Talking Factsheets

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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
- All
- abrdn Fund Managers Limited
- abrdn Investments Luxembourg S.A.
- Aegon Asset Management
- Allianz Global Invtrs GmbH(UK)
- Amati Global Investors Limited
- Artemis Fund Managers Limited
- Aviva Investors UK Fd Serv Ltd
- AXA IM UK
- Baillie Gifford & Co Ltd
- Baring Fund Managers Limited
- Baring Intl Fund Mgr (Ire) Ltd
- BlackRock
- BlackRock (Luxembourg) S.A.
- BlueBay Asset Management
- BNY Mellon Fund Management (Luxembourg) S.A.
- BNY Mellon Fund Managers Ltd
- Brooks Macdonald Asset Management Limited
- Brown Advisory LLC
- Carmignac Gestion
- Comgest Asset Management International Limited
- Dimensional Ireland Limited
- Dodge & Cox WorldwideFunds Plc
- EdenTree Investment Management
- Embark Investments Limited
- Evenlode Investment Management Limited
- Federated Hermes
- Fidelity International (FIL Invt Svcs UK Ltd)
- First Sentier Investors (IE)
- First Sentier Investors (UK)
- Franklin Temp Intnl Serv SARL
- Franklin Templeton Fund Mgt Ltd
- FSSA IM (First Sentier Investors) (UK)
- Fulcrum Asset Management
- FundRock Management Company S.A.
- FundRock Partners Ltd
- Fundsmith
- GAM Fund Management Ltd
- Goldman Sachs Asset Management B.V.
- Goldman Sachs Asset Management Fund Services Ltd
- Guinness Asset Management Ltd
- Havelock London Ltd
- HSBC Gbl Asset Mgt (HSBC Inv)
- Invesco Fund Managers Ltd
- Invesco Management S.A.
- Janus Henderson Global Investors Ltd
- JO Hambro Capital Management
- JP Morgan Asset Management UK
- JPMorgan Asset Mgmt (Europe) S.a r.l.
- Jupiter Unit Trust Mgrs Ltd
- Lazard Fund Managers
- Legal & General UT Mgr Ltd
- Lindsell Train
- Link Fund Solutions Ltd
- Liontrust
- M&G UK
- Man Fund Management UK Limited
- Matthews Asia
- Montanaro Asset Management Limited
- Natixis Investment Managers
- Neuberger Berman Europe Ltd
- Ninety One Fund Managers UK Limited
- Pictet Asset Management (Europe) S.A.
- PIMCO Global Advisors(IRL) Ltd
- Polar Capital
- Premier Miton Investors
- Principal Global Investors (Ireland) Limited
- Pyrford International
- Rathbone Unit Trust Mgmt Ltd
- River & Mercantile Asset Management
- RLUM (CIS) Ltd
- Royal London Unit Tst Mgrs Ltd
- Ruffer LLP
- RWC Partners
- Sarasin Investment Funds Ltd
- Schroder UT Managers
- SEI Global Assets Fund PLC
- Stewart Investors (First Sentier Investors) (UK)
- SVM Asset Management Ltd
- T. Rowe Price UK Limited
- Thesis Unit Trust Mgmt Ltd
- Threadneedle Investment Services Limited
- TM Fulcrum Asset Management
- Trium Ireland Limited
- Troy Asset Management Ltd
- TwentyFour Asset Management LLP
- TwentyFour Global Inv Fds PLC
- UBS Asset Mgmt Funds Ltd
- Unicorn Asset Management
- Union Bancaire Privee
- Valu-Trac Investment Management
- Vanguard Group (Ireland) Limited
- Vanguard Investments UK Limited
- Veritas Asset Mgmt LLP
- Vontobel Asset Management S.A.
