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Active Funds

Remember that Smart Investor does not offer financial advice, so you must decide how to invest your money. The criteria outlined here can only help you narrow down the choice. Investing in funds is like any other type of investment. The value of your investment can fall as well as rise. You might not get back the amount you invest.

Why invest in Active funds?

Everyone wants their investments to grow and return the best results possible. So letting a professional manager with a team of research analysts behind them do it for you, is one of the most likely way to achieve this aim. With years of experience, and usually direct access to the people running the companies they invest in, fund managers are making their investment decisions with insight that few individual investors can match.

There are charges to pay for this professional management in terms of fund fees, however the hope is that these are more than offset if the fund and its investments deliver the returns the manager hopes for, although not all active funds achieve their goal of outperforming the market.

Fund sectors

Our list is made up of funds from each of the investment sectors we believe are key for building a diversified portfolio. Remember that some sectors and types of funds are higher risk than others and that the mix of different funds you use to build your portfolio will affect how exposed you are to the likely ups-and-downs of the investment markets and the global economy. Find out more about the importance of diversification.

How do we select our Active funds?

The funds we’ve chosen are ones we believe offer the potential to produce good long-term returns, and our experts are constantly monitoring them to make sure they are still the funds we want to include. Find out more on how we select our Active Funds.

Through our ongoing monitoring of the selected funds, we may decide to remove or add funds from or to the Funds List. To see changes to the list, please check our additions and removals page.

Our 13 Fund Sectors are:

Remember

It’s important to fully understand what you’re investing in, so please make sure you do your own research and, in particular, investigate the fund’s key details on the fund factpage linked from the fund name. Make sure you read the Key Investor Information Document (KIID) found there when making your decision on investing. There is also a fund factsheet that you might find useful. If you’re not sure about anything, please seek professional advice.

Ongoing cost and KIID risk scores shown are correct from the fund manager KIID documents as at July As these can change, please check the latest KIID.

Why are KIID risk score and ongoing cost important?

Fidelity Asia Fund

Ongoing cost: % / KIID risk score: 6

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  • The fund invests in companies located across the Asian Pacific Basin, excluding Japan, stretching from India and China to Indonesia and Thailand. It’s managed by Teera Chanpongsang, who joined Fidelity in and has extensive experience investing across Asian stock markets. He tries to identify companies that he believes have strong long-term growth prospects which haven’t yet been spotted by investors more widely, meaning the share price looks good value.

    The fund typically invests in the shares of around 90 companies at any one time. It’s important to appreciate that Chanpongsang’s approach is all about focussing on individual companies, rather than taking a call on how stock markets will move.

  • There are numerous funds out there that follow a similar strategy of looking for strong companies that have potential to grow their earnings at a higher rate than the market is expecting. But there are three things which we believe sets the Fidelity Asia Fund apart.

    First, Chanpongsang’s experience – he has a long and successful track record in fund management. Second, Fidelity has one of the largest teams of analysts in Asia which is critical in terms of its research capability. And finally, the team and manager have followed the same robust investment process for years. These three factors together have resulted in a formidable performance track record for investors.

  • Fidelity International was established in as the international arm of Fidelity Investments, which was founded in Boston in Fidelity is among the largest asset management firm globally. Teera Chanpongsang is has a long experience in investing in Asian equities and is supported by a team of 65 analysts based predominantly in Hong Kong, but also in Seoul, Delhi, Mumbai and Singapore.

    Investments can fall in value. You may get back less than you invested. These are our current opinions but the future, as ever, is uncertain and outcomes may differ. Past performance of the fund and its manager are not a reliable indicator of their future performance.

Franklin India Fund

Ongoing cost: % / KIID risk score: 6

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  • The fund follows a compelling high conviction strategy in Indian equities with a focus on quality companies. They define ‘quality’ as being those companies that can produce sustainable and predictable revenue growth, and profits, over the long term.  The team, including a large number of experienced research analysts, is based in India and Singapore, and is one of the largest investment teams dedicated to research and investing in India’s domestic equity market. The fund managers themselves are very experienced, especially in managing India equities.

