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 Fund management group information

Fund groups A-H

Fund Group



Aberdeen Asset Management operate independently and only manage assets for third parties, allowing them to focus solely on the clients' needs, without conflicts of interest. Aberdeen's investment expertise focuses on three main asset classes: equities, fixed income and property, as well as alternative strategies. They invest worldwide and follow a predominantly long-only approach, based on fundamentally sound investments. Aberdeen's investment teams are based in the markets or regions in which they invest.

Alliance Trust

Alliance Trust Investments offer a broad selection of open-ended funds and investment solutions to direct investors, financial intermediaries and institutional clients. Covering both equities and fixed income in the UK and overseas, Alliance Trust Investments’ range of products are managed by an experienced team of investment professionals. The Economic Research Centre support the investment teams by providing detailed reports, analysis and forecasts on a number of key economic elements. Alliance Trust Investments’ unique structure has all the benefits of an investment start-up together with the significant strength provided by its parent company, Alliance Trust PLC.


Allianz Global Investors is part of the Allianz Group, one of the world's largest and most renowned financial services providers. They are a network of specialist investment firms, each with it's own dedicated area of expertise. Allianz's approach is to empower each of these managers to focus on their core speciality, supported by Allianz's global resources.


Independent and owner-managed, Artemis was established in 1997 by four founders who have since been joined by 14 other dedicated fund managers. They all share the same flair and enthusiasm for fund management. Since the launch of the first funds in 1998, the company's success has meant it now manages a significant asset base and has become one of the leading fund management groups in the UK. The Artemis philosophy requires Artemis fund managers to invest in Artemis funds. This means that their fund managers' interests are directly aligned with their clients'.

Aviva Investors

Aviva Investors is a global asset management business dedicated to building and providing focused investment solutions for clients which include local government organisations, pension funds, wholesale and retail banks, insurance companies, charities and private wealth managers. The organisation manages assets across a range of real estate, equity, fixed income, money market and alternative funds and clients benefit from access to local markets and the availability of considerable global resources. They are wholly owned by Aviva plc, the UK’s largest insurance company.

AXA Framlington

AXA Framlington is a leading, specialist equity fund manager within the AXA Investment Managers Group (AXA IM). They are primarily an active equity investment manager with a fundamental approach to stock selection focused towards consistently delivering investment outperformance. The success of the AXA Framlington business can be attributed to two key factors: - a dynamic and autonomous investment team typically associated with a boutique, combined with - the stability and operational scale provided by being part of one of the world's largest investment managers.

Baillie Gifford

Baillie Gifford is one of the UK’s leading independently owned investment management firms. It is owned and run by its senior executives who operate as a partnership, providing stability for clients and motivation for employees. At the heart of Baillie Gifford is their investment approach, something which incorporates the development of people as well as philosophy and process. They are active managers and are prepared to back their judgement in the composition of portfolios and management.


Baring Asset Management is an international investment management firm with offices, clients and business lines spanning the world's major markets. We provide investment management services in developed and emerging equity and bond markets on behalf of institutional, retail and private clients worldwide, and have £30.1 billion of assets under management (as at 31 August 2011).


BlackRock is one of the world's pre-eminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock is a truly global firm that combines the benefits of worldwide reach with local service and relationships. They manage assets in North and South America, Europe, Asia, Australia and the Middle East.

Columbia Threadneedle

Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. Based in North America, Europe and Asia, they manage assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives

CF Woodford

CF Woodford's business is grounded in the belief that core principles are essential to how they manage money and behave as a business. These principles are underpinned by a common theme – a complete focus on the long-term management of their clients’ money. Through their investment discipline and by enhancing the quality of their conversations with clients, they aim to create a long-term and sustainable investment business.


F&C is a leading diversified multi-specialist investment management group with a heritage spanning more than 140 years. It is an independent group, listed on the London Stock Exchange, which is focused exclusively on managing money.


Fidelity is one of the UK's largest investment fund managers and are dedicated to achieving the best possible returns for investors.

First State

First State Investments forms part of the asset management division of the Commonwealth Bank of Australia. First State have equity based capabilities in Asia and emerging markets, global resources, global equities, listed property and infrastructure securities and Australian equities. They manage fixed interest, credit and short term investment strategies in Asia and Australia as well as multi asset solutions. First State also have real asset management experience in infrastructure and real estate. First State believe successful, long term investing is achieved by empowering teams of specialists to apply their expertise and in-depth knowledge of markets. Their investment teams are structured so managers and analysts are given a strong sense of portfolio ownership. First State believe this promotes commitment and intellectual engagement, aligning their interest and success with those of their clients.