- Waverton Investment Management
- Wellington Management Funds
CLEAR SEARCH

Fund Name
- All
- Aberdeen Standard Liquidity (Lux) - Sterling X-2 Acc
- abrdn Europe ex UK Income Equity Ret Platform 1 Inc GBP
- abrdn Global Corporate Bond Tracker B Inc
- abrdn Global Inflation Linked Bond Platform 1 Acc GBP
- abrdn Global Inflation-Linked Bond Tracker B Acc
- abrdn Global Smaller Companies Ret Platform 1 Acc GBP
- abrdn Short Dated Global Corporate Bond Tracker B Acc
- abrdn Short Dated Global Inflation-Linked Bond Tracker B Acc
- abrdn Short Duration Global Inflation-Linked Bond Platform 1 Acc GBP
- abrdn Sterling Corporate Bond Tracker B Acc
- abrdn UK Smaller Companies Ret Platform 1 Acc GBP
- Aegon Diversified Monthly Income B Inc
- Aegon Ethical Cautious Managed B Acc
- Aegon Ethical Equity B Acc
- Aegon European ABS I Hedged Inc GBP
- Aegon Strategic Bond B Inc
- Allianz Gilt Yield I Inc
- Allianz Index-Linked Gilt W Inc
- Allianz Strategic Bond C
- Artemis Corporate Bond I Inc GBP
- Artemis Global Income I Inc
- Artemis Income I Inc
- Artemis UK Special Situations I Acc
- Artemis US Select I Acc GBP
- Artemis US Smaller Companies I Acc GBP
- 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
- Aviva Inv UK Listed Equity Income 2
- AXA Framlington Global Sustainable Managed Fund Z Acc
- AXA Framlington UK Mid Cap Z Acc
- AXA Framlington UK Select Opportunities ZI Acc
- AXA Global Short Duration Bonds Z Inc
- AXA Sterling Credit Short Duration Bond Z Gr Inc
- Baillie Gifford Global Alpha Growth B Acc
- Baillie Gifford High Yield Bond B Inc
- Baillie Gifford Japanese B Acc
- Baillie Gifford Japanese Income Growth B Inc
- Baillie Gifford Japanese Smaller Companies B Acc
- Baillie Gifford Multi Asset Growth B1 Acc
- Baillie Gifford Positive Change B Acc
- Baillie Gifford Strategic Bond B Inc
- Baring Emerging Market Debt Blended Total Return C Dis GBP
- Barings Europe Select Trust I Inc GBP
- BlackRock BGF European Special Situations D2 EUR
- BlackRock Continental European Income D Inc
- BlackRock European Absolute Alpha D Acc
- BlackRock European Dynamic FD Acc
- BlackRock Gold & General D Acc
- BlueBay Impact-Aligned Bond G QIDiv GBP
- BNY Mellon Global Dynamic Bond Income W Inst Inc
- BNY Mellon Global Dynamic Bond Institutional W Inc GBP
- BNY Mellon Japan Small Cap Equity Focus W GBP
- BNY Mellon Long Term Global Equity Inst W Acc GBP
- BNY Mellon Multi-Asset Balanced Inst W Acc
- BNY Mellon Real Return Inst W Acc
- BNY Mellon Sustainable Global Dynamic Bond Inst W Inc
- Brown Advisory US Mid-Cap Growth B Acc GBP
- Comgest Growth Europe ex UK SU Acc GBP
- Comgest Growth Europe Smaller Companies I Acc EUR
- Comgest Growth Japan U Acc GBP
- CT European Select ZNA GBP
- CT High Yield Bond ZNI 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 ZNI GBP
- Dimensional European Value Acc GBP
- Dodge & Cox Global Stock Acc GBP
- Dodge & Cox US Stock Acc GBP
- EdenTree Responsible and Sustainable Short Dated Bond B
- EdenTree Responsible and Sustainable UK Equity B
- 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
- ES R&M UK Alpha B Acc
- ES R&M UK Listed Smaller Companies B Acc
- ES R&M UK Recovery B Inc
- Federated Hermes Asia ex-Japan Equity F Acc GBP
- Federated Hermes Impact Opportunities Equity F Acc GBP
- Fidelity Asia W Acc
- Fidelity Emerging Markets W Acc
- Fidelity Enhanced Income W Inc
- Fidelity European W Acc
- Fidelity Extra Income W
- Fidelity Index Emerging Markets P Acc
- Fidelity Index Europe ex UK P Acc
- Fidelity Index Japan P Acc
- Fidelity Index Pacific ex Japan P Acc
- Fidelity Index UK P
- Fidelity Index US P
- Fidelity Index World P
- Fidelity Moneybuilder Dividend W Inc GBP
- Fidelity Multi Asset Income W Inc
