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Talking Factsheets focus on funds drawn from our Rated, Recommended and Positive Prospects fund lists combining Square Mile’s independent, qualitative fund research with user-friendly video content. Talking Factsheets provide you with the opportunity to see and hear Square Mile’s fund analysts giving first-hand, expert perspectives on the funds.

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Fund Management Group
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- aberdeen Investments
- abrdn
- Aegon Asset Management
- Aikya Investment Management
- Alliance Bernstein
- Amati Global Investors
- Artemis Fund Managers
- Aubrey Capital Management
- Aviva Investors
- AXA Investment Managers
- Baillie Gifford & Co
- Baring Fund Managers
- BlackRock
- BNY Mellon
- Brooks Macdonald
- Brown Advisory
- Capital International Management Company SARL
- Carmignac
- CCLA INVESTMENT MANAGEMENT LIMITED
- Colchester Global Investors (Dublin) Management Limited
- Columbia Threadneedle Investments
- Comgest
- Dimensional Fund Advisors
- Dodge & Cox
- Downing Fund Managers
- Dunn Capital
- EdenTree Investment Management
- Evenlode Investment
- Federated Hermes Limited
- Fidelity International
- First Sentier Investors
- Franklin Templeton Investments
- Fulcrum Asset Management
- Fundsmith
- GMO
- Goldman Sachs Asset Management
- Guiness Asset Management
- Havelock
- HSBC Global Asset Management
- Invesco Asset Management
- Janus Henderson Investors
- JO Hambro Capital Management
- JP Morgan Asset Management
- Jupiter Asset Management
- Lazard Asset Management
- Legal & General Investment Management
- Lindsell Train
- Liontrust Asset Management
- M&G Investments
- Man Group
- Mirabaud Asset Management (Europe) S.A.
- Montanaro Asset Management
- Morant Wright
- Natixis Investment Managers
- Neuberger Berman Asset Management
- Ninety One Fund Managers
- Pictet Asset Management
- PIMCO Europe
- Polar Capital
- Premier Miton
- Principal Global Investors
- Rathbones Asset Management
- RBC BlueBay Asset Management
- Redwheel
- River Global Investors
- Royal London Asset Management
- Ruffer
- Schroder Investment Management
- Storebrand
- T. Rowe Price
- Trium Capital
- Troy Asset Management
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- abrdn Asia Pacific ex-Japan Eq Tracker Fund B Acc
- abrdn Gl Inflation-Linked Bond Tracker Fund B Acc
- abrdn Global Corporate Bond Screened Tracker B Inc
- abrdn Global Government Bond Tracker Fund B Acc
- abrdn Global Smaller Companies Fund Inst Acc
- abrdn LF (Lux) - Sterling X-2 Acc
- abrdn Short Dated Gl Corp Bd Tracker Fund B Acc
- abrdn Short Dated Gl Infl-Linked Bd Tracker B Acc
- abrdn Sterling Corporate Bond Tracker Fund B Acc
- abrdn UK Smaller Companies Fund Inst Acc
- Abrdn UK Smaller Companies Growth Trust PLC
- ACMAF Aubrey Global Emerging Mkts Opp RC1 GBP C
- Aegon Diversified Monthly Income GBP B Inc
- Aegon Ethical Cautious Managed Fund GBP B Acc
- Aegon Ethical Equity Fund GBP B Acc
- Aegon European ABS Fund GBP I Hgd Inc
- Aegon High Yield Bond Fund GBP B Inc
- Aegon Strategic Bond Fund GBP B Inc
- Aikya Global EM Fund - UCITS I GBP UnH Voting Acc
- Artemis Corporate Bond I Inc GBP
- Artemis Global Income I Inc GBP
- Artemis Income I Dis GBP
- Artemis SmartGARP Global Em Mkts Equity I Acc GBP
- Artemis UK Special Situations I Acc GBP