  • We believe the local presence in Asia gives the team an edge in terms of research and insight. The team at Franklin is one of the most experienced in managing Indian equities, and they adhere to a strict and repeatable investment process when it comes to managing the Franklin India Fund. This investment process involves looking for high quality companies where there is a high visibility of future profitability, which can potentially offer stability during volatile market conditions. Together, we feel it offers an interesting way to invest in Indian companies.

  • Franklin Templeton Investments is one of the world’s largest fund management companies, with a very diverse offering of funds. Their India office was set up in , and since then the business has grown at a steady pace. The lead portfolio manager for the Franklin India Fund is Sukumar Rajah, who is supported by a deep and well-resourced team of research analysts. We feel the team is very well resourced with a significant local presence and extensive experience in managing assets in India.

    This fund holds investments valued in currencies other than pound sterling. Any fall in value of those currencies against the pound sterling would reduce the investments’ values in terms of sterling. Conversely any rise in a currency’s sterling value would bring about a rise in the investments’ values in terms of sterling.

    It’s important to remember that emerging market investments can be particularly volatile and may be less regulated than other markets and so should therefore typically only form a small part of a diversified portfolio of investments. With any investment, there’s the risk that you could get back less than you put in.

    Investments can fall in value. You may get back less than you invested. These are our current opinions but the future, as ever, is uncertain and outcomes may differ. Past performance of the fund and its manager are not a reliable indicator of their future performance.

Janus Henderson Asian Divided Income Fund

Ongoing cost: % / KIID risk score: 5

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  • Whilst there are a healthy number of funds that invest in Asian equities, only a few focus on delivering a high income yield. The investment team at Janus Henderson believes Asia offers attractive income opportunities based on an abundance of companies that are generating lots of cash, which they are paying out as dividends rather than reinvesting it back into the business. This is in part due to the ageing populations in Asia who are looking for investments that pay an income.

    The fund’s investment process focuses on finding companies that have strong and growing cash flows, which the manager believes not only supports sustainable dividends, but also leads to share price growth.

  • Like all investment funds on the Barclays Funds List, the Janus Henderson Asian Dividend Income Fund has the essential combination of a robust and repeatable investment process that is adhered to by two strong fund managers and the team around them. The team sticks to a tried and tested investment process which includes more than 1, company meetings every year as they try to identify the companies most likely to produce strong cash flows and good dividend yields.

  • Janus Henderson was formed in from the merger of Janus Capital group and Henderson Global Investors. The new combined entity is headquartered in London with more than 2, employees. This fund is co-managed by Michael Kerley and Sat Dhura who are both very experienced in running Asia income. Henderson has a team of seven investment professionals focused on the Pan-Asian Equity region who are based in London and Singapore.

    This fund holds investments valued in currencies other than pound sterling. Any fall in value of those currencies against the pound sterling would reduce the investments’ values in terms of sterling. Conversely any rise in a currency’s sterling value would bring about a rise in the investments’ values in terms of sterling.

    Investments can fall in value. You may get back less than you invested. These are our current opinions but the future, as ever, is uncertain and outcomes may differ. Past performance of the fund and its manager are not a reliable indicator of their future performance.

Stewart Investors Asia Pacific Leaders Sustainability Fund

Ongoing cost:  / KIID risk score: 5

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  • This fund invests in shares of companies based in, or which have significant operations in, the Asia Pacific region - including Australia and New Zealand, but excluding Japan. It can invest in the very largest companies in the region, as well as looking for opportunities within the often under-researched area of mid-sized companies.

    The management team seeks to identify high quality companies that can deliver sustainable and predictable growth over the long term. They do this by not only focusing on the upside potential of the shares they buy, but also the possible downside - how much they could possibly lose -  in order to mitigate losses when markets are falling. In-house research is key for this, and their research process included over 1, meetings with companies every year.