Franklin Templeton Investments is one of the world’s largest dedicated investment managers, managing £328 billion in assets for investors globally (as at 30/09/09). They have offices in 30 countries and distribute products in over 150, giving them a global perspective combined with a deep understanding of the requirements of local markets. Recent developments include taking a 40% stake in investment company Algebra Capital, based in Dubai, and opening an office in Kuala Lumpar, Malaysia in 2009. Headquartered in San Mateo,California, they have been established in the UK since 1985.


Henderson Global Investors is a leading international investment company, with a strong reputation and a proud history, going back to 1934. Henderson's investment strengths are equities, fixed income, multi-manager, commercial property and sustainable and responsible investment. Henderson have structured themselves with empowered decision-making at the heart of their business. Their fund managers are organised into compact, nimble teams, able to take decisions without the hindrance of a house-style or committee structure. Decisions are taken in a considered way - mindful of the risks yet alive to the opportunities.


HSBC Global Asset Management is the core global investments solutions provider of the HSBC Group, one of the world's largest financial services organisations. Through its network of offices in over 20 countries around the world, HSBC Global Asset Management aims to deliver world-class discretionary services to individual investors, charities, trusts and institutions.

Fund groups I-Q

Fund Group


Invesco Perpetual

Invesco Perpetual is one of the largest independent investment managers in the UK, currently managing assets on behalf of consumers, institutional clients and investment professionals. Invesco Perpetual's specialist fund management teams are experienced at finding attractive long-term investment opportunities through a wide variety of market conditions. Invesco Perpetual never follow anyone else's lead, instead truly active fund management is at the heart of their approach - building portfolios based on rigorous research, to identify the investment opportunities most likely to provide strong long-term returns.


The business has grown organically from domestic roots in the UK and Southern Africa to a position where they serve a growing international client base, employing over 100 investment professionals. The firm is still managed by its founding members, representing continuity and stability throughout the firm's successful growth. Investec Asset Management is a significant component and independently managed subsidiary of the Investec Group, which is listed in London and Johannesburg.


JLT Investment Management (JLT IM) is JLT's in-house investment management division which provides the highest standards of portfolio management. Their approach to investment management centres on using funds, such as Unit Trusts/OEICS, Investment Trusts or Exchange Traded Funds. They use funds as a way of diversifying risk and to help create an optimal investment environment and have been running portfolios since 2002.


J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. They have been helping clients to do business and manage their wealth for more than 200 years. Their business has been built upon their core principle of putting clients’ interests first. J.P. Morgan is part of JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm with assets of $2.3 trillion.


Launched in 1985 as a specialist boutique, Jupiter has grown to be one of the UK's most successful and respected investment management groups. They currently manage assets spread across a range of UK and offshore mutual funds, multi-manager products, hedge funds, institutional mandates and investment companies. Jupiter has gained a reputation for achieving outperformance across a broad variety of portfolios specialising in different markets, including UK equities, Europe, global financials and emerging Europe.


From their base in Edinburgh, Kames Asset Management work closely with colleagues in the US and Netherlands to offer global reach supported by local know-how. They manage assets on behalf of IFAs, institutions and individuals in the UK within each asset class.


Lazard Asset Management (Lazard) is a major global investment manager with over £90 billion* invested on behalf of our clients, across a broad spectrum of asset classes. We provide investment management and advisory services to institutional clients, financial intermediaries, charities, family offices and investment companies around the world. We have a long established reputation for outstanding fundamental research and the expertise of our focused teams of highly skilled and experienced portfolio managers. Our traditional and alternative investment services cover listed equity and fixed income investments in a wide range of global, regional and country specific strategies. * As of 30 June 2011. Assets consist of Lazard Asset Management LLC and its affiliates, but do not include Lazard Frères Gestion in Paris.

Legg Mason

Legg Mason, Inc. is one of the world's largest asset managers, dedicated solely to managing money. With over 100 years of history Legg Mason has built up a strong heritage and now manages assets across global equity and fixed income markets. Legg Mason's presence extends worldwide with offices based in the US, Canada, UK, France, Germany, Luxembourg, Spain, Poland, Australia, Japan, Hong Kong, Taiwan, Singapore, Chile and Brazil.


M&G were established in 1931 and firmly believe in offering customers straightforward products, together with clear and balanced information, to help them make the right investment decisions for their needs. Today, M&G are one of the largest active investors in the UK and remain at the forefront of investment thinking, constantly seeking to develop their funds and product range to provide the best investment opportunities. M&G's fund managers focus on companies rather than share prices, and understanding the companies they invest in is a core principle across both equities and fixed interest. M&G funds are underpinned by in-depth knowledge and a dedication to careful and responsible long-term growth.



Founded in 1995, GLG is a leading global investment manager offering a comprehensive range of alternative, traditional long-only and hybrid investment products and services. In 2010 GLG was acquired by Man. Throughout its 15 year history, GLG has focused on delivering investment returns to its clients. It has a team of 120 dedicated investment professionals, managing assets across equity, macro, emerging markets, credit, convertible bond and thematic strategies.


