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Sector: All SectorsAsia Pacific Excluding JapanAsia Pacific Including JapanChina/Greater ChinaCommodity/Natural ResourcesDirect and Hybrid PropertyEurope Excluding UKEurope Including UKEuropean Smaller CompaniesFinancials and Financial InnovationFlexible InvestmentGlobalGlobal BondsGlobal EM Bonds - BlendedGlobal EM Bonds - Hard CurrencyGlobal EM Bonds - Local CurrencyGlobal Emerging MarketsGlobal Equity IncomeHealthcare and BiotechnologyIndia/Indian SubcontinentInfrastructureJapanLatin AmericaListed PropertyMixed Investment 0-35% SharesMixed Investment 20-60% SharesMixed Investment 40-85% SharesNorth AmericaNorth American Smaller CompaniesShort Term Money MarketSpecialistSterling Corporate BondSterling High YieldSterling Strategic BondTargeted Absolute ReturnTechnology & Technology InnovationUK All CompaniesUK Equity IncomeUK GiltsUK Index Linked GiltsUK Smaller CompaniesVolatility Managed

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1798 Managers Alpha Rating   Manager  1m  6m  1y  3y  5y  7y  9y  10y  Funds managed 24 Asset Management -0.7 0.6 4.1 24.7 13.5 28.4 34.3 46.4 Quilter Investors Investors Dynamic Bond 7IM Investment Team -0.5 5.5 12.2 27.5 20.9 31.5 40.1 53.3 7IM Real Return 7IM AAP Cautious 7IM AAP Moderately Adventurous 7IM AAP Moderately Cautious 7IM AAP Balanced 7IM AAP Adventurous 7IM Responsible Balanced 7IM Adventurous 7IM Moderately Adventurous 7IM Balanced 7IM Pathbuilder 1 7IM Pathbuilder 2 7IM Pathbuilder 3 7IM Pathbuilder 4 7IM Moderately Cautious Aakash Thombre -0.9 3.8 2.6 17.7 16.9 n/a n/a n/a GS High Yield Floating Rate Portfolio Aalok Sathe 5.7 10.4 n/a n/a n/a n/a n/a n/a Artemis SmartGARP Global Smaller Companies Aaron Barnfather -1.8 5.0 14.6 34.1 39.4 66.0 72.1 110.0 Lazard European Alpha Aaron Rock -1.6 1.0 3.8 12.2 -26.7 -22.5 n/a n/a abrdn Global Balanced Growth abrdn AAA Bond Aaron Schaechterle -3.8 12.4 17.2 n/a n/a n/a n/a n/a Omnis US Smaller Companies Aaron Scully -0.2 11.3 12.4 43.9 41.8 102.9 n/a n/a Janus Henderson US Sustainable Equity Janus Henderson Global Sustainable Equity Abbas Barkhordar -6.5 17.0 38.2 63.8 49.1 n/a n/a n/a Schroder Asian Alpha Plus Abbas Owainati -1.2 6.9 n/a n/a n/a n/a n/a n/a MI Charles Stanley Multi Asset Growth Abbie Llewellyn-Waters 1.3 5.7 7.8 17.9 11.6 48.5 85.1 102.4 Jupiter Global Leaders Abby Glennie 2.9 -0.3 -2.1 12.0 -25.2 3.3 22.3 62.2 abrdn UK Mid Cap Equity abrdn UK Smaller Companies Abrie Pretorius 2.4 6.1 9.1 31.1 35.4 63.0 93.5 107.1 Ninety One Global Franchise Adam Avigdori 2.7 3.5 12.3 37.1 45.9 57.8 74.3 97.4 BlackRock Charities UK Equity BlackRock UK Equity BlackRock UK Income BlackRock UK Adam Carroll 4.7 5.8 13.3 44.0 54.4 63.0 74.1 94.7 NFU Mutual UK Equity Income Adam Darling -1.4 -0.7 2.4 19.2 5.2 13.8 n/a n/a Jupiter Corporate Bond Adam Jokich -0.1 9.3 15.4 37.7 42.7 81.8 114.4 n/a UBS US Equity Value Adam Montanaro -2.9 4.7 -0.5 -0.1 -15.0 -2.4 n/a n/a WS Montanaro Better World Adam Ryan -1.1 2.2 11.0 32.5 26.3 44.7 60.4 71.2 BlackRock Dynamic Diversified Growth BlackRock BCIF Balanced Managed BlackRock Catholic Charities Growth & Income BlackRock Dynamic Allocation BlackRock Balanced Growth Portfolio BlackRock ESG Screened and Selected Strategic Growth Fund Adam Singleton 0.0 3.1 11.3 26.1 27.6 n/a n/a n/a Man Stockmarket Managed Fund Man Balanced Managed Fund Adam Skerry -1.6 0.0 1.6 9.0 -1.9 2.7 11.0 10.8 abrdn Short Duration Global Inflation-Linked Bond abrdn Global Inflation Linked Bond Adam Tabor -0.6 0.7 3.5 18.3 12.0 n/a n/a n/a IFSL Marlborough Global High Yield Bond Adam Walker -1.3 -0.2 3.1 18.5 -5.9 