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Best Ideas – Adventurous Plus

Fund typeManaged by
Bonds - Flexible Bonds
Janus Henderson Strategic Bond [1]OEICJohn Pattullo and Jenna Barnard [2]
A fixed income fund that invests in higher yielding assets including high yield bonds, investment grade bonds, government bonds, preference shares and other bonds.
Bonds - Relative Value
Goldman Sachs Global Strategic Macro Bond [3]SICAVIain Lindsay & Jonathan Xiong [4]
The fund invests in global fixed income markets, focused mostly on developed market interest rates and currencies. The investment philosophy is focused on macroeconomic fundamentals and takes both long and short positions across markets.
Equities - Asia
Hermes Asia ex-Japan Equity [5]OEICJonathan Pines [6]
A fund that follows a contrarian strategy, investing in large sized companies in the Pacific basin.
Impax Asian Environmental Markets [7]OEICDavid Li & Bruce Jenkyn-Jones [8]
A fund that looks to deliver a portfolio of Asian stocks that play into broad environmental themes that are chosen for their positive impact as well as the potential for compelling returns.
Stewart Investors Asia Pacific Leaders [9]OEICDavid Gait [10]
The First State Asia Pacific Leaders Fund focuses on large cap stocks with a minimum market cap of $1bn. The fund utilises a team of 22 well-seasoned Asian equity specialists through a stable and well-defined process to uncover compelling stock ideas to construct a high conviction portfolio.
Equities - Emerging Markets
Hermes Global Emerging Markets [11]OEICGary Greenberg [12]
An equity fund investing predominately in stocks of emerging market countries.
Equities - Europe
Jupiter European [13]Unit TrustAlexander Darwall [14]
An equity fund investing in large sized European companies.
OYSTER Continental European Select [15]OEICMike Clements [16]
The OYSTER Continental European Select fund is a high conviction European all-cap fund investing in high quality companies exhibiting a competitive advantage at attractive valuations. It is managed by Swiss based SYZ Asset Management, with the European equity desk based in London.
Equities - Frontier Markets
Magna New Frontiers [17]OEICDominic Bokor-Ingram and Stefan Bottcher [18]
A fund focused on frontier markets, including those countries that remain investible but are deemed less established than emerging market countries. Typically these countries exhibit high economic growth and favourable population dynamics.
Equities - Global
BNY Mellon Global Income [19]OEICNick Clay & Terry Coles [20]
An unconstrained global equity fund, with an aim to produce a yield in excess of the MSCI World index.
Fundsmith Equity [21]OEICTerry Smith [22]
A long only global growth equity fund consisting of a portfolio of 20-30 quality companies.
Rathbone Global Opportunities [23]Unit TrustJames Thomson [24]
An equity fund investing in stocks on a global basis.
Equities - Japan
Baillie Gifford Japanese [25]OEICMatthew Brett [26]
An equity fund investing in large sized Japanese companies.
Equities - Thematic
First State Global Listed Infrastructure Fund [27]OEICAndrew Greenup & Peter Meany [28]
The fund focuses on identifying stocks that are under-priced with respect to their quality in sectors with Infrastructure characteristics such as long-duration cash flows and inflation linked revenues.
GAM Star Technology [29]OEICMark Hawtin [30]
An equity fund investing globally in a diversified portfolio of technology related companies.
Hermes Impact Opportunities Equity [31]OEICTim Crockford [32]
The fund invests in companies globally addressing the unmet needs in society, through the development of products and services making a clear and measurable impact on society and the environment. Towards this end, the strategy offers a way to meaningfully support delivery on the widely agreed UN Sustainable Development Goals.
Impax Environmental Markets [33]OEICJon Forster & Bruce Jenkyn-Jones [34]
A fund that looks to deliver a portfolio of stocks that play into broad environmental themes that are chosen for their positive impact as well as the potential for compelling returns.
Polar Capital Biotechnology [35]OEICDavid Pinniger [36]
A pure thematic fund that gives investors access to both large and small companies in the rapidly growing biotechnology space
Sarasin Food and Agricultural Opportunities [37]Unit TrustHenry Boucher [38]
A thematic fund that invests in companies globally which generates most of their revenues from sustainable food and agricultural themes.
Equities - UK
JOHCM UK Dynamic [39]OEICAlex Savvides [40]
This fund focuses on investing in restructure, recovery and hidden growth stocks.
Liontrust Special Situations [41]OEICAnthony Cross and Julian Fosh [42]
A long only UK equity growth fund consisting of high quality companies with strong balance sheets
Royal London Sustainable Leaders Trust [43]Unit TrustMike Fox [44]
This is a UK Equity fund that will predominately invest in large cap stocks chosen for their positive impact on society and the environment.
Threadneedle UK Equity Income [45]OEICRichard Colwell [46]
An equity fund investing predominately in large sized UK companies that in addition pays an income to investors.
Equities - US
Vanguard US Equity Index [47]OEICGerard O’Reilly [48]
A fund that looks to track the performance of companies of all sizes in the United States
Mixed - Mixed Investment
Troy Trojan [49]OEICSebastian Lyon [50]
This is a multi-asset fund that will invest in a range of asset classes from traditional equities (UK and overseas), fixed income instruments, collective investment schemes and money market instruments.