  • The team is well resourced and experienced which is really important when managing a fund that invests across such a diverse universe as Asia. The vast number of meetings the team hold with company management is testament to the effort and due diligence that goes into running this fund. The fact they also focus on the downside has helped the fund in the past, by providing protection in difficult markets as it helps minimise falls.

  • Stewart Investors is recognised as a proven and highly successful specialist manager in Emerging Markets and Asian Equities, with teams predominantly in London and Edinburgh. The group is part of First State Investments, which itself is part of Mitsubishi UFJ Trust and Banking Corporation (MUTB). MUTB is one of Japan's leading asset managers, and acquired First State in as part of its wider ambition to grow globally by acquiring minority stakes in overseas asset managers.

    The fund is managed by David Gait, who is very experienced with a long track record in managing Asian equities, having joined First State Investments back in

    Investments can fall in value. You may get back less than you invested. These are our current opinions but the future, as ever, is uncertain and outcomes may differ. Past performance of the fund and its manager are not a reliable indicator of their future performance.

JO Hambro Global Emerging Markets Opportunities Fund

Ongoing cost: % / KIID risk score: 6

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  • The fund invests in companies that are either listed in Emerging Markets or exercise the major part of their activities in Emerging Markets. What makes this Fund different to the majority of Emerging Market funds is that the team places great emphasis on country allocation, which they believe is a major driver of performance. They typically take a view on each country, positive or negative, and then look to find suitable companies to invest in within each of those regions.

  • This ‘top down’ approach of managing the fund, which involves taking a view on each country, makes this fund different to other such funds, and we believe gives it a differentiating advantage. Within a diversified portfolio, this unique approach could potentially mean that it may better capture market performance driven by macro factors in sectors and countries, as opposed to company specific drivers.

    Coupled to this the fact that the team look for companies that are growing their earnings at a rate higher than that of the average company, it could make for a fund that has the ability to capture the strongest growth areas across the entire global Emerging market space.

  • JO Hambro Capital Management is a London-based fund management company, owned by Pendal Group, a listed Australian fund management group. Key investment staff, including the managers of this fund, have equity stakes in the business, which we believe helps align the interest of investors and fund managers. The fund is managed by James Syme and Paul Wimborne since it was launched in Both managers have over 20 years’ experience each, and are supported by a team of analysts and fund managers, which encourages rigorous investment debate and facilitates the sharing of ideas.

    This fund holds investments valued in currencies other than pound sterling. Any fall in value of those currencies against the pound sterling would reduce the investments’ values in terms of sterling. Conversely any rise in a currency’s sterling value would bring about a rise in the investments’ values in terms of sterling.

    It’s important to remember that emerging market investments can be particularly volatile and may be less regulated than other markets and so should therefore typically only form a small part of a diversified portfolio of investments. With any investment, there’s the risk that you could get back less than you put in.

    Investments can fall in value. You may get back less than you invested. These are our current opinions but the future, as ever, is uncertain and outcomes may differ. Past performance of the fund and its manager are not a reliable indicator of their future performance.

Ninety One Emerging Markets Equity Fund

Ongoing cost: % / KIID risk score: 6

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  • This fund takes, what we describe as a ‘core’ approach to investing in companies in Emerging Markets. The management team looks to identify high quality companies (that exhibit, for example, strong management, robust earnings and growing cash flows) that are attractively valued.

    The other major factor that influences their investment decisions is ‘momentum’ – this is where certain industries, sectors or individual companies are receiving such strong attention from investors, that the share prices of these businesses continue to rally. The key to successful momentum investing is deciding when is the right time to sell out of the shares (usually more important than the decision when to buy).

  • Managers of Emerging Markets funds can invest across 24 countries, with around 3, individual companies to choose from. Countries such as China and India, and companies such as Samsung and Alibaba, dominate the market, but beneath these lie a multitude of potential investment opportunities, each of which requires a great deal of analysis and research to understand. Identifying the best investment opportunities is therefore no easy task.