- Artemis US Select I Acc GBP
- Artemis US Smaller Companies I Acc GBP
- 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
- AXA Framlington UK Mid Cap Z Acc GBP
- AXA Framlington UK Select Opportunities ZI Acc GBP
- AXA Global Short Duration Bond Z GBP Inc
- AXA Global Sustainable Managed Z Acc GBP
- AXA Sterling Credit Short Duration Bd Z Inc Gross
- Baillie Gifford Global Alpha Growth B Acc
- Baillie Gifford Japan Trust PLC
- Baillie Gifford Japanese B Acc
- Baillie Gifford Japanese Smaller Companies B Acc
- Baillie Gifford Positive Change B Acc
- Baillie Gifford Shin Nippon PLC
- Baillie Gifford Strategic Bond B Inc
- Barings Europe Select Trust I GBP Inc
- BGF European Special Situations Fund D2 EUR
- BlackRock Continental European Inc D Inc GBP
- BlackRock European Absolute Alpha Fund D Acc GBP
- BlackRock European Dynamic FD Accumulating GBP
- BlackRock Gold and General Fund Class D Acc GBP
- BlackRock MyMap 3 Fund D Acc GBP
- BlackRock MyMap 4 Fund D Acc GBP
- BlackRock MyMap 5 Fund D Acc GBP
- BlackRock MyMap 6 Fund D Acc GBP
- BlackRock Smaller Companies Trust PLC
- BlackRock UK Smaller Companies Fund D Acc GBP
- BlueBay Impact-Aligned Bond G GBP (QIDiv)
- BNY Mellon FutureLegacy 3 Inst W Acc
- BNY Mellon FutureLegacy 4 Inst W Acc
- BNY Mellon FutureLegacy 5 Inst W Acc
- BNY Mellon FutureLegacy 6 Inst W Acc
- BNY Mellon FutureLegacy 7 Inst W Acc
- BNY Mellon Japan Small Cap Eq Focus W GBP
- BNY Mellon Long-Term Global Equity Inst W Acc
- BNY Mellon Multi-Asset Balanced Inst W Acc
- BNY Mellon Multi-Asset Growth Inst W Acc
- BNY Mellon Multi-Asset Income Inst W Inc
- BNY Mellon Multi-Asset Moderate Inst W Acc
- BNY Mellon Real Return Inst W Acc
- Brown Advisory Global Leaders B GBP Dis
- Brown Advisory US Mid-Cap Growth B GBP Acc
- Capital Group New Perspective (LUX) Z GBP
- CCLA Better World Global Equity Acc Class C
- Comgest Growth Europe Ex UK GBP SU Acc
- Comgest Growth Europe Smaller Companies EUR I Acc
- Comgest Growth Japan GBP U Acc
- CT European Select Z Acc GBP
- CT Global Social Bond Fund Z Acc GBP
- CT High Yield Bond Z Inc GBP
- CT Managed Equity & Bond Z Acc GBP
- CT Managed Equity Focused Z Acc GBP
- CT Managed Equity Z Acc GBP
- CT UK Social Bond Z Inc GBP
- CT Universal MAP Adventurous C Acc
- CT Universal MAP Balanced C Acc
- CT Universal MAP Cautious C Acc
- CT Universal MAP Defensive C Acc
- CT Universal MAP Growth C Acc
- Dimensional Emerging Markets Value GBP Acc
- Dimensional European Value GBP Acc
- Dodge & Cox Worldwide Fds plc Globl Stock GBP Acc
- Dodge & Cox Worldwide Fds plc U.S. Stock GBP Acc
- Edentree Short Dated Bond ClassB Inc
- Federated Hermes Asia ex-Japan Eq F GBP Acc
- Fidelity Asia W Acc
- Fidelity China Special Situations PLC
- Fidelity Emerging Markets Fund W ACC
- Fidelity Enhanced Income W Inc
- Fidelity European Trust PLC
- Fidelity European W Acc
- Fidelity Index Emerging Markets P Acc
- Fidelity Index Europe ex UK P Acc
- Fidelity Index Japan P Acc
- Fidelity Index Pacific exJapan P Acc
- Fidelity Index UK P Acc
- Fidelity Index US P Acc
- Fidelity Index World P Acc
- Fidelity MoneyBuilder Corporate Bond W Inc GBP
- Fidelity MoneyBuilder Dividend W Inc
- Fidelity Short Dated Corporate Bond Fund W Inc
- Fidelity Special Situations W Acc
- Fidelity Special Values PLC
- Fidelity UK Smaller Companies Fund W Accumulation
- Finsbury Growth & Income Trust PLC
- First Sentier Gbl Listed Infr B Inc GBP