- Fidelity Short Dated Corporate Bond W Inc
- Fidelity Special Situations W Acc
- Fidelity Sustainable MoneyBuilder Income W Dis GBP
- Fidelity UK Smaller Companies W Acc
- First Sentier Global Listed Infrastructure B Inc GBP
- First Sentier Responsible Listed Infrastructure E Inc GBP
- FP Carmignac European Leaders A Acc
- FP WHEB Sustainability C Acc
- FSSA Asia Focus B Acc GBP
- FSSA Greater China Growth B GBP Acc
- FSSA Japan Focus B Acc GBP
- FTF ClearBridge Global Infrastructure Income W Inc GBP
- FTGF Brandywine Global Fixed Income X Acc GBP
- FTGF ClearBridge US Equity Sustainability Leaders X Acc GBP
- Fundsmith Equity I Acc
- Fundsmith Sustainable Equity I Acc
- GAM Star Continental European Equity Inst Acc GBP
- GAM Star Japan Leaders Z Acc GBP
- GS Emerging Markets Equity Portfolio R GBP
- GS Green Bond I Acc GBP
- GS Green Bond Short Duration I Hedged i Cap GBP
- Guinness Global Equity Income Y Dis GBP
- Guinness Sustainable Energy Y Acc GBP
- HSBC American Index C Acc
- HSBC European Index C Acc
- HSBC FTSE 100 Index C Acc
- HSBC FTSE 250 Index C Acc
- HSBC FTSE All Share Index C Acc
- HSBC FTSE All World Index C 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
- HSBC Japan Index C Acc
- HSBC Pacific Index C Acc
- HSBC UK Gilt Index C Inc
- Invesco Asian (UK) Z Acc
- Invesco Corporate Bond (UK) Z Inc
- Invesco Distribution (UK) Z Inc
- Invesco Monthly Income Plus (UK) Z Inc
- Invesco Sterling Bond Z-QD Inc GBP
- 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
- iShares Emerging Markets Equity Index (UK) D Acc
- iShares Index Linked Gilt Index (UK) D Acc
- iShares Japan Equity Index (UK) D Acc
- iShares Mid Cap UK Equity Index (UK) D Acc
- iShares North American Equity Index (UK) D Acc
- iShares Overseas Government Bond Index (UK) D Acc
- iShares Pacific ex Japan Equity Index (UK) D Acc
- iShares UK Equity Index (UK) D Acc
- iShares UK Gilts All Stocks Index (UK) D Inc
- iShares US Equity Index (UK) D Acc
- Janus Henderson Absolute Return I Acc
- Janus Henderson Fixed Interest Monthly Income I Inc
- Janus Henderson Global Equity Income I Inc
- Janus Henderson Global Responsible Managed I Acc
- Janus Henderson Global Sustainable Equity I Acc
- Janus Henderson Strategic Bond I Inc
- JOHCM UK Growth A
- JPM Emerging Markets Income C Acc
- JPM Europe Dynamic Ex UK C Acc
- JPM Global Bond Opportunities Sustainable C Hedged Dis GBP
- JPM Global Macro Opportunities C Acc
- JPM JPM Unconstrained Bond C Gr Inc
- JPM Multi Asset Income C Inc
- JPM US Equity Income C Inc
- Jupiter Asian Income I Inc
- Jupiter Corporate Bond I Inc
- Jupiter Japan Income I Acc
- Jupiter Merian Asia Pacific I Acc
- Jupiter Merian Global Equity I Acc GBP
- Jupiter Merian North American Equity I Acc GBP
- Jupiter Merlin Balanced Portfolio I Acc
- Jupiter Merlin Conservative Select I Acc
- Jupiter Merlin Growth Portfolio I Acc
- Jupiter Merlin Income Portfolio I Inc
- Jupiter UK Special Situations I Acc
- L&G All Stocks Gilt Index Trust I Inc
- L&G All Stocks Index Linked Gilt Index Trust I Acc
- L&G Cash Trust I Acc
- L&G European Index Trust I Acc
- L&G Future World ESG Developed Index I Acc
- L&G Future World ESG UK Index I Acc
- L&G FW ESG Asia Pacific Index I Acc GBP
- L&G FW ESG Emerging Market Index I Acc GBP
- L&G FW ESG Europe Ex UK Index I Acc GBP
- L&G FW ESG Japan Index I Acc GBP
- L&G FW ESG North America Index I Acc GBP
- L&G International Index Trust I Acc
- L&G Japan Index Trust I 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
- L&G Pacific Index Trust I Acc
- L&G Short Dated Sterling Corporate Bond Index I Inc
- L&G Sterling Corporate Bond Index I Inc
- L&G UK 100 Index Trust I Acc
- L&G UK Index Trust I Acc