Neptune was formed in 2002 as an independent and privately owned company, built upon principles of teamwork and partnership. They identified a space in the market for a new investment management firm that concentrated on long-only fund management powered by high quality, internally produced research. Neptune's focus has always been on delivering excellence in investment management, whatever the economic conditions, using a rigorous and unique investment process. Neptune remains privately owned, with employees and directors owning approximately three-quarters of the company. This ensures that staff and client interests are aligned.



Newton Investment Management is a London based, global investment management subsidiary of The Bank of New York Mellon Corporation. Their global, thematic approach to investment has been highly regarded for over 30 years and proved to be invaluable in overcoming the short-term uncertainties that afflict financial markets and challenge investors. Newton's investment managers are backed by strong teams and, in particular, they employ highly qualified career analysts, many of whom have direct experience in the global sectors for which they are responsible.

Old Mutual

Old Mutual Global Investors (OMGI) was formed in 2012, combining Skandia Investment Group’s (SIG's) multi manager expertise with Old Mutual Asset Managers’ (OMAM's) direct investment prowess. At 30 June 2013, OMGI managed £14.6bn in assets through funds, segregated mandates and hedge fund structures on behalf of retail, wholesale, institutional and internal customers. OMGI’s distribution reach spans key international markets including the UK, Europe, Asia, the Americas as well as South Africa and the Middle East. OMGI is a client-focused organisation, committed to delivering innovative investment solutions, strong performance and top-quality service. Its culture of accountability and empowerment enables it to attract the very best investment professionals, allowing them freedom to perform within a strong governance framework to meet clients’ needs.

Optimum IM

Optimum Investment Management Limited offers advisers access to an investment solution managed by Henderson's multi-manager team.

Fund groups R-Z

Fund Group



Rathbone Investment Management is one of the UK's largest and longest established providers of high-quality, personalised discretionary investment services. It manages assets for individuals, charities and trustees, and is part of Rathbone Brothers Plc, an independently owned company with a listing on the London Stock Exchange.

River & Mercantile

River & Mercantile Asset Management LLP (“R&M”) is a UK based specialist investment management firm. R&M was established in 2006 by a management team, with the private equity backing of Sir John Beckwith and his Pacific Investments team. The business currently focuses on managing specialist, long only UK and Global equities for institutional clients and other professional investors. The group also plan to diversify their fund management capabilities with the recruitment of a specialist third investment division capability during the next couple of years. In 2006 the UK Equities team was established with the recruitment of the UK Equity team from SG Asset Management, led by Hugh Sergeant and Richard Staveley, and Daniel Hanbury from Investec Asset Management. R&M launched its UK investment philosophy and process ‘PVT’ into the market in November 2006. In June 2009, the Global Equity team was established with the recruitment of Head of Global Equities Alex Stanic and Fund Manager Alex O’Reilly, both from Newton Investment Management. In addition they recruited two highly rated global equity analysts, Alexei Kapkin and Tomas Tomasson, from Lazard Asset Management. They also expanded the core operational and support functions within the business to accommodate this additional growth. Their Global Equity process was launched in October 2009 and has been positively received by investment consultants and institutional investors.

Royal London

Royal London Asset Management (RLAM) is one of the UK’s leading asset management companies, investing on behalf of a wide range of pension fund, intermediary and private clients. We have a proven track record of delivering investment management services across all major asset classes: fixed income, equities, property and cash. With over £82bn of assets under management we can offer a choice of pooled investment vehicles or bespoke, segregated solutions to meet our clients’ needs.


Seven Investment Management (7IM) was founded in 2002 by seven individuals who wanted to set up a small company that could deliver the sort of service that they would want for their own investments. A company that would give clients: access to professional investment advice when they needed it; institutional quality management without high retail charges; management of risk as well as money within portfolios; independent investment management; broad diversification of investments, with active asset allocation; investments brought together and organised in one place, relating to their risk profile; investments organised to reduce paperwork and straightforward investment portfolios with online viewing updated daily.


Schroders manage assets on behalf of large corporate, local authority, central government and charitable entities as well as on behalf of individuals, via mutual funds and investment trusts. Their core skills in devising, producing and delivering products for clients across the full range of asset management activities allow them to meet the needs of this broad spectrum of clients. Schroders is a dynamic organisation that prides itself on its innovation and specialisation. Their goals are completely aligned to those of their clients' - the creation of long-term value.

Standard Life Investments

Standard Life Investments is a premier asset manager with an expanding global reach. Their wide range of investment solutions is backed by their Focus on Change investment philosophy, disciplined risk management and shared commitment to a culture of investment excellence. As active managers, Standard Life Investments place a significant emphasis on rigorous research and a strong collaborative ethos.

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WA03252 03/2017