3.4 11.4 14.7 abrdn Sterling Corporate Bond Adam Wareing -0.2 8.3 18.7 41.0 n/a n/a n/a n/a MGTS Clarion Prudence Portfolio Adam Whiteley -1.8 1.1 1.4 17.3 28.3 19.7 25.4 32.2 BNY Strategic Bond Addison Maier -0.7 2.8 3.2 n/a n/a n/a n/a n/a Janus Henderson Global Short Duration Income (GBP) Adeline Derain 0.3 1.6 3.4 n/a n/a n/a n/a n/a Royal London Short Term Money Market Aditya Khowala -0.1 4.0 1.9 22.4 29.6 49.5 101.9 124.6 Premier Miton US Opportunities Premier Miton Global Infrastructure Income Premier Miton US Smaller Companies Aditya Shah 0.1 13.7 n/a n/a n/a n/a n/a n/a BNY Mellon Global Emerging Markets Opportunities BNY Mellon Asian Opportunities Aditya Shivram -0.4 6.9 5.5 38.0 n/a n/a 40.8 44.4 Fidelity Responsible Global Equity Income Adrian Brass -4.0 12.2 20.2 60.1 n/a 73.9 97.9 130.8 Artemis US Extended Alpha Adrian Frost 3.7 8.5 15.7 60.2 72.0 83.9 100.0 128.1 Artemis Income Artemis Income (Exclusions) Adrian Godsen 5.2 8.9 22.5 n/a n/a n/a n/a n/a Jupiter UK Income Adrian Gosden 4.7 4.9 15.0 42.1 57.4 80.1 n/a 79.8 Jupiter UK Multi Cap Income Adrian Hilton -2.2 3.5 7.9 18.6 11.4 6.5 15.1 n/a CT Emerging Market Bond CT Dynamic Real Return Aegon’s Portfolio Management Team -0.6 n/a n/a n/a 0.9 10.1 n/a n/a WS Aegon Multi-Manager 20-50% Equity WS Aegon Multi-Manager Income 20-50% Equity WS Aegon Multi-Manager 35-65% Equity WS Aegon Multi-Manager Income 35-65% Equity WS Aegon Multi-Manager 50-80% Equity WS Aegon Multi-Manager 60-90% Equity WS Aegon Multi-Manager 80-100% Equity WS Aegon Multi-Asset 1 WS Aegon Multi-Asset 2 WS Aegon Multi-Asset 3 WS Aegon Multi-Asset 4 WS Aegon Multi-Asset 5 WS Aegon Multi-Asset Income 2 WS Aegon Multi-Asset Income 3 WS Aegon Risk-Managed 1 WS Aegon Risk-Managed 2 WS Aegon Risk-Managed 3 WS Aegon Risk-Managed 4 WS Aegon Risk-Managed 5 WS Aegon Risk-Managed 6 Aela Cozic -1.7 1.5 10.4 22.9 21.1 n/a n/a n/a Fidelity Sustainable European Equity Agnieszka Konwent-Morawsk -1.2 1.2 3.2 n/a n/a n/a n/a n/a Janus Henderson Global High Yield Bond Aitken Ross -1.7 -1.5 1.3 17.8 -0.3 4.3 11.5 20.4 Liontrust Sustainable Future Monthly Income Bond Liontrust Sustainable Future Corporate Bond AJ Bell Asset Management Limited -0.3 7.4 16.4 39.0 46.9 61.1 n/a n/a CG AJ Bell Adventurous CG AJ Bell Balanced CG AJ Bell Cautious CG AJ Bell Moderately Adventurous CG AJ Bell Moderately Cautious CG AJ Bell Global Growth CG AJ Bell Income CG AJ Bell Income & Growth Ajay Johal 1.5 -1.4 4.5 11.0 13.9 n/a n/a n/a Charity Assets Trust Alain Zeitouni -0.6 4.5 11.0 31.5 25.9 n/a n/a n/a FP Russell Investments Multi Asset Growth III FP Russell Investments Multi Asset Growth I FP Russell Investments Multi Asset Growth II FP Russell Investments Multi Asset Growth IV FP Russell Investments Multi Asset Growth V Alan Beaney 3.1 8.2 19.4 46.9 30.4 53.4 66.8 112.6 IFSL RC Brown UK Primary Opportunities Alan Clifford 4.5 7.5 21.4 46.7 29.0 63.1 63.9 101.3 Lazard Multicap UK Income Alan Custis 3.7 6.2 18.5 40.7 37.5 58.9 65.2 92.4 Lazard UK Omega Lazard Multicap UK Income Lazard Managed Balanced Alan Dobbie 2.4 9.7 24.1 50.9 66.1 76.2 73.1 87.6 Rathbone Income Alan McFarlane 0.2 5.5 3.4 17.9 12.0 48.8 99.9 129.4 Heriot Global Alasdair Birch 1.4 14.0 36.1 73.8 n/a 124.3 135.3 192.1 Liontrust Global Income and Growth Alasdair Ross -1.2 -0.1 1.4 14.1 3.2 6.9 17.6 21.9 CT Sterling Short Dated Corporate Bond Omnis Sterling Corporate Bond Alastair Baker -0.7 2.6 6.0 20.8 n/a n/a n/a n/a Sarasin Responsible Multi Asset Sarasin Global Equity Real Return Sarasin Growth Sarasin Endowments Sarasin Income & Reserves Sarasin Multi Asset - Strategic Sarasin Climate Active Endowment