- FP Carmignac European Leaders A Accumulation GBP
- FP WHEB Sustainability Impact Fund C Acc (GBP)
- FSSA Asia Focus B Acc GBP
- FSSA Greater China Growth B Acc GBP
- FTF ClearBridge Gbl Infrastructure inc W inc GBP
- FTGF Brandywine Glo Fxd Inc X Cap GBP
- FTGF ClearBridge US Eq Sust Lds X GBP Acc
- Fulcrum Thematic Equity Mkt Neutral Fd F GBP-H Cap
- Fundsmith Equity I Acc
- Fundsmith Stewardship I Accumulation
- GMO Quality Investment Fund Class GBP
- Goldman Sachs EMs Eq Pf R GBP
- GS Green Bnd ShrtDur-I CapGBP(HGi)
- GS Green Bond-R Cap GBP (HG i)
- GS Sov Green Bond-R Dis GBP (HG i)
- Guinness Global Equity Income Y GBP Dist
- Guinness Sustainable Energy Y GBP Acc
- HSBC American Index Accumulation C
- HSBC European Index Fund Class Acc C
- HSBC FTSE 100 Index Fund Class Accumulation C
- HSBC FTSE 250 Index Fund Class Accumulation C
- HSBC FTSE All Share Index Acc C
- HSBC FTSE ALL World Index C Acc
- HSBC Global Strategy Adventurous Portfolio C Acc
- HSBC Global Strategy Balanced Port Acc C
- HSBC Global Strategy Cautious Portfolio Acc C
- HSBC Global Strategy Conservative Portfolio Acc C
- HSBC Global Strategy Dynamic Portfolio Acc C
- HSBC Japan Index Fund Accumulation C
- HSBC Pacific Index Acc C
- HSBC UK Gilt Index Fund Inc C
- HSBC US Multi-Factor Equity Inst A Acc
- IFSL Evenlode Global Equity B Acc
- IFSL Evenlode Global Income B GBP Inc
- IFSL Evenlode Income B Inc
- Invesco Asia Dragon Trust plc
- Invesco Asian (UK) Z Acc
- Invesco Bond Income Plus Limited
- Invesco Corporate Bond (UK) Z Inc
- Invesco Distribution (UK) Z Inc
- Invesco Monthly Income Plus (UK) Z Inc
- Invesco Sterling Bond Fund Z GBP QD
- Invesco Tactical Bond (UK) Z Inc
- iShares 100 UK Equity Index (UK) D Acc
- iShares 350 UK Equity Index (UK) D Acc
- iShares Continental European Equity Index(UK)D Acc
- iShares Corporate Bond Index (UK) D Inc GBP
- iShares Emerging Markets Equity Index (UK)DAcc GBP
- iShares Index Linked Gilt Index (UK) D Acc GBP
- iShares Japan Equity Index (UK) D Acc GBP
- iShares Mid Cap UK Equity Index (UK) D Acc GBP
- iShares North American Equity Index (UK) D Acc GBP
- iShares Overseas Govt Bond Index (UK) D Acc GBP
- iShares Pacific ex Japan Equity Index UK D Acc GBP
- iShares UK Equity Index Fund (UK) D Acc GBP
- iShares UK Gilts All Stocks Index (UK) D Inc GBP
- iShares US Equity Index (UK) D GBP Acc
- Janus Henderson Absolute Return I Acc
- Janus Henderson Fixed Interest Monthly Inc I Inc
- Janus Henderson Global Responsible Managed I Acc
- Janus Henderson Global Sustainable Equity I Acc
- Janus Henderson Strategic Bond I Inc
- JOHCM Management UK Growth A GBP
- JPM Emerging Markets Income C Acc
- JPM Europe Dynamic ex-UK C Acc
- JPM Europe Eq Absolute Alpha C perf Dist GBP H
- JPM Global Bond Opps Sustainable C Dist GBP Hedged
- JPM Global Macro Opportunities C Net Acc
- JPM Japan C Net Acc
- JPM Unconstrained Bond C Gross Inc
- JPM US Equity Income C Inc
- JPMorgan Global Emerging Markets Income Trust PLC
- JPMorgan Japanese Investment Trust PLC
- Jupiter Asian Income Fund I-Class Inc
- Jupiter Corporate Bond I Inc
- Jupiter Japan Income Fund I Acc
- Jupiter Merian Asia Pacific Fund I GBP Acc
- Jupiter Merian Global Equity Fund I GBP Acc
- Jupiter Merian North American Eq Fd I GBP Acc
- Jupiter Merlin Balanced I Acc GBP
- Jupiter Merlin Conservative Select I Acc
- Jupiter Merlin Growth Portfolio I Class Acc