    We believe the team at Investec is one of a small number in the marketplace that has the breadth, depth, experience and expertise to navigate this space. Coupled with this, Investec has stuck to a tried and tested investment process by which they construct their portfolios and manage the fund. The long term performance track record is testament to this.

  • Ninety One Fund Managers, previously called Investec Asset Management was founded as a small start-up in South Africa in and has, over the last two decades, evolved into a global investment manager.

    The Emerging Markets Equity Team is led by Archie Hart, the lead fund manager of this fund, and draws upon a team of 10 analysts. Each analyst is allocated a sector (e.g. Financials, Industrials or Telecoms) and the whole team is very experienced. Very few people have left the team over the years, which to us signifies an operation that is working well, and where staff enjoy their roles and environment.

    This fund holds investments valued in currencies other than pound sterling. Any fall in value of those currencies against the pound sterling would reduce the investments’ values in terms of sterling. Conversely any rise in a currency’s sterling value would bring about a rise in the investments’ values in terms of sterling.

    Investments can fall in value. You may get back less than you invested. These are our current opinions but the future, as ever, is uncertain and outcomes may differ. Past performance of the fund and its manager are not a reliable indicator of their future performance.

ESG (Environmental, Social & Governance)

BlackRock BGF Sustainable Energy Fund

Ongoing cost: % / KIID risk score: 6

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  • The aim of the fund is to invest in companies that are engaged in alternative energy and energy technologies. This includes areas such as alternative fuels, energy efficiency and renewable energy technology, while avoiding areas such as oil and gas exploration/production and coal. The fund is managed by a well-resourced and experienced team with one of the longest track records investing in the new and sustainable energy theme.

  • While we’ve seen many similar new funds launched over the last few years, as new teams enter this space, we place great emphasis on the well-resourced and experienced investment team dedicated entirely to idea generation for this fund.

    We also like how the underlying portfolio is constructed, without placing too much emphasis on any one theme or part of the market. They achieve through a portfolio of ‘best ideas’ that brings together a wide variety of different companies, from those that are growing their earnings at a rate that exceeds the market average, to companies that are going through some kind of restructure which could offer great recover potential in their share price.

  • BlackRock is among the largest and most diversified independent asset managers in the world. It is a market leader in both active funds, such as this, and passive funds, including ETFs and Trackers. The Fund is co-managed by Alastair Bishop and Charlie Lifford, both of whom have extensive experience in this field. Alastair joined BlackRock in , and was previously a senior research analyst covering clean energy. Charlie covers new energy and sustainability at BlackRock, and in a previous role was responsible for building and maintaining a Clean Energy investment portfolio.

    This fund holds investments valued in currencies other than pound sterling. Any fall in value of those currencies against the pound sterling would reduce the investments’ values in terms of sterling. Conversely any rise in a currency’s sterling value would bring about a rise in the investments’ values in terms of sterling.

    Investments can fall in value. You may get back less than you invested. These are our current opinions but the future, as ever, is uncertain and outcomes may differ. Past performance of the fund and its manager are not a reliable indicator of their future performance.

Janus Henderson Global Sustainable Equity Fund

Ongoing cost: % / KIID risk score: 5

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  • The underlying aim of this fund is to deliver capital growth to investors by investing in a range of companies from all over the world. But it also has the additional element that it only invests in global companies whose products and services are considered by the fund manager, Hamish Chamberlayne, to be contributing to positive environmental or social change and thereby contributing to the development of a sustainable global economy.

    Likewise, the fund will avoid investing in companies that the manager considers to potentially have a negative impact on the development of a sustainable global economy (examples include companies that are engaged in the production of or distribution/sale of tobacco, armaments and animal fur).

  • There are an increasing number of Impact funds but what makes the Janus Henderson Global Sustainable Equity Fund stand out is the combination of a unique and robust philosophy determining which companies can and can’t make it into the portfolio, together with a long track record in managing such an approach.