- L&G UK Mid Cap Index I Acc
- L&G UK Property I Acc
- L&G US Index Trust I Acc
- Lazard Emerging Markets A Acc GBP
- LF Havelock Global Select A Acc
- LF Lindsell Train UK Equity Acc
- LF Montanaro Better World A Acc
- LF Montanaro UK Income A Inc
- LF Morant Wright Nippon Yield B
- LF Ruffer Diversified Return I Acc
- Liontrust European Dynamic I Inc
- Liontrust Special Situations I Inc
- Liontrust Sustainable Future Cautious Managed 2 Inc
- Liontrust Sustainable Future Corporate Bond 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
- Liontrust Sustainable Future Monthly Income Bond B Gr Inc
- Liontrust UK Equity X Acc GBP
- Liontrust UK Growth I Inc
- Liontrust UK Smaller Companies I Acc
- M&G Corporate Bond Inst Inc GBP
- M&G Emerging Markets Bond IH Inc GBP
- M&G Episode Income I Inc GBP
- M&G Global Dividend I Inc GBP
- M&G Global Floating Rate High Yield IH Inc GBP
- M&G Optimal Income Inst Inc GBP
- M&G Strategic Corporate Bond I Inc GBP
- 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
- M&G UK Inflation Linked Corporate Bond I Acc
- Man GLG Income C Professional Acc
- Man GLG Japan Core Alpha C Professional Acc
- Man GLG Sterling Corporate Bond Institutional F Acc
- Man GLG Undervalued Assets Professional C Acc
- Matthews Pacific Tiger I Acc GBP
- Natixis Loomis Sayles U.S. Equity Leaders N/A GBP
- NB Uncorrelated Strategies P Hedged Acc GBP
- Ninety One Global Environment I
- Ninety One UK Sustainable Equity I Acc GBP
- Pictet Global Environmental Opportunities I dy GBP
- Pimco Climate Bond Inst Hedged Acc GBP
- Pimco GIS Dynamic Multi-Asset Inst Hedged Acc GBP
- Pimco Low Duration Opportunities Inst Hedged Acc GBP
- Pimco Mortgage Opportunities Inst Hedged Inc GBP
- Polar Capital Global Insurance F Acc GBP
- Polar Capital Global Technology I GBP
- Premier Miton Cautious Multi Asset B 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
- Premier Miton Multi-Asset Distribution C Inc GBP
- Premier Miton Multi-Asset Global Growth C Acc GBP
- Premier Miton Multi-Asset Monthly Income C Inc GBP
- Premier Miton UK Growth C Inc GBP
- Principal GIF Finisterre Unconstrained Emerging Markets Fixed Income I Hedged Acc GBP
- Pyrford Global Total Return (Sterling) B Acc GBP
- R&M ES River and Mercantile European B Acc
- Rathbone Defensive Growth Portfolio S Acc
- Rathbone Dynamic Growth Portfolio S Acc
- Rathbone Enhanced Growth Portfolio S Acc GBP
- Rathbone Ethical Bond Fund I Inc GBP
- Rathbone Strategic Growth Portfolio S Acc GBP
- Rathbone Total Return Portfolio S Acc GBP
- Redwheel Global Emerging Markets R Acc GBP
- Royal London Asia Pacific ex Japan Equity Tilt Z Acc
- Royal London Index Linked M Inc
- Royal London Japan Equity Tilt Z Acc
- Royal London Short Duration Gilts M Inc
- Royal London Sustainable World Trust C Acc
- Royal London UK Broad Equity Tilt Z Acc
- Royal London UK Core Equity Tilt Z Acc
- Sarasin Responsible Corporate Bond P Inc
- Schroder Asian Alpha Plus Z Acc
- Schroder Asian Income Z Inc
- Schroder Global Cities Real Estate Z Acc
- Schroder Global Energy Transition Z Acc GBP
- Schroder Income Maximiser Z Inc
- Schroder Income Z Inc
- Schroder Managed Balanced Inst Acc
- Schroder Recovery Z Acc
- Schroder Strategic Credit Z Inc
- Schroder US Equity Income Maximiser Z Inc
- 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
- Stewart Investor European (ex UK) Sustainability B Acc GBP
- Stewart Investors Asia Pacific Leaders Sustainability B Acc GBP
- Stewart Investors Asia Pacific Sustainability B GBP Acc
- Stewart Investors Indian Subcontinent Sustainability B Acc GBP
- Stewart Investors Worldwide Sustainability B Acc GBP
- Storebrand Global ESG Plus Lux B Acc GBP
- SVM UK Opportunities B