- Jupiter Merlin Income Portfolio I Inc
- Jupiter Strategic Absolute Rtn Bd I GBP Hdg Acc
- Jupiter UK Dynamic Equity I Acc
- L&G Fut Wld ESG Tilted and Opt Dvlp Idx Fd I Acc
- L&G Fut Wld ESG Tilted and Opti UK Idx Fund I Acc
- L&G FW ESG Tilted and Opt APac Idx Fund I GBP Acc
- L&G FW ESG Tilted and Opt EM Idx I Acc
- L&G FW ESG Tilted and Opt Eur Ex UK Idx I GBP Acc
- L&G FW ESG Tilted and Opt Japan Index I GBP Acc
- L&G FW ESG Tilted and Opt N Am Ix I GBP Acc
- Lazard Emerging Markets Fund A Acc GBP
- Legal & General All Stocks Gilt Index I Inc
- Legal & General All Stocks Idx Link Gilt I Acc
- Legal & General Cash I Acc
- Legal & General European Index I Acc
- Legal & General Global Real Est Dividend Idx I Acc
- Legal & General International Index I Acc
- Legal & General Japan Index I Acc
- 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
- Legal & General Pacific Index I Acc
- Legal & General Sh Dated GBP Corp Bond Index I Inc
- Legal & General Sterling Corporate Bond Idx I Inc
- Legal & General UK 100 Index I Acc
- Legal & General UK Index I Acc
- Legal & General UK Mid Cap Index I Acc
- Legal & General US Index I GBP Acc
- Liontrust European Dynamic Fund I Inc
- Liontrust Special Situations Fund I Inc
- Liontrust Sust Future Cautious Managed 2 Inc
- Liontrust Sust Future Defensive Managed 2 Inc
- Liontrust Sust Future Monthly Inc Bond B Inc
- Liontrust Sustainable Future Corporate Bond 2 Inc
- Liontrust Sustainable Future Global Growth 2 Acc
- Liontrust Sustainable Future Managed Fund 6 Acc
- Liontrust Sustainable Future Managed Growth 2 Acc
- Liontrust UK Growth Fund I Inc
- Liontrust UK Smaller Companies Fund I Acc
- M&G Corporate Bond I Inc
- M&G Emerging Markets Bond Sterling I-H Inc
- M&G Episode Income I Inc
- M&G Global Dividend Fd Sterling Cls I Inc shares
- M&G Optimal Income Sterling I Inc
- M&G Positive Impact GBP I Acc
- M&G Strategic Corporate Bond Sterling I Inc
- M&G UK Inflation Linked Corporate Bond I Acc
- Man Dynamic Income I H GBP
- Man Global Investment Grade Opps I H GBP
- Man Income Professional Acc C GBP
- Man Japan CoreAlpha Professional Acc C GBP
- Man Sterling Corp Bond Fund Professional Acc C
- Man Undervalued Assets Professional Acc C GBP
- MI TwentyFour Monument Bond I Gross Inc
- Mirabaud - Sustainable Global Dividend D dist GBP
- Monks Investment Trust PLC
- MontLake DUNN WMA Inst UCITS GBP Inst A Pooled
- Neuberger Berman Uncorr Strategies GBP P Acc Hgd
- Ninety One Global Environment Fund I Acc GBP
- Pacific Assets Trust PLC
- Personal Assets Trust PLC
- Pictet-Global Environmental Opportunities-IdyGBP
- PIMCO GIS Climate Bd Inst Cl GBP Hgd Acc
- PIMCO GIS Low Dur Opp Inst GBP Hgd Acc
- PIMCO GIS Mortgage Opps Inst GBP Hgd Inc
- Polar Capital Global Insurance Class I GBP F Acc
- Polar Capital Global Technology I GBP
- Polar Capital Technology Trust plc
- Premier Miton Cautious Multi Asset B Acc
- Premier Miton Diversified Balanced Growth D Acc
- Premier Miton Diversified Cautious Growth D Acc
- Premier Miton Diversified Dynamic Growth D Acc
- Premier Miton Diversified Growth D 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
- Premier Miton Multi-Asset Distribution C Inc
- Premier Miton Multi-Asset Monthly Income C Income
- Premier Miton Tellworth UK Smaller Companies F Acc
- Premier Miton UK Growth C Inc
- Principal GI Fin Uncon EM Fx Inc I Acc GBPH
- Pyrford Global Total Return Sterling B GBP Acc
