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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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- abrdn
- Aegon Asset Management
- Aikya Investment Management
- Allianz Global Investors
- 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
- Carmignac
- Columbia Threadneedle Investments
- Comgest
- Dimensional Fund Advisors
- Dodge & Cox
- Downing Fund Managers
- EdenTree Investment Management
- Evenlode Investment
- Federated Hermes Limited
- Fidelity International
- First Sentier Investors
- Franklin Templeton Investments
- Fulcrum Asset Management
- Fundsmith
- GAM Fund Management
- 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
- Lord Abbett
- M&G Investments
- Man Group
- 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
- Tellworth
- Trium Capital
- Troy Asset Management
- UBP Asset Management
- UBS Asset Management
- Unicorn Asset Management
- Vanguard Asset Management
- Veritas Asset Management
- Vontobel Asset Management
- Waverton Investment Management
- Waystone Management (UK) Ltd
- Wellington Asset Management
- Wheb Asset Management
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Fund Name
- All
- 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 Platform 1 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 Platform 1 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 Emerging Markets I Share Class GBP
- Allianz Gilt Yield I Inc
- Allianz Index-Linked Gilt W Inc GBP
- Allianz Strategic Bond C Inc
- 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 Global Sustainable Managed Z Acc
- AXA Framlington UK Mid Cap Z Acc
- AXA Framlington UK Select Opportunities ZI Acc
- AXA Global Short Duration Bond Z GBP Inc
- 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 Multi Asset Growth B1 Acc
- Baillie Gifford Positive Change B Acc
- Baillie Gifford Shin Nippon PLC
- Baillie Gifford Strategic Bond B Inc
- Barings EM Debt Blended Total Return C GBP Dist
- Barings Europe Select Trust I GBP Inc
- BGF European Special Situations D2 EUR
- BlackRock Continental European Income D Inc GBP
- BlackRock European Absolute Alpha Fund D Acc GBP
- BlackRock European Dynamic FD Accumulating GBP
- BlackRock Gold & General D Acc
- BlackRock MyMap 3 D Acc GBP
- BlackRock MyMap 4 D Acc GBP
- BlackRock MyMap 5 D Acc GBP
- BlackRock MyMap6 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 Real Return Inst W Acc
- Brown Advisory Global Leaders B GBP Dis
- Brown Advisory US Mid-Cap Growth B GBP Acc
- 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
- Dimensional European Value GBP Acc
- Dodge & Cox Worldwide Global Stock GBP Acc
- Dodge & Cox Worldwide US Stock GBP
- Edentree Resp and Sust Short Dated Bond ClassB Inc
- ES River and Mercantile European Fund B Acc GBP
- ES River and Mercantile UK Alpha Fund B Acc GBP
- ES River and Mercantile UK Recovery Fund B Inc GBP
- ES River and Mercantile UK SmrCos Fd B Acc GBP
- Federated Hermes Asia ex-Japan Eq F GBP Acc
- Federated Hermes Impact Opps Eq F GBP Acc
- Fidelity Asia W Acc
- 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 Dividend W Inc
- Fidelity Short Dated Corporate Bond Fund W Inc
- Fidelity Special Situations W Acc
- Fidelity Special Values PLC
- Fidelity Sustainable MoneyBuilder Income W Inc GBP
- Fidelity UK Smaller Companies Fund W Accumulation
- Finsbury Growth & Income Trust PLC
- First Sentier Gbl Listed Infr B Inc GBP
- First Sentier Responsible Listed Infr E Dist GBP
- FP Carmignac European Leaders A Accumulation GBP
- FP WHEB Sustainability C Acc
- FSSA Asia Focus B Acc GBP
- FSSA Greater China Growth B Acc GBP
- FSSA Japan Focus 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 Sustainable Equity I Accumulation
- GAM Star Continental European Equity Inst Acc GBP
- GAM Star Japan Leaders GBP Z Acc
- Goldman Sachs EMs Eq Pf R GBP
- GS Green Bnd ShrtDur-I CapGBP(HGi)
- GS Green Bond-I Cap 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 Accumulation C
- HSBC UK Gilt Index Fund Inc C
- HSBC US Multi-Factor Equity Inst A Acc
- IFSL Evenlode Global Income B GBP Inc
- IFSL Evenlode Income B Inc
- Invesco Asia Trust PLC
- 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 Fund Z QD 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 Idx Linked Gilt Idx (UK) D GBP 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 Inc 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 GBP
- JPM Emerging Markets Income C Acc
- JPM Europe Dynamic ex-UK C Acc
- JPM Global Bond Opps Sustainable C Dist GBP Hedged
- JPM Global Macro Opportunities C Net Acc
- JPM Multi-Asset Income C Inc
- JPM Unconstrained Bond C Gross Inc
- JPM US Equity Income C Inc
- JPMorgan Global Emerging Markets Income Trust PLC
- Jupiter Asian Income Fund I-Class Income
- Jupiter Corporate Bond Fund I Class Inc
- Jupiter Global Value Equity Fund I Acc
- 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 UK Special Situations I Acc
- Keystone Positive Change Investment Trust Plc