- 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
- T. Rowe Price Global Focused Growth Equity C Acc
- T. Rowe Price Global Impact Credit C Acc
- TB Amati UK Listed Smaller Companies B Acc
- TB Evenlode Global Income B Inc GBP
- TB Evenlode Income B Inc
- Thematic Equity Market Neutral F Acc GBP
- TM Fulcrum Diversified Core Absolute Return C Acc GBP
- TM Tellworth UK Smaller Companies F
- Trium ESG Emissions Improvers F GBP
- Trojan Ethical Income O Inc
- Trojan Ethical X Acc
- Trojan Income X Inc
- Trojan X Acc
- TwentyFour Absolute Return Credit N
- TwentyFour Corporate Bond Dis GBP
- TwentyFour Monument Bond I Gr Inc GBP
- TwentyFour Strategic Income Fund AQN GBP
- UBAM Positive Impact Emerging Equity KC GBP
- UBAM Positive Impact Equity KC GBP
- UBS S&P 500 Index C Acc
- Unicorn UK Ethical Income B Inc
- Unicorn UK Income B Inc
- Vanguard Emerging Markets Stock Index Acc GBP
- Vanguard ESG Developed World All Cap Equity Index Acc GBP
- Vanguard FTSE 100 Index Unit Trust Acc GBP
- Vanguard FTSE Developed Europe ex-UK Equity Index Acc GBP
- Vanguard FTSE Developed World ex-UK Equity Index Acc GBP
- Vanguard FTSE U.K. All Share Index Unit Trust A Acc GBP
- Vanguard Global Bond Index Hedged Inc GBP
- Vanguard Global Short-Term Bond Index Hedged Inc GBP
- Vanguard Global Small-Cap Index Acc GBP
- Vanguard Japan Stock Index Acc GBP
- Vanguard LifeStrategy 100% Equity A Acc
- Vanguard LifeStrategy 20% Equity A Gross Acc GBP
- Vanguard LifeStrategy 40% Equity A Acc
- Vanguard LifeStrategy 60% Equity A Acc
- Vanguard LifeStrategy 80% Equity A
- Vanguard Pacific ex-Japan Stock Index Acc GBP
- Vanguard SRI European Stock Institutional Acc GBP
- Vanguard UK Government Bond Index Inc GBP
- Vanguard UK Inflation-Linked Gilt Index Inc GBP
- Vanguard UK Investment Grade Bond Index Inc GBP
- Vanguard UK Long Duration Gilt Index Inc GBP
- Vanguard UK Short-Term Investment Grade Bond Index Inc GBP
- Vanguard US Equity Index Acc GBP
- Vanguard US Government Bond Index Hedged Inc GBP
- Veritas Asian A GBP
- VT Downing European Unconstrained Income A Inc
- Waverton Sterling Bond P GBP
- Wellington Global Impact Bond S Hedged Acc GBP
CLEAR SEARCH

OutCome
- All
- Capital Accumulation
- Capital Preservation
- Income
- Inflation Protection
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Rating
- All
- AAA
- AA
- A
- Recommended
- Positive Prospect
- Suspended
- Responsible A
- Responsible AA
- Responsible AAA
- Responsible Positive Prospect
- Responsible Recommended
- Responsible Suspended
CLEAR SEARCH

Sector
- All
- Absolute Return
- Currency - Sterling
- Equity - Emerging Markets
- Equity - Europe inc UK
- Equity - Other Specialist
- Fixed Int - Emerging Markets
- Fixed Int - EUR Investment Grade
- Fixed Int - EUR Securitised
- Fixed Int - EUR Short/ Medium Maturity
- Fixed Int - Global
- Hedge/Stru Prod - Equity
- IA Asia Pacific Excluding Japan
- IA China/Greater China
- IA Commodity/Natural Resources
- IA Europe Excluding UK
- IA Europe Including UK
- IA European Smaller Companies
- IA Financials and Financial Innovation
- IA Flexible Investment
- IA Global
- IA Global Corporate Bond
- IA Global EM Bonds - Blended
- IA Global Emerging Markets
- 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 Japanese Smaller Companies
- 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 & Technology Innovation
- IA UK All Companies
- IA UK Direct Property
- 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 - Aggressive
- Mixed Asset - Balanced
- Mixed Asset - Cautious
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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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