    One of the things we like about this fund, is how the investment approach isn’t just about avoiding companies perceived to have a negative effect on people, the environment and animals, but that Hamish is also looking to invest in companies that proactively have a positive impact towards the development of a sustainable global economy. And he’s demonstrated the ability to deliver strong performance returns for investors, while adhering to this approach.

  • Janus Henderson was formed in from the merger of Janus Capital group and Henderson Global Investors. Hamish Chamberlayne is the lead fund manager for the Janus Henderson Global Sustainable Equity Fund. But he’s also supported by the Global Equity Team, over 50 fund managers and more than 25 analysts covering different geographical regions – effectively helping him and his team choose the best ideas in the firm.

    The team is also supported by Henderson’s Governance and Responsible Investment (GRI) team which is responsible for managing, implementing and integrating responsible investment policies and processes across the wider Janus Henderson Group. They will work on identifying companies with high levels of environmental, social and governance risk.

    This fund holds investments valued in currencies other than pound sterling. Any fall in value of those currencies against the pound sterling would reduce the investments’ values in terms of sterling. Conversely any rise in a currency’s sterling value would bring about a rise in the investments’ values in terms of sterling.

    Investments can fall in value. You may get back less than you invested. These are our current opinions but the future, as ever, is uncertain and outcomes may differ. Past performance of the fund and its manager are not a reliable indicator of their future performance.

Jupiter Ecology Fund

Ongoing cost: % / KIID risk score: 5

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  • The world of ‘ethical’ investing has changed over the years, with a focus today on ‘impact’ investing. Whereas traditional ethical investing is about not investing in companies who are deemed to be unethical in their practices or markets/products, impact investing is about the social and/or environmental impact that companies are making – it’s more a focus on companies that are delivering positive outcomes. This fund sits in the impact investing space, focusing on companies around the world which demonstrate a positive commitment to the long-term protection of the environment.

  • There have been lots of new impact funds launched in recent years, but the Jupiter Ecology fund has been around since and it has always followed the same investment approach. Manager, Jon Wallace, has over 10 years' investment experience at Jupiter and previously worked at Forum for the Future, a sustainability advisor to corporate and public organisations. He is backed by a team that is expert in environmental solutions, which again sets this fund out against much of the competition.

    The fund has produced strong returns, but is quite high risk in its approach because it tends to have a high exposure to industrial companies and to smaller sized companies. It can therefore be more volatile than the UK stock market as a whole i.e. the fund’s share price is likely to experience greater rises and falls in value than many other UK funds. Over the long-term we believe it continues to offer good growth prospects but you need to be prepared for some ups and downs along the way.

  • Jupiter is a UK based company, founded in and has grown to become a well-respected and successful fund management business. Their philosophy revolves around a belief that fund managers should be given complete freedom to run their funds without constraints, in order to deliver performance. As such, Jupiter has a strong track record in attracting talented individuals to build on this success. The Environmental and Sustainable Investment team brings together a diverse group of individuals who are each experts in the field of environmental innovations.

    Investments can fall in value. You may get back less than you invested. These are our current opinions but the future, as ever, is uncertain and outcomes may differ. Past performance of the fund and its manager are not a reliable indicator of their future performance.

Royal London Sustainable Leaders Trust

Ongoing cost: % / KIID risk score: 6

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  • This is a fund that invests in shares of UK companies, with a defined focus on Environmental, Social and Governance (ESG) considerations for every company they invest in. The fund will avoid investing in companies involved in areas such as tobacco, irresponsible gambling and worker exploitation or exploitative consumer practices. It also avoids companies in sectors with extremely high environmental impacts, such as oil and gas mining companies.

    Every company the fund invests in, is scored on its environmental and social benefit, based on the products and services they provide and the company’s roles in supporting the transition to a more sustainable society.

  • The fund is managed by a highly experienced team, who run the fund along a very straightforward investment process. In recent years, there have been numerous ESG fund launches, so much so that these types of funds have pretty much become mainstream.