- Rathbone Ethical Bond Inst Inc
- Rathbone Global Opportunities I Acc
- Rathbone Greenbank Dfns Growth Portfolio S ACC
- Rathbone Greenbank Dynamic Growth Portfolio S ACC
- Rathbone Greenbank Strg Growth Portfolio S ACC
- Rathbone Greenbank Total Return Portfolio S 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
- Redwheel Global Emerging Markets R GBP
- Redwheel Next Generation EMs Equity R GBP
- Regnan Global Equity Impact Solutions A Accu
- RGI UK Alpha Fund B Acc GBP
- RGI UK Listed Smaller Companies B Acc GBP
- RGI UK Recovery Fund B Inc GBP
- Royal London Asia Pacific exJapan EquityTilt ZAcc
- Royal London Index Linked M Inc
- Royal London Japan Equity Tilt Z Acc
- Royal London Short Duration Gilts M Inc
- Royal London Sustainable Leaders Trust C Acc
- Royal London Sustainable World Trust C Acc
- Royal London UK Broad Equity Tilt Z Acc
- Royal London UK Core Equity Tilt Z Acc
- Royal London UK Government Bond M Inc
- Ruffer Investment Company Ltd
- Schroder Asian Alpha Plus Fund Class Z Acc GBP
- Schroder Asian Income Z Inc
- Schroder AsiaPacific Fund PLC
- Schroder Global Alternative Energy Fund Z Acc GBP
- Schroder Global Cities Real Estate Z Acc GBP
- Schroder Global Sust Value Equity Z Acc GBP
- Schroder Income Fund Class Z Income GBP
- Schroder Income Maximiser Class Z Income GBP
- Schroder Managed Balanced I Acc
- Schroder Oriental Income Fund Limited
- Schroder Recovery Fund Class Z Accumulation GBP
- Schroder Strategic Credit Fund Class Z Inc GBP
- Schroder US Equity Inc Maximiser Z Inc
- Stewart Investors APac All Cap Fund B (Acc) GBP
- Stewart Investors APac Leaders Fund B Acc GBP
- Stewart Investors Indian Sc All Cap Fd B Acc GBP
- Stewart Investors Wldwd All Cap Fund B (Acc) GBP
- Stewart Investrs Eupn (ex UK) All Cap Fd B Acc GBP
- Storebrand Global ESG Plus LUX B GBP Acc
- SVS AllianceBernstein Sustainable US Eq I Acc GBP
- SVS Cornelian Cautious D Acc
- SVS Cornelian Defensive D Acc
- SVS Cornelian Growth Accumulation D
- SVS Cornelian Managed Growth D Acc
- SVS Cornelian Progressive Acc D
- T. Rowe Global Focused Growth Equity Fund C Acc
- T. Rowe Global Impact Credit Fund C Acc
- The City of London Investment Trust PLC
- The Colchester Local Markets Bd R GBP Unhgd Acc
- The Diverse Income Trust PLC
- The Mercantile Investment Trust PLC
- TM Fulcrum Diversified Core Absolute Rtn C Acc GBP
- TM Natixis Loomis Sayles U.S. Eq Leaders N/A GBP
- TM Redwheel Global Equity Income R Inc GBP
- TR Property Investment Trust PLC
- Trium ESG Emissions Improvers Class F GBP Shares
- Trojan Ethical Income O Inc
- Trojan Ethical X Acc
- Trojan Income X Inc
- Trojan X Accumulation
- TwentyFour Corporate Bond GBP Dist
- UBAM - Positive Impact Emerging Equity KC GBP
- UBS S&P 500 Index C Acc
- Vanguard Emerging Markets Stock Index GBP Acc
- Vanguard ESG Developed Europe Index GBP Acc
- Vanguard ESG Developed Wld All Cap Eq Idx GBP Acc
- Vanguard FTSE 100 Index Unit Trust GBP Acc
- Vanguard FTSE Dvlp Eu ex-U.K. Eq Idx GBP Acc
- Vanguard FTSE Dvlpd World ex-UK Eq Index GBP Acc
- Vanguard FTSE U.K. All Share Idx Unit Tst GBP Acc
- Vanguard FTSE UK Equity Income Index GBP Inc
- Vanguard Global Bond Index GBP Hedged Dist
- Vanguard Global Corporate Bond Index GBP Hgd Dist
- Vanguard Global Short-Term Bond Index GBP Hgd Dist
- Vanguard Global ShortTm Corp Bd Idx GBP Hdg Acc
- Vanguard Global Small-Cap Index GBP Acc
- Vanguard Japan Stock Index GBP Acc
