V C Acc
- Premier Miton Liberation No. VI C Acc
- Premier Miton Liberation No. VII C Acc
- Rathbone Multi Asset Defensive Growth Ptfl S Acc
- Rathbone Multi Asset Dynamic Growth Ptfl S Acc
- Rathbone Multi Asset Enhanced Growth Ptfl S Acc
- Rathbone Multi Asset Strategic Growth Ptfl S Acc
- Rathbone Multi Asset Total Return Ptfl S Acc
- SEI Conservative GBP Wealth A Dist
- SEI Core GBP Wealth A Dist
- SEI Defensive GBP Wealth A Dist
- SEI Growth GBP Wealth A Dist
- SEI Moderate GBP Wealth A Dist
- 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
- The SEI Aggressive GBP Wealth A Dist
- The SEI Balanced GBP Wealth A Dist
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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