    We view the Royal London Sustainable Leaders Trust as a leader in its field, and we believe it is an important player in developing a sustainable approach across the wider UK investment market.

  • Royal London Asset Management was established in and is part of the Royal London Mutual Insurance Society, which was founded in The company is focussed on the UK market, offering a broad range of investment funds. The team that runs this fund is led by Mike Fox, an experienced fund manager who has been at the helm since

    Investments can fall in value. You may get back less than you invested These are our current opinions but the future, as ever, is uncertain and outcomes may differ. Past performance of the fund and its manager are not a reliable indicator of their future performance.

BlackRock Continental European Income Fund

Ongoing cost: % / KIID risk score: 5

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  • The name of the fund speaks for itself – it aims to deliver an income to investors by buying shares in European companies (excluding the UK) that pay a high dividend.

    However, it also aims to achieve good long-term growth so as well as generating a good income, you will hopefully see the value of your investment increase over time.  It does this by applying a more flexible approach to investing than many equity income funds. Rather than investing in large companies, which often pay good dividends, the fund manager tends to look at mid-sized businesses which pay dividends and have strong growth prospects.

  • This is a dynamic approach to income investing in European shares managed by one of the most experienced and talented European teams. The flexibility of the strategy means that the managers go beyond the obvious income sectors and are very reactive when trading around positions. The long term track record has been strong and this fund has fared well during periods of volatility.

  • BlackRock is among the largest and most diversified independent asset managers in the world. BlackRock is a market leader in both active funds, such as this, and passive funds, including ETFs and tracker. The breadth and experience of the European team at BlackRock is a key advantage, to which we give great significance. The fund manager, Andreas Zoellinger, launched the fund in and has been managing it since then, having built up a strong and credible performance track record.

    Investments can fall in value. You may get back less than you invested. These are our current opinions but the future, as ever, is uncertain and outcomes may differ. Past performance of the fund and its manager are not a reliable indicator of their future performance.

BlackRock European Dynamic Fund

Ongoing cost: % / KIID risk score: 6

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  • This fund invests in European shares (excluding the UK) and the manager, Giles Rothbarth, isn’t constrained as to what he must invest in. Instead, he can take a dynamic approach and invest a substantial proportion of the fund into industries and sectors that may only represent a small part of the market, if that’s where he believes the best opportunities lie.

    The fund also typically invests in 40 to 60 companies, which is fewer than average and means Rothbarth can be very focused in terms of targeting the areas he regards as having the strongest growth potential. Because of this dynamic and active approach to investing, we believe the fund has the potential to perform well in all market conditions.

  • This is a dynamic fund is managed from one of the most experienced and talented European equity teams. Giles is also supported by a very strong team.  We believe this is really important as their experience and rigorous research process helps drive successful stock selection and ultimately performance returns.

  • BlackRock is among the largest and most diversified independent asset managers in the world. It is a market leader in both active funds, such as this, and passive funds, including ETFs and Trackers. The breadth and experience of the European team at BlackRock is a key advantage, to which we give great significance. Not only has Giles Rothbarth been managing the fund since , but he can leverage from BlackRock’s other European fund managers, who have also have strong track records.

    Investments can fall in value. You may get back less than you invested. These are our current opinions but the future, as ever, is uncertain and outcomes may differ. Past performance of the fund and its manager are not a reliable indicator of their future performance.

Invesco European Equity Fund

Ongoing cost: % / KIID risk score: 6

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  • The fund invests in the shares of companies across Continental Europe, which means not the UK. The main focus of the fund manager and his team, is to look for companies where there’s a likely change on the horizon that could result in the share price rising strongly, meaning the shares currently appear quite cheap compared with their peers. Examples include a possible change in management; a change in strategy of the business, or even a change in the market that the company is engaged in.

    Essentially, it’s all about looking for any factors that would potentially make a weak company stronger or a strong company even stronger. The fund typically invests in around 50 holdings, and the team takes a long term horizon with every investment they make.