- Vanguard LifeStrategy 100% Equity Acc
- Vanguard LifeStrategy 20% Equity Gross Acc
- Vanguard LifeStrategy 40% Equity A GBP Acc
- Vanguard LifeStrategy 60% Equity Acc
- Vanguard LifeStrategy 80% Equity Acc
- Vanguard Pacific Ex-Japan Stock Index GBP Acc
- Vanguard U.K. Government Bond Index GBP Dist
- Vanguard U.K. Investment Grade Bond Index GBP Dist
- Vanguard U.K. ShTrm Invt Grd Bd Idx GBP Dist
- Vanguard U.S. Equity Index GBP Acc
- Vanguard U.S. Government Bond Index GBP Hgd Dist
- Vanguard UK Inflation Linked Gilt Index GBP Inc
- Vanguard UK Long Duration Gilt Index GBP Inc
- Veritas Asian A GBP
- Vontobel Fd TwentyFour AbsRetCr Fd N GBP Acc
- Vontobel Fd TwentyFour Strat Inc Fd AQN GBP
- Vontobel Fd TwentyFour Sust ST Bd Inc AN GBP
- VT Downing European Unconstrained Income A Inc
- Waverton Multi-Asset Income P GBP
- Waverton Sterling Bond P GBP
- Wellington Global Impact Bond GBP S AccH
- Wellington Global Impact GBP S AccU
- WS Amati UK Listed Smaller Companies B Acc
- WS Havelock Global Select A Acc
- WS Lindsell Train North American Equity GBP Acc
- WS Lindsell Train UK Equity Acc
- WS Montanaro Better World A Sterling Accumulation
- WS Montanaro UK Income A Sterling Income
- WS Morant Wright Nippon Yield B Inc
- WS Ruffer Diversified Return I Acc
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- Absolute Return Bond USD
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- Alternative Long/Short Equity Europe
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- Bond EUR
- Bond EUR Short Term
- Bond Global EUR
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- Bond Other
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- IA Asia Pacific Excluding Japan
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- IA Europe Excluding UK
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- IA European Smaller Companies
- IA Financials and Financial Innovation
- IA Flexible Investment
- IA Global
- IA Global Corporate Bond
- IA Global Emerging Markets
- IA Global Emerging Markets Bond - Blended
- IA Global Emerging Markets Bond - Local Currency
- IA Global Equity Income
- IA Global Government Bond
- IA Global Inflation Linked Bond
- IA Global Mixed Bond
- IA India/Indian Subcontinent
- IA Infrastructure
- IA Japan
- IA Mixed Investment 0-35% Shares
- IA Mixed Investment 20-60% Shares
- IA Mixed Investment 40-85% Shares
- IA North America
- IA North American Smaller Companies
- IA Property Other
- IA Short Term Money Market
- IA Specialist
- IA Specialist Bond
- IA Sterling Corporate Bond
- IA Sterling High Yield
- IA Sterling Strategic Bond
- IA Targeted Absolute Return
- IA Technology and Technology Innovation
- IA UK All Companies
- IA UK Equity Income
- IA UK Gilts
- IA UK Index Linked Gilts
- IA UK Smaller Companies
- IA Unclassified
- IA USD Government Bond
- IA Volatility Managed
- Mixed Asset GBP Flexible
- Money Market GBP
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How advisers might go about identifying a suitable passive fund?

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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SM Inv Funds

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Talking Multi-Asset With Simon Nichols From BNY Mellon

Why UK Equities Deserve Investors’ Attention This St George’s Day and Beyond?

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