- L&G Fut Wld ESG Europe Ex UK Index I GBP Acc
- L&G Fut Wld ESG North America Index I GBP Acc
- L&G Future World ESG Emerging Markets Idx I Acc
- L&G FW ESG Asia Pacific Index Fund I GBP Acc
- L&G FW ESG Japan Index 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 Fut Wld ESG Developed Index I Acc
- Legal & General Future World ESG UK Index 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 I Inc
- Liontrust Special Situations I Inc
- 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 Sust Future Mthly Inc Bond B Gross Inc
- Liontrust Sustainable Future Corporate Bond 2 Inc
- Liontrust Sustainable Future Global Growth 2 Acc
- Liontrust Sustainable Future Managed Growth 2 Acc
- Liontrust UK Growth Fund I Inc
- Liontrust UK Smaller Companies Fund I Acc
- Lord Abbett Climate Focused Bond IF GBP Acc Hdg
- 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 Global Floating Rate High Yield GBP I-H Inc
- M&G Optimal Income Sterling I Inc
- M&G Strategic Corporate Bond Sterling I Inc
- 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
- M&G UK Inflation Linked Corporate Bond I Acc
- Man GLG Income Professional Acc C GBP
- Man GLG Japan CoreAlpha Professional Acc C GBP
- Man GLG Sterling Corporate Bond Fund Inst Acc F
- Man GLG Undervalued Assets Professional Acc C GBP
- MI TwentyFour Monument Bond I Inc Gross
- Monks Investment Trust PLC
- Neuberger Berman Uncorr Strategies GBP P Acc Hgd
- Ninety One Global Environment Fund I Acc GBP
- Ninety One UK Sustainable Equity 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 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 Global Growth C Acc
- Premier Miton Multi-Asset Monthly Income Fd C Inc
- 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 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 Pfolio S Acc
- Rathbone Multi-Asset Strategic Growth Ptfl S Acc
- Rathbone Multi-Asset Total Return Ptfl S Acc
- Redwheel Global Emerging Markets R 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
- Ruffer Investment Company Ltd
- Schroder Asian Alpha Plus Fund Class Z Acc GBP
- Schroder Asian Income Z Inc
- Schroder AsiaPacific Fund PLC
- Schroder Global Cities Real Estate Class Z Acc GBP
- Schroder Global Energy Transition Z Acc
- 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 Inv Asia Pcific Ldrs Sustinblty B Acc GBP
- Stewart Investor European (ex UK)Sust Fd B GBP Acc
- Stewart Investors Asia Pacific Sust. B Acc GBP
- Stewart Investors Indian Subconti Sust. B Acc GBP
- Stewart Investors WW Sust. B Acc GBP
- Storebrand Global ESG Plus LUX B GBP Acc
- SVM UK Opportunities B
- 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 C Acc
- T. Rowe Price Global Impact Credit Fund C Acc GBP
- The City of London Investment 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 GBP Acc
- TM Redwheel Global Equity Income R Inc GBP
- TM Tellworth UK Smaller Companies F GBP Acc
- 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 Dis
- 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 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 UK All Share Index Unit Trst GBP Acc
- 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 SRI European Stock GBP Acc
- 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 Government Bond Index GBP Inc
- Vanguard UK Inflation Linked Gilt Index GBP Inc
- Vanguard UK Investment Grade Bond 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
- VT Downing European Unconstrained Income A Inc
- Waverton Multi-Asset Income P GBP
- Waverton Sterling Bond P GBP
- Wellington Global Impact Bond S GBP Acc Hdg
- Wellington Global Impact GBP S Unhdg
- WS Amati UK Listed Smaller Companies B Acc
- WS Havelock Global Select A Acc
- WS Lightman European R Acc GBP
- 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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- Responsible A
- Responsible AA
- Responsible AAA
- Responsible Positive Prospect
- Responsible Recommended
- Responsible Suspended
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- Absolute Return Bond USD
- Alternative Equity Market Neutral
- Bond Emerging Markets Global HC
- Bond EUR
- Bond EUR Short Term
- Bond Global GBP
- Bond Other
- Bond USD
- Equity Asia Pacific ex Japan
- Equity Emerging Mkts Global
- Equity Europe
- Equity Global
- Equity Japan
- Equity Japan Sm&Mid Cap
- Equity Sector Information Tech
- Equity Theme - Infrastructure
- Equity UK
- Equity UK Income
- Equity UK Sm&Mid Cap
- Equity US Sm&Mid Cap
- IA Asia Pacific Excluding Japan
- IA China/Greater China
- IA Commodities and 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 Emerging Markets
- IA Global Emerging Markets Bond - Blended
- 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 Cos
- 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 & Telecoms
- IA UK All Companies
- IA UK Equity Income
- IA UK Gilt
- 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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