  • Since the financial crisis in the number of funds which have this focus on valuations (known as a ‘value’ approach to investing) in Europe has declined significantly, mainly because a lot of these companies have remained ‘out of favour’ for many years, which means this approach to investing has underperformed. The Invesco European Equity Fund, has been among the very few to keep its valuation approach unchanged despite these types of headwinds. The long term stability of the team, together with a strong investment culture, are among the key strengths of the strategy.

  • Invesco is one of the world’s leading independent global investment firms, solely focused on investment management. Senior management believe in long term performance rather than focusing on short term performance. The lead portfolio manager announced his retirement in , having spent 19 years running the fund.

    We were initially concerned that the stability of the team may be affected by this change, however the replacement portfolio manager, John Surplice, has been managing European equity funds at Invesco for over 20 years, and we feel confident that the depth of skill and knowledge within the long-serving team, should serve the fund well to continue to deliver in the future.

    This fund holds investments valued in currencies other than pound sterling. Any fall in value of those currencies against the pound sterling would reduce the investments’ values in terms of sterling. Conversely any rise in a currency’s sterling value would bring about a rise in the investments’ values in terms of sterling.

    Investments can fall in value. You may get back less than you invested. These are our current opinions but the future, as ever, is uncertain and outcomes may differ. Past performance of the fund and its manager are not a reliable indicator of their future performance.

Jupiter European Fund

Ongoing cost: % / KIID risk score: 5

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  • The fund invests in companies based in countries across continental mainland Europe (i.e. excluding the UK), and it aims to achieve long-term capital growth. The Fund will typically invest in about 40 companies at any one time, which we would call a concentrated approach. This configuration may well increase potential for performance, because the fund managers can focus on the few stocks contained in the portfolio.

    However, the flip side is potentially poorer performance and higher volatility, as each holding has the potential to cause greater damage to returns if the company in question is not successful. The fund managers, Mark Nichols and Mark Heslop, look for world class companies, that happen to be based in Europe. They specifically look for companies who produce products or services in markets where there are few competitors and where demand for them is consistently strong – a good example being sports manufacturer Adidas. They believe this gives those companies an ability to consistently grow their earnings in the future.

  • The two fund managers only joined Jupiter in late , taking over the Fund when the previous fund manager (Alexander Darwall) left the company. Jupiter had a big job on their hands, to try to replace one of the most successful European fund managers of Darwall’s generation, but we believe they have done a good job by appointing Nichols and Heslop. They both have many years of European equity experience and we believe their straightforward approach to managing money augurs well for the performance of this fund in the future.

  • Jupiter is a UK based company, founded in and has grown to become a well-respected and successful fund management business. Their philosophy revolves around a belief that fund managers should be given complete freedom to run their funds without constraints, in order to deliver performance. As such, Jupiter has a strong track record in attracting talented individuals. Nichols and Heslop have worked side-by-side at their previous employer, Columbia Threadneedle, for over 5 years, and share the same belief and approach to managing a fund.

    This fund holds investments valued in currencies other than pound sterling. Any fall in value of those currencies against the pound sterling would reduce the investments’ values in terms of sterling. Conversely any rise in a currency’s sterling value would bring about a rise in the investments’ values in terms of sterling.

    Investments can fall in value. You may get back less than you invested. These are our current opinions but the future, as ever, is uncertain and outcomes may differ. Past performance of the fund and its manager are not a reliable indicator of their future performance.

Montonaro European Smaller Companies Fund

Ongoing cost: % / KIID risk score: 5

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  • Investing in the shares of smaller companies across Europe (including the UK), this fund has been managed for the past 20 years by one of the most experienced portfolio managers in this market – Charles Montanaro. Co-Manager on the Fund is George Cooke, an investment specialist with over 10 years’ experience at Monatanro.

    They are supported by one of the largest and most experienced specialist teams in the UK dedicated to investing in European smaller companies. Their core belief is that the lack of investors researching smaller companies in Europe means there are plenty of investment opportunities that are simply overlooked by the market. And having the resources to dedicate to finding these opportunities is what Montanaro is all about.

  • We believe having a large dedicated team to rely on is critical to being a successful investor in smaller companies. Not only have Montanaro got this, but they also have the experience. Managing the fund through boom and bust cycles over the last 20 years has honed and fine-tuned their investment approach into something quite unique.

    What the team at Montanaro look for is well managed companies that are growing their earnings, typically operating as the dominant leader in their market, have simple business models and a strong balance sheet. Too many investors get their fingers burnt by investing in smaller companies that are unprofitable, badly managed and have too much debt.

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Discretionary portfolio management

It takes specialist knowledge to successfully navigate financial markets. Our experts can invest on your behalf with our discretionary portfolio management service.

You’ll benefit from a dedicated portfolio manager with a global network and the full resources of the Barclays Private Bank and wider Group at their fingertips.

With regular performance updates and reports, we can actively manage your portfolio to meet your objectives.

Simon Smith, Head of Overseas Investments & Brokerage, Barclays

Strong, risk-adjusted returns

Our multi-asset class discretionary portfolio has followed the same strategy that focuses on diversified portfolios with a long term view since it began in As a result, it has demonstrated a consistently robust performance.

The performance shown relates to Moderate Risk – GBP portfolios1. Please note that the Barclays composite reflects UK-booked GBP moderate risk portfolios that follow our extended multi-asset class strategy, run by Barclays Private Bank.

The value of investments can go down as well as up and you may get back less than your original investment.

Online investment management

Our online investment management platform gives you on-the-go access to your investments. You can view and track your investment portfolio, see how each investment is performing and more.

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Past performance is not an indication of future performance. The value of investments, and any income can fall, as well as rise, so you could get back less than you invested. Neither capital nor income is guaranteed.

This communication:

  • Has been prepared by Barclays Private Bank and is provided for information purposes only
  • Is not research nor a product of the Barclays Research department. Any views expressed in this communication may differ from those of the Barclays Research department
  • All opinions and estimates are given as of the date of this communication and are subject to change. Barclays Private Bank is not obliged to inform recipients of this communication of any change to such opinions or estimates
  • Is general in nature and does not take into account any specific investment objectives, financial situation or particular needs of any particular person
  • Does not constitute an offer, an invitation or a recommendation to enter into any product or service and does not constitute investment advice, solicitation to buy or sell securities and/or a personal recommendation.  Any entry into any product or service requires Barclays’ subsequent formal agreement which will be subject to internal approvals and execution of binding documents
  • Is confidential and is for the benefit of the recipient. No part of it may be reproduced, distributed or transmitted without the prior written permission of Barclays Private Bank
  • Has not been reviewed or approved by any regulatory authority.

Neither Barclays nor any of its directors, officers, employees, representatives or agents, accepts any liability whatsoever for any direct, indirect or consequential losses (in contract, tort or otherwise) arising from the use of this communication or its contents or reliance on the information contained herein, except to the extent this would be prohibited by law or regulation. Law or regulation in certain countries may restrict the manner of distribution of this communication and the availability of the products and services, and persons who come into possession of this publication are required to inform themselves of and observe such restrictions.

You have sole responsibility for the management of your tax and legal affairs including making any applicable filings and payments and complying with any applicable laws and regulations. We have not and will not provide you with tax or legal advice and recommend that you obtain independent tax and legal advice tailored to your individual circumstances.

Important information

  1. The composite pro weights the qualifying portfolios by assets under management, ensuring that the larger the portfolio, the more it contributes to the blended composite performance. Performance is gross of fees.

    The benchmark is a ‘blended’ benchmark, comprising of the SAA benchmark (see bottom of this page for constituents and weights) from beginning of January and the previous composite benchmark from strategy inception to end of December 50% MSCI World Index Hedged in GBP, 50% Barclays Sterling Aggregate Gilts year (Rebalanced Monthly).Return to reference

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